We are live on ! Find out more
DFAR icon

Dimensional US Real Estate ETF
DFAR

209 hedge funds and large institutions have $850M invested in Dimensional US Real Estate ETF in 2024 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 88 increasing their positions, 68 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 7

29% more repeat investments, than reductions

Existing positions increased: 88 | Existing positions reduced: 68

20% more funds holding in top 10

Funds holding in top 10: 15 → 18 (+3)

19% more capital invested

Capital invested by funds: $716M → $850M (+$134M)

11% more funds holding

Funds holding: 189 → 209 (+20)

0.05% less ownership

Funds ownership: 69.48% → 69.44% (-0.05%)

Holders
209
Holders Change
+20
Holders Change %
+10.58%
% of All Funds
3%
Holding in Top 10
18
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+20%
% of All Funds
0.26%
New
28
Increased
88
Reduced
68
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$6.2M
2
RFP
Root Financial Partners
California
+$4.88M
3
AWM
Aprio Wealth Management
Georgia
+$3.17M
4
RJFSA
Raymond James Financial Services Advisors
Florida
+$2.02M
5
JTWM
Jackson Thornton Wealth Management
Alabama
+$1.85M

Top Sellers

1
FMWA
Forvis Mazars Wealth Advisors
Missouri
-$3.33M
2
SC
Savant Capital
Illinois
-$3.24M
3
CCM
Carlson Capital Management
Minnesota
-$1.99M
4
NA
NewEdge Advisors
Louisiana
-$1.37M
5
BHWM
Beaird Harris Wealth Management
Texas
-$1.24M
Name Holding Trade Value Shares
Change 		Change in
Stake
CPW
26
Crestmont Private Wealth
Texas
$9.07M +$56.4K +2,330 +0.7%
SFA
27
Sequoia Financial Advisors
Ohio
$8.5M +$493K +20,346 +7%
APC
28
Asset Planning Corporation
Tennessee
$8.4M -$162K -6,712 -2%
DWM
29
Diversify Wealth Management
Utah
$8.38M -$39.5K -1,631 -0.5%
AWM
30
Aprio Wealth Management
Georgia
$7.47M +$3.17M +130,992 +82%
OFA
31
Onyx Financial Advisors
Idaho
$7.21M +$202K +8,326 +3%
BPA
32
Beacon Pointe Advisors
California
$7.05M +$21.8K +899 +0.3%
LPL Financial
33
LPL Financial
California
$6.99M +$247K +10,183 +4%
PFG
34
Pinnacle Financial Group
Illinois
$6.63M -$1.02M -42,042 -14%
Focus Partners Wealth
35
Focus Partners Wealth
Massachusetts
$6.57M +$6.2M +256,171 New
RJFSA
36
Raymond James Financial Services Advisors
Florida
$6.36M +$2.02M +83,561 +51%
VAG
37
Vannoy Advisory Group
Texas
$6.32M -$34.5K -1,427 -0.6%
AWM
38
Austin Wealth Management
Texas
$6.11M -$76.8K -3,171 -1%
JTWM
39
Jackson Thornton Wealth Management
Alabama
$5.94M +$1.85M +76,556 +49%
PWM
40
PBMares Wealth Management
Virginia
$5.59M +$747K +30,842 +16%
RWM
41
Rockwood Wealth Management
Pennsylvania
$5.55M -$151K -6,238 -3%
EAM
42
Evanson Asset Management
California
$5.47M +$501K +20,697 +11%
Betterment LLC
43
Betterment LLC
New York
$5.34M +$671K +27,718 +15%
EFG
44
Elios Financial Group
Ohio
$5.08M +$4.8M +198,133 New
CPIG
45
Chicago Partners Investment Group
Illinois
$4.79M +$24.4K +1,007 +0.5%
OA
46
Oceanside Advisors
South Carolina
$4.68M +$116K +4,780 +3%
DF
47
DecisionPoint Financial
Arizona
$4.62M -$11.8K -488 -0.3%
GCA
48
Gradient Capital Advisors
California
$4.58M +$186K +7,669 +4%
SPWM
49
Straight Path Wealth Management
Michigan
$4.55M +$208K +8,592 +5%
RWM
50
Ruedi Wealth Management
Illinois
$4.43M -$301K -12,423 -7%
1
2
3 4 5

DFAR Hedge Fund Activity: Q3 2024 in Review

209 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Dimensional US Real Estate ETF (DFAR) for Q3 2024, worth a combined $850M — up 19% from $716M a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new DFAR positions and 7 closed out — a net gain of 21 holders — while 88 added to existing stakes and 68 trimmed.

The largest buyer was Focus Partners Wealth, opening a new position worth an estimated $6.2M. The largest seller was Forvis Mazars Wealth Advisors, cutting an estimated $3.33M.

  • 209 institutional investors held Dimensional US Real Estate ETF (DFAR) as of Q3 2024, up from 189 in Q2 2024.
  • Funds reported $850M of Dimensional US Real Estate ETF stock for Q3 2024, up 19% quarter-over-quarter.
  • 28 funds opened new Dimensional US Real Estate ETF positions in Q3 2024 and 7 closed out, a net change of +21 holders.
  • The largest Dimensional US Real Estate ETF buyer in Q3 2024 was Focus Partners Wealth, an estimated $6.2M added.
  • The largest Dimensional US Real Estate ETF seller in Q3 2024 was Forvis Mazars Wealth Advisors, an estimated $3.33M sold.

Based on aggregated 13F filings for Q3 2024.