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Dimensional US Real Estate ETF
DFAR

243 hedge funds and large institutions have $972M invested in Dimensional US Real Estate ETF in 2025 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 116 increasing their positions, 70 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

172% more call options, than puts

Call options by funds: $647K | Put options by funds: $238K

100% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 11

66% more repeat investments, than reductions

Existing positions increased: 116 | Existing positions reduced: 70

7% more capital invested

Capital invested by funds: $907M → $972M (+$64.3M)

3% more funds holding

Funds holding: 237 → 243 (+6)

2.14% less ownership

Funds ownership: 76.13% → 73.99% (-2.1%)

17% less funds holding in top 10

Funds holding in top 10: 24 → 20 (-4)

Holders
243
Holders Change
+6
Holders Change %
+2.53%
% of All Funds
3.26%
Holding in Top 10
20
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-16.67%
% of All Funds
0.27%
New
22
Increased
116
Reduced
70
Closed
11
Calls
$647K
Puts
$238K
Net Calls
+$409K
Net Calls Change
+$365K

Top Buyers

1
Prudential Financial
Prudential Financial
New Jersey
+$29.2M
2
HWM
Hemington Wealth Management
Virginia
+$6.35M
3
SFO
Stokes Family Office
Louisiana
+$5.96M
4
HighTower Advisors
HighTower Advisors
Illinois
+$4.9M
5
AWM
Aprio Wealth Management
Georgia
+$4.21M

Top Sellers

1
EP
Essential Planning
New Hampshire
-$15.8M
2
SC
Savant Capital
Illinois
-$7.39M
3
CW
Curio Wealth
Maryland
-$4.88M
4
FH
Financial Harvest
Florida
-$4.53M
5
FMWA
Forvis Mazars Wealth Advisors
Missouri
-$2.22M
Name Holding Trade Value Shares
Change 		Change in
Stake
SN
226
Sittner & Nelson
Oregon
$27.6K +$27.4K +1,161 New
KSWA
227
Kathleen S. Wright Associates
Pennsylvania
$25.6K – – –
EWP
228
Elevation Wealth Partners
California
$25K +$24.8K +1,051 New
OCM
229
Orion Capital Management
California
$19.6K – – –
ACA
230
Aptus Capital Advisors
Alabama
$17.9K +$17.8K +754 New
GWSA
231
Global Wealth Strategies & Associates
Colorado
$16.2K – – –
AssetMark Inc
232
AssetMark Inc
California
$15.2K +$15.1K +639 New
Qube Research & Technologies (QRT)
233
Qube Research & Technologies (QRT)
United Kingdom
$11.4K +$9.22K +391 +444%
VWA
234
VSM Wealth Advisory
Maryland
$10.7K -$26.6K -1,128 -71%
ACM
235
Anfield Capital Management
California
$6.61K – – –
MWA
236
Medallion Wealth Advisors
Connecticut
$5.73K -$991 -42 -15%
ADL
237
Asset Dedication LLC
California
$3.16K – – –
PB
238
Pinnacle Bancorp
Nebraska
$2.14K – – –
IF
239
Integrity Financial
Wyoming
$1.17K +$1.16K +49 New
UBS Group
240
UBS Group
Switzerland
$737 – – –
SIC
241
SJS Investment Consulting
Ohio
$167 – – –
CAWM
242
Capital A Wealth Management
Pennsylvania
$166 +$165 +7 New
OSAM
243
O'Shaughnessy Asset Management
Connecticut
$24 +$24 +1 New
FH
244
Financial Harvest
Florida
– -$4.53M -194,763 Closed
RA
245
RFG Advisory
Alabama
– -$1.9M -81,644 Closed
RLIM
246
Red Lighthouse Investment Management
New York
– -$1.07M -46,180 Closed
Jane Street
247
Jane Street
New York
– -$710K -30,491 Closed
Citadel Advisors
248
Citadel Advisors
Florida
– -$626K -26,521 Closed
MWM
249
Mission Wealth Management
California
– -$234K -10,071 Closed
MGWA
250
Monument Group Wealth Advisors
Massachusetts
– -$202K -8,702 Closed
7 8 9
10
11

DFAR Hedge Fund Activity: Q1 2025 in Review

243 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in Dimensional US Real Estate ETF (DFAR) for Q1 2025, worth a combined $972M — up 7.1% from $907M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new DFAR positions and 11 closed out — a net gain of 11 holders — while 116 added to existing stakes and 70 trimmed.

The largest buyer was Prudential Financial, adding an estimated $29.2M. The largest seller was Essential Planning, cutting an estimated $15.8M.

  • 243 institutional investors held Dimensional US Real Estate ETF (DFAR) as of Q1 2025, up from 237 in Q4 2024.
  • Funds reported $972M of Dimensional US Real Estate ETF stock for Q1 2025, up 7.1% quarter-over-quarter.
  • 22 funds opened new Dimensional US Real Estate ETF positions in Q1 2025 and 11 closed out, a net change of +11 holders.
  • The largest Dimensional US Real Estate ETF buyer in Q1 2025 was Prudential Financial, an estimated $29.2M added.
  • The largest Dimensional US Real Estate ETF seller in Q1 2025 was Essential Planning, an estimated $15.8M sold.

Based on aggregated 13F filings for Q1 2025.