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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
Commonwealth Equity Services
26
Commonwealth Equity Services
Massachusetts
$9.32M -$83.4K -3,536 -0.9%
SAM
27
Satovsky Asset Management
New York
$9.25M +$26.2K +1,109 +0.3%
DAS
28
Dynamic Advisor Solutions
Arizona
$9.21M +$291K +12,345 +3%
WCWM
29
Willow Creek Wealth Management
California
$9.05M -$1.49M -63,160 -14%
Raymond James Financial
30
Raymond James Financial
Florida
$8.51M +$1.69M +71,816 +25%
HSG
31
Helen Stephens Group
Texas
$8.16M +$338K +14,337 +4%
CPW
32
Crestmont Private Wealth
Texas
$8.03M -$611K -25,915 -7%
OFA
33
Onyx Financial Advisors
Idaho
$7.6M +$612K +25,950 +9%
TFO
34
Timonier Family Office
North Carolina
$7.34M +$1.42M +60,050 +24%
LPL Financial
35
LPL Financial
California
$7.28M +$196K +8,305 +3%
JTWM
36
Jackson Thornton Wealth Management
Alabama
$7.19M +$536K +22,729 +8%
BPA
37
Beacon Pointe Advisors
California
$6.49M -$18.8K -797 -0.3%
DWM
38
Diversify Wealth Management
Utah
$6.45M -$1.08M -45,863 -14%
Betterment LLC
39
Betterment LLC
New York
$6.38M +$964K +40,865 +18%
PS
40
Pinney & Scofield
Massachusetts
$6.11M +$693K +29,381 +13%
SFO
41
Stokes Family Office
Louisiana
$6M +$5.96M +252,496 New
VAG
42
Vannoy Advisory Group
Texas
$5.91M +$81.4K +3,453 +1%
PFG
43
Pinnacle Financial Group
Illinois
$5.68M -$18K -763 -0.3%
PFA
44
Pillar Financial Advisors
Kentucky
$5.28M +$386K +16,356 +8%
APC
45
Asset Planning Corporation
Tennessee
$5.15M -$170K -7,191 -3%
AWM
46
Austin Wealth Management
Texas
$5.01M -$362K -15,369 -7%
CW
47
Curio Wealth
Maryland
$4.93M -$4.88M -207,105 -100%
SPWM
48
Straight Path Wealth Management
Michigan
$4.91M +$485K +20,554 +11%
PWM
49
PBMares Wealth Management
Virginia
$4.76M -$591K -25,073 -11%
LFGO
50
Legacy Financial Group (Oklahoma)
Oklahoma
$4.74M +$292K +12,378 +7%
1
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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.