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Dimensional US Real Estate ETF
DFAR

243 hedge funds and large institutions have $972M invested in Dimensional US Real Estate ETF in 2025 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 116 increasing their positions, 70 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

172% more call options, than puts

Call options by funds: $647K | Put options by funds: $238K

100% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 11

66% more repeat investments, than reductions

Existing positions increased: 116 | Existing positions reduced: 70

7% more capital invested

Capital invested by funds: $907M → $972M (+$64.3M)

3% more funds holding

Funds holding: 237 → 243 (+6)

2.14% less ownership

Funds ownership: 76.13% → 73.99% (-2.1%)

17% less funds holding in top 10

Funds holding in top 10: 24 → 20 (-4)

Holders
243
Holders Change
+6
Holders Change %
+2.53%
% of All Funds
3.26%
Holding in Top 10
20
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-16.67%
% of All Funds
0.27%
New
22
Increased
116
Reduced
70
Closed
11
Calls
$647K
Puts
$238K
Net Calls
+$409K
Net Calls Change
+$365K

Top Buyers

1
Prudential Financial
Prudential Financial
New Jersey
+$29.2M
2
HWM
Hemington Wealth Management
Virginia
+$6.35M
3
SFO
Stokes Family Office
Louisiana
+$5.96M
4
HighTower Advisors
HighTower Advisors
Illinois
+$4.9M
5
AWM
Aprio Wealth Management
Georgia
+$4.21M

Top Sellers

1
EP
Essential Planning
New Hampshire
-$15.8M
2
SC
Savant Capital
Illinois
-$7.39M
3
CW
Curio Wealth
Maryland
-$4.88M
4
FH
Financial Harvest
Florida
-$4.53M
5
FMWA
Forvis Mazars Wealth Advisors
Missouri
-$2.22M
Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
76
CarsonAllaria Wealth Management
Illinois
$2.83M +$3.96K +168 +0.1%
DI
77
Disciplined Investments
Oklahoma
$2.76M +$384K +16,285 +16%
SIS
78
Strategic Investment Solutions
Illinois
$2.57M +$51.6K +2,189 +2%
Wealth Enhancement Advisory Services
79
Wealth Enhancement Advisory Services
Minnesota
$2.38M +$331K +14,027 +16%
Northwestern Mutual Wealth Management
80
Northwestern Mutual Wealth Management
Wisconsin
$2.35M +$536K +22,711 +30%
AC
81
AWM Capital
Arizona
$2.35M -$171K -7,245 -7%
MML Investors Services
82
MML Investors Services
Massachusetts
$2.29M +$151K +6,408 +7%
SWG
83
Summit Wealth Group
Vermont
$2.28M +$19K +804 +0.8%
SWA
84
Sax Wealth Advisors
New Jersey
$2.25M -$217K -9,183 -9%
Osaic Holdings
85
Osaic Holdings
Arizona
$2.24M -$268K -11,376 -11%
GJIA
86
Glass Jacobson Investment Advisors
Maryland
$2.24M – – –
AC
87
Apella Capital
Connecticut
$2.18M +$275K +11,640 +13%
THL
88
Tillman Hartley LLC
Colorado
$2.15M -$82K -3,475 -4%
Corient Private Wealth
89
Corient Private Wealth
Florida
$2.05M -$129K -5,468 -6%
PA
90
PFG Advisors
Arizona
$1.95M +$167K +7,093 +9%
Creative Planning
91
Creative Planning
Kansas
$1.92M -$230K -9,766 -11%
RFP
92
RCS Financial Planning
Maryland
$1.9M +$22.2K +940 +1%
SIMC
93
Squire Investment Management Company
Utah
$1.9M +$1.89M +80,000 New
SAG
94
SageView Advisory Group
California
$1.89M -$9.72K -412 -0.5%
BIG
95
Builder Investment Group
Georgia
$1.87M +$76.6K +3,248 +4%
AC
96
Applied Capital
Arkansas
$1.87M +$99.6K +4,225 +6%
AWM
97
Apollon Wealth Management
South Carolina
$1.83M -$31.5K -1,334 -2%
PAM
98
Pacific Asset Management
Washington
$1.81M +$178K +7,543 +11%
AWM
99
Ariadne Wealth Management
California
$1.73M +$31.6K +1,341 +2%
CA
100
CGN Advisors
Kansas
$1.68M +$39.1K +1,659 +2%
2 3
4
5 6

DFAR Hedge Fund Activity: Q1 2025 in Review

243 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in Dimensional US Real Estate ETF (DFAR) for Q1 2025, worth a combined $972M — up 7.1% from $907M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new DFAR positions and 11 closed out — a net gain of 11 holders — while 116 added to existing stakes and 70 trimmed.

The largest buyer was Prudential Financial, adding an estimated $29.2M. The largest seller was Essential Planning, cutting an estimated $15.8M.

  • 243 institutional investors held Dimensional US Real Estate ETF (DFAR) as of Q1 2025, up from 237 in Q4 2024.
  • Funds reported $972M of Dimensional US Real Estate ETF stock for Q1 2025, up 7.1% quarter-over-quarter.
  • 22 funds opened new Dimensional US Real Estate ETF positions in Q1 2025 and 11 closed out, a net change of +11 holders.
  • The largest Dimensional US Real Estate ETF buyer in Q1 2025 was Prudential Financial, an estimated $29.2M added.
  • The largest Dimensional US Real Estate ETF seller in Q1 2025 was Essential Planning, an estimated $15.8M sold.

Based on aggregated 13F filings for Q1 2025.