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Dimensional US Real Estate ETF
DFAR

237 hedge funds and large institutions have $907M invested in Dimensional US Real Estate ETF in 2024 Q4 according to their latest regulatory filings, with 47 funds opening new positions, 111 increasing their positions, 57 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

213% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 15

95% more repeat investments, than reductions

Existing positions increased: 111 | Existing positions reduced: 57

33% more funds holding in top 10

Funds holding in top 10: 18 → 24 (+6)

13% more funds holding

Funds holding: 209 → 237 (+28)

7% more capital invested

Capital invested by funds: $850M → $907M (+$57.8M)

6.7% more ownership

Funds ownership: 69.44% → 76.13% (+6.7%)

Holders
237
Holders Change
+28
Holders Change %
+13.4%
% of All Funds
3.12%
Holding in Top 10
24
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+33.33%
% of All Funds
0.32%
New
47
Increased
111
Reduced
57
Closed
15
Calls
$44K
Puts
–
Net Calls
+$44K
Net Calls Change
+$44K

Top Buyers

Rank Fund Capital Flow
1
Prudential Financial
Prudential Financial
New Jersey
+$27.4M
2
EP
Essential Planning
New Hampshire
+$16.5M
3
RFP
Root Financial Partners
California
+$5.48M
4
HighTower Advisors
HighTower Advisors
Illinois
+$3.52M
5
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$3.06M

Top Sellers

Rank Fund Capital Flow
1
SC
Savant Capital
Illinois
-$6.18M
2
FMWA
Forvis Mazars Wealth Advisors
Missouri
-$2.75M
3
APC
Asset Planning Corporation
Tennessee
-$2.57M
4
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$1.38M
5
Mariner
Mariner
Kansas
-$1.35M
Name Holding Trade Value Shares
Change 		Change in
Stake
BWA
76
BCU Wealth Advisors
Illinois
$2.54M +$424K +17,127 +19%
AC
77
AWM Capital
Arizona
$2.47M +$1.6M +64,645 +156%
SCA
78
Strathmore Capital Advisors
North Carolina
$2.47M +$2.62M +105,946 New
Osaic Holdings
79
Osaic Holdings
Arizona
$2.46M +$28.8K +1,162 +1%
SWA
80
Sax Wealth Advisors
New Jersey
$2.41M -$229K -9,255 -8%
DI
81
Disciplined Investments
Oklahoma
$2.32M +$5.67K +229 +0.2%
GJIA
82
Glass Jacobson Investment Advisors
Maryland
$2.24M +$217K +8,773 +10%
SWG
83
Summit Wealth Group
Vermont
$2.21M +$93K +3,755 +4%
THL
84
Tillman Hartley LLC
Colorado
$2.19M +$80.4K +3,249 +4%
Corient Private Wealth
85
Corient Private Wealth
Florida
$2.13M +$105K +4,257 +5%
Creative Planning
86
Creative Planning
Kansas
$2.1M -$104K -4,219 -4%
MML Investors Services
87
MML Investors Services
Massachusetts
$2.1M +$132K +5,326 +6%
AC
88
Apella Capital
Connecticut
$2.01M +$1.38M +55,650 +180%
Wealth Enhancement Advisory Services
89
Wealth Enhancement Advisory Services
Minnesota
$2.01M -$1.31K -53 -0.1%
RA
90
RFG Advisory
Alabama
$1.9M -$644 -26 -0%
SAG
91
SageView Advisory Group
California
$1.86M +$44.4K +1,792 +2%
RFP
92
RCS Financial Planning
Maryland
$1.84M -$472K -19,063 -19%
CCM
93
Carlson Capital Management
Minnesota
$1.84M -$646K -26,078 -25%
AWM
94
Apollon Wealth Management
South Carolina
$1.83M -$58.2K -2,350 -3%
Northwestern Mutual Wealth Management
95
Northwestern Mutual Wealth Management
Wisconsin
$1.77M +$1.88M +75,900 +37,761%
BIG
96
Builder Investment Group
Georgia
$1.76M +$178K +7,209 +11%
PA
97
PFG Advisors
Arizona
$1.74M +$121K +4,877 +7%
AC
98
Applied Capital
Arkansas
$1.73M +$95.6K +3,861 +5%
AWM
99
Ariadne Wealth Management
California
$1.71M +$1.12M +45,390 +170%
WAN
100
Wealth Advisors Northwest
Oregon
$1.71M +$1.81M +73,281 New
2 3
4
5 6

DFAR Hedge Fund Activity: Q4 2024 in Review

237 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Dimensional US Real Estate ETF (DFAR) for Q4 2024, worth a combined $907M — up 6.8% from $850M a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new DFAR positions and 15 closed out — a net gain of 32 holders — while 111 added to existing stakes and 57 trimmed.

The largest buyer was Prudential Financial, opening a new position worth an estimated $27.4M. The largest seller was Savant Capital, cutting an estimated $6.18M.

  • 237 institutional investors held Dimensional US Real Estate ETF (DFAR) as of Q4 2024, up from 209 in Q3 2024.
  • Funds reported $907M of Dimensional US Real Estate ETF stock for Q4 2024, up 6.8% quarter-over-quarter.
  • 47 funds opened new Dimensional US Real Estate ETF positions in Q4 2024 and 15 closed out, a net change of +32 holders.
  • The largest Dimensional US Real Estate ETF buyer in Q4 2024 was Prudential Financial, an estimated $27.4M added.
  • The largest Dimensional US Real Estate ETF seller in Q4 2024 was Savant Capital, an estimated $6.18M sold.

Based on aggregated 13F filings for Q4 2024.