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Dimensional US Real Estate ETF
DFAR

189 hedge funds and large institutions have $716M invested in Dimensional US Real Estate ETF in 2024 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 99 increasing their positions, 54 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

83% more repeat investments, than reductions

Existing positions increased: 99 | Existing positions reduced: 54

31% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 13

15% more capital invested

Capital invested by funds: $620M → $716M (+$95.8M)

4.55% more ownership

Funds ownership: 64.93% → 69.48% (+4.6%)

1% more funds holding

Funds holding: 187 → 189 (+2)

21% less funds holding in top 10

Funds holding in top 10: 19 → 15 (-4)

Holders
189
Holders Change
+2
Holders Change %
+1.07%
% of All Funds
2.73%
Holding in Top 10
15
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-21.05%
% of All Funds
0.22%
New
17
Increased
99
Reduced
54
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SC
Savant Capital
Illinois
+$25M
2
MFT
Moisand Fitzgerald Tamayo
Florida
+$21.9M
3
AP
Adero Partners
California
+$20.5M
4
HighTower Advisors
HighTower Advisors
Illinois
+$7.25M
5
SAM
Satovsky Asset Management
New York
+$5.27M

Top Sellers

1
RS
Retirement Solution
Washington
-$7.7M
2
IWC
Integrated Wealth Concepts
Massachusetts
-$7.66M
3
BHWM
Beaird Harris Wealth Management
Texas
-$2.86M
4
NA
NewEdge Advisors
Louisiana
-$2.61M
5
Mercer Global Advisors
Mercer Global Advisors
Colorado
-$2.06M
Name Holding Trade Value Shares
Change 		Change in
Stake
DWM
26
Diversify Wealth Management
Utah
$7.71M +$7.1M +330,693 New
APC
27
Asset Planning Corporation
Tennessee
$7.39M -$7.69K -358 -0.1%
HSG
28
Helen Stephens Group
Texas
$7.3M +$1.4M +65,037 +25%
SFA
29
Sequoia Financial Advisors
Ohio
$6.87M +$1M +46,668 +18%
PFG
30
Pinnacle Financial Group
Illinois
$6.65M +$100K +4,658 +2%
BPA
31
Beacon Pointe Advisors
California
$6.05M -$489K -22,757 -8%
OFA
32
Onyx Financial Advisors
Idaho
$6.03M +$370K +17,225 +7%
LPL Financial
33
LPL Financial
California
$5.8M +$876K +40,785 +18%
AWM
34
Austin Wealth Management
Texas
$5.63M -$71.6K -3,332 -1%
VAG
35
Vannoy Advisory Group
Texas
$5.48M +$179K +8,336 +3%
RWM
36
Rockwood Wealth Management
Pennsylvania
$4.92M +$317K +14,781 +7%
BSW
37
Buckingham Strategic Wealth
Missouri
$4.85M +$574K +26,713 +14%
CPIG
38
Chicago Partners Investment Group
Illinois
$4.45M +$920K +42,828 +30%
DF
39
DecisionPoint Financial
Arizona
$4.27M +$180K +8,373 +5%
EAM
40
Evanson Asset Management
California
$4.26M +$801K +37,312 +24%
CCM
41
Carlson Capital Management
Minnesota
$4.14M -$209K -9,732 -5%
PWM
42
PBMares Wealth Management
Virginia
$4.14M +$572K +26,642 +17%
RWM
43
Ruedi Wealth Management
Illinois
$4.09M +$163K +7,572 +4%
Betterment LLC
44
Betterment LLC
New York
$3.99M +$659K +30,661 +20%
OA
45
Oceanside Advisors
South Carolina
$3.93M +$105K +4,901 +3%
GCA
46
Gradient Capital Advisors
California
$3.78M +$121K +5,637 +3%
SPWM
47
Straight Path Wealth Management
Michigan
$3.73M +$600K +27,920 +20%
RJFSA
48
Raymond James Financial Services Advisors
Florida
$3.63M +$187K +8,720 +6%
AWM
49
Aprio Wealth Management
Georgia
$3.54M +$3.44M +160,211 New
LFGO
50
Legacy Financial Group (Oklahoma)
Oklahoma
$3.48M +$234K +10,896 +7%
1
2
3 4 5

DFAR Hedge Fund Activity: Q2 2024 in Review

189 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Dimensional US Real Estate ETF (DFAR) for Q2 2024, worth a combined $716M — up 15% from $620M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new DFAR positions and 13 closed out — a net gain of 4 holders — while 99 added to existing stakes and 54 trimmed.

The largest buyer was Savant Capital, adding an estimated $25M. The largest seller was Retirement Solution, exiting entirely with an estimated $7.7M sold.

  • 189 institutional investors held Dimensional US Real Estate ETF (DFAR) as of Q2 2024, up from 187 in Q1 2024.
  • Funds reported $716M of Dimensional US Real Estate ETF stock for Q2 2024, up 15% quarter-over-quarter.
  • 17 funds opened new Dimensional US Real Estate ETF positions in Q2 2024 and 13 closed out, a net change of +4 holders.
  • The largest Dimensional US Real Estate ETF buyer in Q2 2024 was Savant Capital, an estimated $25M added.
  • The largest Dimensional US Real Estate ETF seller in Q2 2024 was Retirement Solution, an estimated $7.7M sold.

Based on aggregated 13F filings for Q2 2024.