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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
MML Investors Services
76
MML Investors Services
Massachusetts
$2.17M -$7.19K -297 -0.3%
RA
77
RFG Advisory
Alabama
$2.09M -$297K -12,286 -13%
AWM
78
Apollon Wealth Management
South Carolina
$2.07M -$96.8K -4,000 -5%
SAG
79
SageView Advisory Group
California
$2M -$76.4K -3,154 -4%
FPCG
80
Forum Private Client Group
Indiana
$1.98M -$463K -19,117 -20%
Cambridge Investment Research Advisors
81
Cambridge Investment Research Advisors
Iowa
$1.93M +$1.82M +75,138 New
AC
82
Applied Capital
Arkansas
$1.81M -$72.8K -3,006 -4%
PA
83
PFG Advisors
Arizona
$1.79M +$74.6K +3,081 +5%
BIG
84
Builder Investment Group
Georgia
$1.75M +$136K +5,626 +9%
W
85
WPWealth
Texas
$1.73M -$101K -4,160 -6%
JFG
86
JMG Financial Group
Illinois
$1.73M +$2.81K +116 +0.2%
CA
87
CGN Advisors
Kansas
$1.73M +$21.1K +873 +1%
JC
88
Jentner Corp
Ohio
$1.63M -$83.4K -3,444 -5%
FPAS
89
Focus Partners Advisor Solutions
Missouri
$1.45M +$1.37M +56,635 New
VF
90
Vawter Financial
Ohio
$1.44M +$128K +5,290 +10%
TCWM
91
Total Clarity Wealth Management
Illinois
$1.44M +$7.67K +317 +0.6%
DPW
92
DiNuzzo Private Wealth
Pennsylvania
$1.41M +$4.04K +167 +0.3%
SRCM
93
Signature Resources Capital Management
California
$1.38M -$432K -17,851 -25%
AWMNH
94
Arcadia Wealth Management (New Hampshire)
New Hampshire
$1.37M +$63.3K +2,613 +5%
NA
95
NewEdge Advisors
Louisiana
$1.29M -$1.37M -56,463 -53%
ALWM
96
Andrews Lucia Wealth Management
California
$1.28M +$276K +11,418 +25%
VPWA
97
Vestia Personal Wealth Advisors
Indiana
$1.26M +$80.7K +3,334 +7%
Susquehanna International Group
98
Susquehanna International Group
Pennsylvania
$1.23M +$1.16M +47,830 New
RLIM
99
Red Lighthouse Investment Management
New York
$1.18M – – –
FWM
100
FMB Wealth Management
California
$1.18M +$176K +7,254 +19%
2 3
4
5 6

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.