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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
HWM
51
Hemington Wealth Management
Virginia
$4.34M +$1.03M +42,361 +32%
LFGO
52
Legacy Financial Group (Oklahoma)
Oklahoma
$4.06M +$157K +6,473 +4%
IWC
53
Integrated Wealth Concepts
Massachusetts
$3.72M -$847 -35 -0%
AWM
54
AE Wealth Management
Kansas
$3.47M +$261K +10,782 +9%
MCA
55
Maryland Capital Advisors
Maryland
$3.2M +$141K +5,808 +5%
Mercer Global Advisors
56
Mercer Global Advisors
Colorado
$3.04M -$533K -22,000 -16%
IWS
57
Integrity Wealth Solutions
Colorado
$3M +$241K +9,945 +9%
GWM
58
Grand Wealth Management
Michigan
$2.94M +$114K +4,690 +4%
CWM
59
CarsonAllaria Wealth Management
Illinois
$2.93M -$13.4K -553 -0.5%
SWA
60
Sax Wealth Advisors
New Jersey
$2.89M -$35.5K -1,466 -1%
CCM
61
Carlson Capital Management
Minnesota
$2.7M -$1.99M -82,121 -44%
Osaic Holdings
62
Osaic Holdings
Arizona
$2.68M +$1.81M +74,893 +252%
Pathstone Holdings
63
Pathstone Holdings
New Jersey
$2.56M +$243K +10,048 +11%
DI
64
Disciplined Investments
Oklahoma
$2.55M +$177K +7,331 +8%
RFP
65
RCS Financial Planning
Maryland
$2.52M -$11.2K -462 -0.5%
Creative Planning
66
Creative Planning
Kansas
$2.43M +$51K +2,108 +2%
Envestnet Asset Management
67
Envestnet Asset Management
Illinois
$2.4M +$255K +10,549 +13%
SIS
68
Strategic Investment Solutions
Illinois
$2.4M -$2.28K -94 -0.1%
BWA
69
BCU Wealth Advisors
Illinois
$2.36M +$367K +15,152 +20%
SWG
70
Summit Wealth Group
Vermont
$2.34M -$114K -4,724 -5%
THL
71
Tillman Hartley LLC
Colorado
$2.32M +$129K +5,329 +6%
GJIA
72
Glass Jacobson Investment Advisors
Maryland
$2.24M +$121K +4,989 +6%
Mariner
73
Mariner
Kansas
$2.24M -$1.18M -48,759 -36%
Corient Private Wealth
74
Corient Private Wealth
Florida
$2.24M +$140K +5,784 +7%
Wealth Enhancement Advisory Services
75
Wealth Enhancement Advisory Services
Minnesota
$2.21M +$407K +16,793 +24%
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.