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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
DAS
26
Dynamic Advisor Solutions
Arizona
$9.29M +$192K +8,277 +2%
LPL Financial
27
LPL Financial
California
$9.24M +$2.03M +87,600 +29%
WCWM
28
Willow Creek Wealth Management
California
$9.06M +$126K +5,412 +1%
Raymond James Financial
29
Raymond James Financial
Florida
$8.66M +$254K +10,938 +3%
JTWM
30
Jackson Thornton Wealth Management
Alabama
$8.35M +$992K +42,726 +14%
TFO
31
Timonier Family Office
North Carolina
$8.02M +$764K +32,917 +11%
HSG
32
Helen Stephens Group
Texas
$7.9M -$151K -6,505 -2%
CPW
33
Crestmont Private Wealth
Texas
$7.73M -$199K -8,558 -3%
OFA
34
Onyx Financial Advisors
Idaho
$7.55M +$50.7K +2,183 +0.7%
Betterment LLC
35
Betterment LLC
New York
$7.28M +$972K +41,875 +16%
PS
36
Pinney & Scofield
Massachusetts
$6.61M +$570K +24,561 +10%
BPA
37
Beacon Pointe Advisors
California
$6.28M -$118K -5,099 -2%
VAG
38
Vannoy Advisory Group
Texas
$5.96M +$121K +5,193 +2%
SFO
39
Stokes Family Office
Louisiana
$5.93M +$9.68K +417 +0.2%
DF
40
DecisionPoint Financial
Arizona
$5.73M +$1.19M +51,174 +27%
PFG
41
Pinnacle Financial Group
Illinois
$5.7M +$97.1K +4,182 +2%
PAG
42
Private Advisor Group
New Jersey
$5.67M +$1.33M +57,173 +31%
DWM
43
Diversify Wealth Management
Utah
$5.51M -$917K -39,488 -14%
PFA
44
Pillar Financial Advisors
Kentucky
$5.36M +$148K +6,358 +3%
CW
45
Curio Wealth
Maryland
$5.34M +$5.27M +227,138 +48,952%
SPWM
46
Straight Path Wealth Management
Michigan
$5.27M +$420K +18,091 +9%
FH
47
Financial Harvest
Florida
$5.24M +$5.19M +223,532 New
APC
48
Asset Planning Corporation
Tennessee
$5.09M +$1.6K +69 +0%
AC
49
AWM Capital
Arizona
$4.95M +$2.61M +112,274 +114%
CPIG
50
Chicago Partners Investment Group
Illinois
$4.81M +$104K +4,468 +2%

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.