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Dimensional US Real Estate ETF
DFAR

Overview Fund Activity

240 hedge funds and large institutions have $958M invested in Dimensional US Real Estate ETF in 2025 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 115 increasing their positions, 69 reducing their positions, and 11 closing their positions.

Holders
240
Holders Change
+5
Holders Change %
+2.13%
% of All Funds
3.26%
Holding in Top 10
20
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-13.04%
% of All Funds
0.27%
New
21
Increased
115
Reduced
69
Closed
11
Calls
$647K
Puts
$238K
Net Calls
+$409K
Net Calls Change
+$365K

Top Buyers

1
Prudential Financial
1
Prudential Financial
New Jersey
$55.7M
2
HWM
2
Hemington Wealth Management
Virginia
$11.3M
3
SFO
3
Stokes Family Office
Louisiana
$6M
4
HighTower Advisors
4
HighTower Advisors
Illinois
$60.5M
5
AWM
5
Aprio Wealth Management
Georgia
$13.1M

Top Sellers

1
CW
1
Curio Wealth
Maryland
$4.93M
2
EP
2
Essential Planning
New Hampshire
$208K
3
SC
3
Savant Capital
Illinois
$16.9M
4
FH
4
Financial Harvest
Florida
$0
5
FMWA
5
Forvis Mazars Wealth Advisors
Missouri
$4.15M
Name Market Value Shares Shares
Change 		Shares
Change %
AP
1
Adero Partners
California
$74.4M 3,131,148 +109,659 +4%
HighTower Advisors
2
HighTower Advisors
Illinois
$60.5M 2,545,950 +207,867 +9%
Prudential Financial
3
Prudential Financial
New Jersey
$55.7M 2,342,800 +1,236,100 +112%
EGWAG
4
Elwood & Goetz Wealth Advisory Group
Georgia
$47.9M 2,014,213 +64,199 +3%
BHWM
5
Beaird Harris Wealth Management
Texas
$41.2M 1,732,271 +51,100 +3%
RIP
6
RAM Investment Partners
Washington
$29M 1,219,650 +16,100 +1%
MFT
7
Moisand Fitzgerald Tamayo
Florida
$26.8M 1,127,983 +61,412 +6%
RFP
8
Root Financial Partners
California
$26.4M 1,110,962 +140,598 +14%
RK
9
Rather & Kittrell
Tennessee
$20.4M 856,153 +7,059 +0.8%
GOCP
10
Great Oak Capital Partners
Massachusetts
$18.6M 819,010 – –
SC
11
Savant Capital
Illinois
$16.9M 709,901 -302,286 -30%
PFM
12
Phillips Financial Management
Indiana
$14.3M 601,887 +42,722 +8%
AWM
13
Aprio Wealth Management
Georgia
$13.1M 551,152 +178,433 +48%
BA
14
Bridgewater Advisors
New York
$12.5M 539,518 +22,160 +4%
SFA
15
Sequoia Financial Advisors
Ohio
$12.1M 510,780 +158,894 +45%
EWA
16
Exencial Wealth Advisors
Oklahoma
$11.7M 493,095 +10,690 +2%
UWM
17
United Wealth Management
Virginia
$11.4M 479,767 +38,572 +9%
WDG
18
Wealth Dimensions Group
Ohio
$11.4M 478,110 +50,959 +12%
HWM
19
Hemington Wealth Management
Virginia
$11.3M 475,839 +269,361 +130%
BFA
20
Brown Financial Advisory
Alabama
$11.1M 467,625 -75,570 -14%
CWM
21
Core Wealth Management
Florida
$10.6M 447,978 -6,439 -1%
Focus Partners Wealth
22
Focus Partners Wealth
Massachusetts
$10.5M 441,558 +61,619 +16%
FW
23
Fidato Wealth
Ohio
$10.2M 429,409 +11,511 +3%
FFM
24
Forum Financial Management
Illinois
$9.56M 402,390 -1,348 -0.3%
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$9.32M 392,248 -3,536 -0.9%
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