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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
DI
76
Disciplined Investments
Oklahoma
$3.07M +$343K +14,765 +13%
AI
77
Atria Investments
North Carolina
$3M +$67.7K +2,917 +2%
BWMG
78
Bannerman Wealth Management Group
Texas
$2.94M +$65.8K +2,836 +2%
FMWA
79
Forvis Mazars Wealth Advisors
Missouri
$2.88M -$1.21M -51,954 -30%
SCA
80
Strathmore Capital Advisors
North Carolina
$2.67M +$2.64M +113,883 New
MML Investors Services
81
MML Investors Services
Massachusetts
$2.65M +$387K +16,686 +17%
Wealth Enhancement Advisory Services
82
Wealth Enhancement Advisory Services
Minnesota
$2.58M +$208K +8,967 +9%
Mercer Global Advisors
83
Mercer Global Advisors
Colorado
$2.4M -$572K -24,650 -19%
AWM
84
Austin Wealth Management
Texas
$2.39M -$2.67M -115,183 -53%
SWG
85
Summit Wealth Group
Vermont
$2.39M +$133K +5,729 +6%
CWM
86
CarsonAllaria Wealth Management
Illinois
$2.34M -$453K -19,520 -16%
BH
87
Burk Holdings
Oklahoma
$2.2M +$629K +27,107 +41%
BIG
88
Builder Investment Group
Georgia
$2.19M +$340K +14,637 +19%
GJIA
89
Glass Jacobson Investment Advisors
Maryland
$2.16M -$97.6K -4,203 -4%
PA
90
PFG Advisors
Arizona
$2.05M +$129K +5,544 +7%
SIMC
91
Squire Investment Management Company
Utah
$2.05M +$173K +7,446 +9%
THL
92
Tillman Hartley LLC
Colorado
$2.02M -$104K -4,469 -5%
AC
93
Applied Capital
Arkansas
$1.93M +$91.7K +3,949 +5%
WCM
94
Warburton Capital Management
Oklahoma
$1.91M +$367K +15,821 +25%
Creative Planning
95
Creative Planning
Kansas
$1.89M -$3.13K -135 -0.2%
SAG
96
SageView Advisory Group
California
$1.88M +$12.1K +522 +0.7%
PAM
97
Pacific Asset Management
Washington
$1.86M +$72.2K +3,110 +4%
NA
98
Note Advisors
New York
$1.83M +$354K +15,229 +24%
AWM
99
Apollon Wealth Management
South Carolina
$1.8M -$8.13K -350 -0.5%
Bank of America
100
Bank of America
North Carolina
$1.79M +$1.77M +76,219 New

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.