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Dimensional US Real Estate ETF

256 hedge funds and large institutions have $990M invested in Dimensional US Real Estate ETF in 2025 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 110 increasing their positions, 79 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 16

39% more repeat investments, than reductions

Existing positions increased: 110 | Existing positions reduced: 79

5% more funds holding

Funds holding: 243256 (+13)

2% more capital invested

Capital invested by funds: $972M → $990M (+$18.8M)

0.07% less ownership

Funds ownership: 73.99%73.92% (-0.07%)

5% less funds holding in top 10

Funds holding in top 10: 2019 (-1)

Holders
256
Holders Change
+13
Holders Change %
+5.35%
% of All Funds
3.37%
Holding in Top 10
19
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5%
% of All Funds
0.25%
New
32
Increased
110
Reduced
79
Closed
16
Calls
$225K
Puts
Net Calls
+$225K
Net Calls Change
-$184K
Name Holding Trade Value Shares
Change
Change in
Stake
KSWA
226
Kathleen S. Wright Associates
Pennsylvania
$54.8K +$29.3K +1,260 +117%
JP Morgan Chase
227
JP Morgan Chase
New York
$54K -$34.1K -1,470 -39%
SN
228
Sittner & Nelson
Oregon
$53K +$25.5K +1,098 +95%
JWA
229
JFS Wealth Advisors
Pennsylvania
$50.2K
AF
230
Advisornet Financial
Minnesota
$46.7K +$279 +12 +0.6%
BWL
231
Bogart Wealth LLC
Virginia
$39.8K
OC
232
Oakworth Capital
Alabama
$39K
CA
233
CoreCap Advisors
Michigan
$39K +$38.6K +1,662 New
RWM
234
Rialto Wealth Management
New York
$32K
SRCM
235
Signature Resources Capital Management
California
$29.7K -$884K -38,080 -97%
Comerica Bank
236
Comerica Bank
Texas
$27.6K
EWP
237
Elevation Wealth Partners
California
$24.8K +$139 +6 +0.6%
OCM
238
Orion Capital Management
California
$16.8K -$2.44K -105 -13%
EWA
239
EverSource Wealth Advisors
Alabama
$14.9K -$56.8K -2,445 -79%
GWM
240
Geneos Wealth Management
Colorado
$13.7K -$13.5K -583 -50%
AssetMark Inc
241
AssetMark Inc
California
$11.8K -$3.13K -135 -21%
BHWM
242
Bay Harbor Wealth Management
Maryland
$11.4K +$11.3K +487 New
VWA
243
VSM Wealth Advisory
Maryland
$10.6K
Bessemer Group
244
Bessemer Group
New Jersey
$8K +$8.4K +362 New
ADL
245
Asset Dedication LLC
California
$7.27K +$4.11K +177 +133%
ACM
246
Anfield Capital Management
California
$6.52K
Morgan Stanley
247
Morgan Stanley
New York
$5.31K -$124K -5,328 -96%
DF
248
Dunhill Financial
United Kingdom
$3.59K +$3.55K +153 New
HNB
249
Huntington National Bank
Ohio
$2.21K
PB
250
Pinnacle Bancorp
Nebraska
$2.11K

DFAR Hedge Fund Activity: Q2 2025 in Review

256 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Dimensional US Real Estate ETF (DFAR) for Q2 2025, worth a combined $990M — up 1.9% from $972M a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new DFAR positions and 16 closed out — a net gain of 16 holders — while 110 added to existing stakes and 79 trimmed.

The largest buyer was Focus Partners Wealth, adding an estimated $73M. The largest seller was HighTower Advisors, cutting an estimated $9.42M.

  • 256 institutional investors held Dimensional US Real Estate ETF (DFAR) as of Q2 2025, up from 243 in Q1 2025.
  • Funds reported $990M of Dimensional US Real Estate ETF stock for Q2 2025, up 1.9% quarter-over-quarter.
  • 32 funds opened new Dimensional US Real Estate ETF positions in Q2 2025 and 16 closed out, a net change of +16 holders.
  • The largest Dimensional US Real Estate ETF buyer in Q2 2025 was Focus Partners Wealth, an estimated $73M added.
  • The largest Dimensional US Real Estate ETF seller in Q2 2025 was HighTower Advisors, an estimated $9.42M sold.

Based on aggregated 13F filings for Q2 2025.