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Dimensional US Real Estate ETF
DFAR

Overview Fund Activity

254 hedge funds and large institutions have $979M invested in Dimensional US Real Estate ETF in 2025 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 109 increasing their positions, 77 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
254
Holders Change
+14
Holders Change %
+5.83%
% of All Funds
3.41%
Holding in Top 10
19
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5%
% of All Funds
0.25%
New
33
Increased
109
Reduced
77
Closed
15
Calls
$225K
Puts
–
Net Calls
+$225K
Net Calls Change
-$184K

Top Buyers

1
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
$84.1M
2
Pathstone Holdings
Pathstone Holdings
New Jersey
$11.8M
3
CW
Curio Wealth
Maryland
$5.34M
4
FH
Financial Harvest
Florida
$5.24M
5
Prudential Financial
Prudential Financial
New Jersey
$58.4M

Top Sellers

1
HighTower Advisors
HighTower Advisors
Illinois
$50.2M
2
BFA
Brown Financial Advisory
Alabama
$3.9M
3
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$4.19M
4
AWM
Austin Wealth Management
Texas
$2.39M
5
SC
Savant Capital
Illinois
$14.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
Focus Partners Wealth
1
Focus Partners Wealth
Massachusetts
$84.1M +$73.8M +3,145,213 +712%
Prudential Financial
2
Prudential Financial
New Jersey
$58.4M +$3.45M +147,000 +6%
HighTower Advisors
3
HighTower Advisors
Illinois
$50.2M -$9.52M -405,742 -16%
EGWAG
4
Elwood & Goetz Wealth Advisory Group
Georgia
$48.6M +$1.39M +59,154 +3%
BHWM
5
Beaird Harris Wealth Management
Texas
$42M +$1.32M +56,371 +3%
RIP
6
RAM Investment Partners
Washington
$29.7M +$1.1M +46,825 +4%
MFT
7
Moisand Fitzgerald Tamayo
Florida
$28.2M +$1.72M +73,258 +6%
RFP
8
Root Financial Partners
California
$24.7M -$1.33M -56,601 -5%
GOCP
9
Great Oak Capital Partners
Massachusetts
$20.6M +$1.3M +55,403 +7%
RK
10
Rather & Kittrell
Tennessee
$20.3M +$202K +8,623 +1%
AWM
11
Aprio Wealth Management
Georgia
$16.2M +$3.25M +138,632 +25%
PFM
12
Phillips Financial Management
Indiana
$14.7M +$595K +25,352 +4%
SFA
13
Sequoia Financial Advisors
Ohio
$14.6M +$2.65M +112,790 +22%
SC
14
Savant Capital
Illinois
$14.3M -$2.36M -100,715 -14%
BA
15
Bridgewater Advisors
New York
$13.4M +$505K +21,157 +4%
WDG
16
Wealth Dimensions Group
Ohio
$12M +$827K +35,237 +7%
Pathstone Holdings
17
Pathstone Holdings
New Jersey
$11.8M +$7.9M +336,587 +204%
EWA
18
Exencial Wealth Advisors
Oklahoma
$11.4M -$183K -7,818 -2%
UWM
19
United Wealth Management
Virginia
$11.4M +$104K +4,428 +0.9%
FW
20
Fidato Wealth
Ohio
$10.8M +$742K +31,635 +7%
CWM
21
Core Wealth Management
Florida
$10.7M +$233K +9,925 +2%
HWM
22
Hemington Wealth Management
Virginia
$10.5M -$649K -27,678 -6%
FFM
23
Forum Financial Management
Illinois
$9.44M -$1.01K -43 -0%
SAM
24
Satovsky Asset Management
New York
$9.36M +$230K +9,815 +3%
DAS
25
Dynamic Advisor Solutions
Arizona
$9.29M +$194K +8,277 +2%
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