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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
OA
51
Oceanside Advisors
South Carolina
$4.8M +$122K +5,245 +3%
LFGO
52
Legacy Financial Group (Oklahoma)
Oklahoma
$4.74M +$59.8K +2,577 +1%
GCA
53
Gradient Capital Advisors
California
$4.64M +$161K +6,938 +4%
FPAS
54
Focus Partners Advisor Solutions
Missouri
$4.59M +$465K +20,020 +11%
PWM
55
PBMares Wealth Management
Virginia
$4.58M -$121K -5,209 -3%
EFG
56
Elios Financial Group
Ohio
$4.52M -$103K -4,453 -2%
Northwestern Mutual Wealth Management
57
Northwestern Mutual Wealth Management
Wisconsin
$4.44M +$2.1M +90,466 +92%
SWGC
58
Summit Wealth Group (Colorado)
Colorado
$4.35M +$4.31M +185,618 New
RWM
59
Rockwood Wealth Management
Pennsylvania
$4.32M -$330K -14,233 -7%
Commonwealth Equity Services
60
Commonwealth Equity Services
Massachusetts
$4.18M -$4.97M -213,875 -55%
AWM
61
AE Wealth Management
Kansas
$4.05M +$499K +21,484 +14%
SA
62
Seneschal Advisors
Washington
$4.04M +$734K +31,631 +22%
BFA
63
Brown Financial Advisory
Alabama
$3.9M -$6.99M -301,257 -64%
RWM
64
Ruedi Wealth Management
Illinois
$3.89M -$293K -12,603 -7%
IWS
65
Integrity Wealth Solutions
Colorado
$3.83M +$347K +14,951 +10%
AWMNY
66
Arcadia Wealth Management (New York)
New York
$3.71M +$156K +6,714 +4%
EAM
67
Evanson Asset Management
California
$3.69M +$140K +6,024 +4%
CC
68
Citrine Capital
California
$3.68M -$134K -5,754 -4%
GWM
69
Grand Wealth Management
Michigan
$3.67M -$60.3K -2,599 -2%
LI
70
LRI Investments
Florida
$3.48M +$2.19M +94,159 +174%
MCA
71
Maryland Capital Advisors
Maryland
$3.43M +$94K +4,050 +3%
BWA
72
BCU Wealth Advisors
Illinois
$3.24M +$376K +16,203 +13%
Envestnet Asset Management
73
Envestnet Asset Management
Illinois
$3.15M -$375K -16,166 -11%
IWC
74
Integrated Wealth Concepts
Massachusetts
$3.12M +$28.2K +1,214 +0.9%
AC
75
Apella Capital
Connecticut
$3.08M +$766K +32,976 +34%

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.