Dimensional US Real Estate ETF
DFAR
237 hedge funds and large institutions have $907M invested in Dimensional US Real Estate ETF in 2024 Q4 according to their latest regulatory filings, with 47 funds opening new positions, 111 increasing their positions, 57 reducing their positions, and 15 closing their positions.
213% more first-time investments, than exits
New positions opened: 47 | Existing positions closed: 15
95% more repeat investments, than reductions
Existing positions increased: 111 | Existing positions reduced: 57
33% more funds holding in top 10
Funds holding in top 10: 18 → 24 (+6)
13% more funds holding
Funds holding: 209 → 237 (+28)
7% more capital invested
Capital invested by funds: $850M → $907M (+$57.8M)
6.7% more ownership
Funds ownership: 69.44% → 76.13% (+6.7%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Prudential Financial
Newark,
New Jersey
|
+$27.4M |
| 2 |
EP
Essential Planning
Portsmouth,
New Hampshire
|
+$16.5M |
| 3 |
RFP
Root Financial Partners
Encinitas,
California
|
+$5.48M |
| 4 |
HighTower Advisors
Chicago,
Illinois
|
+$3.52M |
| 5 |
Focus Partners Wealth
Boston,
Massachusetts
|
+$3.06M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SC
Savant Capital
Rockford,
Illinois
|
-$6.18M |
| 2 |
FMWA
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
-$2.75M |
| 3 |
APC
Asset Planning Corporation
Knoxville,
Tennessee
|
-$2.57M |
| 4 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$1.38M |
| 5 |
Mariner
Overland Park,
Kansas
|
-$1.35M |
DFAR Hedge Fund Activity: Q4 2024 in Review
237 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Dimensional US Real Estate ETF (DFAR) for Q4 2024, worth a combined $907M — up 6.8% from $850M a quarter earlier.
Buyers outnumbered sellers: 47 funds opened new DFAR positions and 15 closed out — a net gain of 32 holders — while 111 added to existing stakes and 57 trimmed.
The largest buyer was Prudential Financial, opening a new position worth an estimated $27.4M. The largest seller was Savant Capital, cutting an estimated $6.18M.
- 237 institutional investors held Dimensional US Real Estate ETF (DFAR) as of Q4 2024, up from 209 in Q3 2024.
- Funds reported $907M of Dimensional US Real Estate ETF stock for Q4 2024, up 6.8% quarter-over-quarter.
- 47 funds opened new Dimensional US Real Estate ETF positions in Q4 2024 and 15 closed out, a net change of +32 holders.
- The largest Dimensional US Real Estate ETF buyer in Q4 2024 was Prudential Financial, an estimated $27.4M added.
- The largest Dimensional US Real Estate ETF seller in Q4 2024 was Savant Capital, an estimated $6.18M sold.
Based on aggregated 13F filings for Q4 2024.