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Dimensional US Real Estate ETF
DFAR

187 hedge funds and large institutions have $620M invested in Dimensional US Real Estate ETF in 2024 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 110 increasing their positions, 46 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

139% more repeat investments, than reductions

Existing positions increased: 110 | Existing positions reduced: 46

78% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 9

2% more capital invested

Capital invested by funds: $608M → $620M (+$11.9M)

1% more funds holding

Funds holding: 186 → 187 (+1)

4.88% less ownership

Funds ownership: 69.81% → 64.93% (-4.9%)

10% less funds holding in top 10

Funds holding in top 10: 21 → 19 (-2)

Holders
187
Holders Change
+1
Holders Change %
+0.54%
% of All Funds
2.69%
Holding in Top 10
19
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-9.52%
% of All Funds
0.27%
New
16
Increased
110
Reduced
46
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AP
Adero Partners
California
+$40.2M
2
EWA
Exencial Wealth Advisors
Oklahoma
+$9.12M
3
HighTower Advisors
HighTower Advisors
Illinois
+$4.44M
4
GOCP
Great Oak Capital Partners
Massachusetts
+$3.45M
5
HSG
Helen Stephens Group
Texas
+$1.99M

Top Sellers

1
AWM
AE Wealth Management
Kansas
-$9.56M
2
AWM
Arista Wealth Management
Nevada
-$6.71M
3
AFS
Annapolis Financial Services
Maryland
-$3.03M
4
SC
Savant Capital
Illinois
-$1.41M
5
Mercer Global Advisors
Mercer Global Advisors
Colorado
-$1.27M
Name Holding Trade Value Shares
Change 		Change in
Stake
LFGO
51
Legacy Financial Group (Oklahoma)
Oklahoma
$3.28M +$511K +23,211 +19%
SPWM
52
Straight Path Wealth Management
Michigan
$3.15M +$307K +13,953 +11%
SAM
53
Satovsky Asset Management
New York
$3.15M +$180K +8,149 +6%
GWM
54
Grand Wealth Management
Michigan
$3.05M +$442K +20,043 +17%
CPIG
55
Chicago Partners Investment Group
Illinois
$3.01M +$464K +21,039 +17%
Pathstone Holdings
56
Pathstone Holdings
New Jersey
$2.76M -$170K -7,696 -6%
MGWA
57
Monument Group Wealth Advisors
Massachusetts
$2.67M +$564K +25,587 +27%
MCA
58
Maryland Capital Advisors
Maryland
$2.58M +$135K +6,141 +6%
AWM
59
AE Wealth Management
Kansas
$2.57M -$9.56M -434,121 -79%
CWM
60
CarsonAllaria Wealth Management
Illinois
$2.43M +$423K +19,202 +21%
IWS
61
Integrity Wealth Solutions
Colorado
$2.29M +$70.2K +3,186 +3%
AWM
62
Apollon Wealth Management
South Carolina
$2.16M +$58.8K +2,667 +3%
HWM
63
Hemington Wealth Management
Virginia
$2.13M +$1.25M +56,743 +147%
WWWM
64
White Wing Wealth Management
Texas
$2.13M -$167K -7,582 -7%
JC
65
Jentner Corp
Ohio
$2.12M -$30.1K -1,364 -1%
RA
66
RFG Advisory
Alabama
$2.11M -$31.9K -1,446 -2%
DI
67
Disciplined Investments
Oklahoma
$2.07M +$102K +4,608 +5%
SWG
68
Summit Wealth Group
Vermont
$2.06M +$105K +4,746 +5%
FPCG
69
Forum Private Client Group
Indiana
$2M +$624K +28,337 +46%
SRCM
70
Signature Resources Capital Management
California
$1.93M -$74.4K -3,376 -4%
Corient Private Wealth
71
Corient Private Wealth
Florida
$1.92M -$161K -7,292 -8%
SAG
72
SageView Advisory Group
California
$1.8M +$6.41K +291 +0.4%
MML Investors Services
73
MML Investors Services
Massachusetts
$1.76M +$124K +5,613 +8%
THL
74
Tillman Hartley LLC
Colorado
$1.74M +$72.1K +3,274 +4%
GJIA
75
Glass Jacobson Investment Advisors
Maryland
$1.69M +$181K +8,232 +12%
1 2
3
4 5

DFAR Hedge Fund Activity: Q1 2024 in Review

187 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Dimensional US Real Estate ETF (DFAR) for Q1 2024, worth a combined $620M — up 1.9% from $608M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new DFAR positions and 9 closed out — a net gain of 7 holders — while 110 added to existing stakes and 46 trimmed.

The largest buyer was Adero Partners, adding an estimated $40.2M. The largest seller was AE Wealth Management, cutting an estimated $9.56M.

  • 187 institutional investors held Dimensional US Real Estate ETF (DFAR) as of Q1 2024, up from 186 in Q4 2023.
  • Funds reported $620M of Dimensional US Real Estate ETF stock for Q1 2024, up 1.9% quarter-over-quarter.
  • 16 funds opened new Dimensional US Real Estate ETF positions in Q1 2024 and 9 closed out, a net change of +7 holders.
  • The largest Dimensional US Real Estate ETF buyer in Q1 2024 was Adero Partners, an estimated $40.2M added.
  • The largest Dimensional US Real Estate ETF seller in Q1 2024 was AE Wealth Management, an estimated $9.56M sold.

Based on aggregated 13F filings for Q1 2024.