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Dimensional US Real Estate ETF

286 hedge funds and large institutions have $1.19B invested in Dimensional US Real Estate ETF in 2026 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 145 increasing their positions, 69 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

110% more repeat investments, than reductions

Existing positions increased: 145 | Existing positions reduced: 69

47% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 19

14% more funds holding in top 10

Funds holding in top 10: 2225 (+3)

9% more capital invested

Capital invested by funds: $1.1B → $1.19B (+$94.2M)

1% more funds holding

Funds holding: 283286 (+3)

0% more call options, than puts

Call options by funds: $237K | Put options by funds: $237K

0.9% less ownership

Funds ownership: 77.21%76.31% (-0.9%)

Holders
286
Holders Change
+3
Holders Change %
+1.06%
% of All Funds
3.52%
Holding in Top 10
25
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+13.64%
% of All Funds
0.31%
New
28
Increased
145
Reduced
69
Closed
19
Calls
$237K
Puts
$237K
Net Calls
Net Calls Change
-$364K
Name Holding Trade Value Shares
Change
Change in
Stake
Focus Partners Wealth
1
Focus Partners Wealth
Massachusetts
$89.1M -$5.48M -228,027 -6%
HighTower Advisors
2
HighTower Advisors
Illinois
$63.7M +$2.87M +119,390 +5%
EGWAG
3
Elwood & Goetz Wealth Advisory Group
Georgia
$59.8M +$3.7M +153,777 +6%
Prudential Financial
4
Prudential Financial
New Jersey
$52M -$6.11M -253,975 -10%
RFP
5
Root Financial Partners
California
$50.1M +$5.01M +208,208 +11%
VT
6
Vise Technologies
New York
$38.9M
MFT
7
Moisand Fitzgerald Tamayo
Florida
$34.2M +$2.07M +86,016 +6%
RIP
8
RAM Investment Partners
Washington
$33.8M +$1.74M +72,383 +5%
Two Sigma Investments
9
Two Sigma Investments
New York
$31.4M +$15.2M +633,300 +91%
GOCP
10
Great Oak Capital Partners
Massachusetts
$25.9M +$1.2M +50,120 +5%
RK
11
Rather & Kittrell
Tennessee
$23.8M -$115K -4,787 -0.5%
BPA
12
Beacon Pointe Advisors
California
$22M +$1.81M +75,406 +9%
SC
13
Savant Capital
Illinois
$16.9M -$5.91M -245,861 -26%
SFA
14
Sequoia Financial Advisors
Ohio
$16.7M +$465K +19,342 +3%
WDG
15
Wealth Dimensions Group
Ohio
$16.6M +$1.33M +55,113 +8%
BEW
16
Burton Enright Welch
California
$16.5M +$556K +23,138 +3%
PFM
17
Phillips Financial Management
Indiana
$16.4M -$1.32M -54,805 -7%
UWM
18
United Wealth Management
Virginia
$14.1M +$1.7M +70,685 +13%
FW
19
Fidato Wealth
Ohio
$12.6M +$218K +9,064 +2%
EWA
20
Exencial Wealth Advisors
Oklahoma
$12.2M +$603K +25,091 +5%
Pathstone Holdings
21
Pathstone Holdings
New Jersey
$12.1M -$2.29M -95,227 -16%
CWM
22
Core Wealth Management
Florida
$11.5M +$179K +7,454 +2%
JTWM
23
Jackson Thornton Wealth Management
Alabama
$11.3M +$659K +27,411 +6%
LI
24
LRI Investments
Florida
$10.9M +$2.63M +109,578 +31%
Raymond James Financial
25
Raymond James Financial
Florida
$10.8M +$1.32M +55,096 +14%

DFAR Hedge Fund Activity: Q1 2026 in Review

286 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Dimensional US Real Estate ETF (DFAR) for Q1 2026, worth a combined $1.19B — up 8.6% from $1.1B a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new DFAR positions and 19 closed out — a net gain of 9 holders — while 145 added to existing stakes and 69 trimmed.

The largest buyer was Two Sigma Investments, adding an estimated $15.2M. The largest seller was Prudential Financial, cutting an estimated $6.11M.

  • 286 institutional investors held Dimensional US Real Estate ETF (DFAR) as of Q1 2026, up from 283 in Q4 2025.
  • Funds reported $1.19B of Dimensional US Real Estate ETF stock for Q1 2026, up 8.6% quarter-over-quarter.
  • 28 funds opened new Dimensional US Real Estate ETF positions in Q1 2026 and 19 closed out, a net change of +9 holders.
  • The largest Dimensional US Real Estate ETF buyer in Q1 2026 was Two Sigma Investments, an estimated $15.2M added.
  • The largest Dimensional US Real Estate ETF seller in Q1 2026 was Prudential Financial, an estimated $6.11M sold.

Based on aggregated 13F filings for Q1 2026.