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Dimensional US Real Estate ETF
DFAR

187 hedge funds and large institutions have $620M invested in Dimensional US Real Estate ETF in 2024 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 110 increasing their positions, 46 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

139% more repeat investments, than reductions

Existing positions increased: 110 | Existing positions reduced: 46

78% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 9

2% more capital invested

Capital invested by funds: $608M → $620M (+$11.9M)

1% more funds holding

Funds holding: 186 → 187 (+1)

4.88% less ownership

Funds ownership: 69.81% → 64.93% (-4.9%)

10% less funds holding in top 10

Funds holding in top 10: 21 → 19 (-2)

Holders
187
Holders Change
+1
Holders Change %
+0.54%
% of All Funds
2.69%
Holding in Top 10
19
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-9.52%
% of All Funds
0.27%
New
16
Increased
110
Reduced
46
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AP
Adero Partners
California
+$40.2M
2
EWA
Exencial Wealth Advisors
Oklahoma
+$9.12M
3
HighTower Advisors
HighTower Advisors
Illinois
+$4.44M
4
GOCP
Great Oak Capital Partners
Massachusetts
+$3.45M
5
HSG
Helen Stephens Group
Texas
+$1.99M

Top Sellers

1
AWM
AE Wealth Management
Kansas
-$9.56M
2
AWM
Arista Wealth Management
Nevada
-$6.71M
3
AFS
Annapolis Financial Services
Maryland
-$3.03M
4
SC
Savant Capital
Illinois
-$1.41M
5
Mercer Global Advisors
Mercer Global Advisors
Colorado
-$1.27M
Name Holding Trade Value Shares
Change 		Change in
Stake
AA
101
Advisory Alpha
Michigan
$859K -$12.8K -581 -1%
GTAM
102
Global Trust Asset Management
Florida
$828K +$52.4K +2,380 +7%
HWMC
103
Heritage Wealth Management (California)
California
$827K -$82.7K -3,754 -9%
USCWA
104
U.S. Capital Wealth Advisors
Texas
$768K +$425K +19,300 +129%
Osaic Holdings
105
Osaic Holdings
Arizona
$742K +$149K +6,751 +26%
FWM
106
FMB Wealth Management
California
$714K +$37.6K +1,705 +6%
DFC
107
DBK Financial Counsel
Ohio
$702K +$390K +17,710 +129%
WAM
108
Weinberger Asset Management
California
$640K +$92.9K +4,218 +17%
DPI
109
Diversified Portfolios Inc
Michigan
$601K +$10.5K +475 +2%
DWM
110
Drive Wealth Management
Utah
$600K -$186K -8,442 -24%
TC
111
TAGStone Capital
North Carolina
$568K +$276K +12,530 +97%
EF
112
Empowered Funds
Pennsylvania
$537K +$529K +24,008 New
LWM
113
Lodestone Wealth Management
Washington
$529K +$31.7K +1,440 +9%
SFC
114
Sprinkle Financial Consultants
Colorado
$524K +$98.3K +4,460 +24%
AAM
115
Austin Asset Management
Texas
$506K – – –
FOA
116
Five Oceans Advisors
California
$495K +$9.1K +413 +2%
FWM
117
Fonville Wealth Management
Virginia
$490K -$22.5K -1,021 -4%
WCFA
118
Walkner Condon Financial Advisors
Wisconsin
$486K +$274K +12,443 +134%
FWP
119
Firethorn Wealth Partners
Georgia
$465K -$229K -10,409 -33%
AC
120
Apella Capital
Connecticut
$452K +$448K +20,350 New
MWM
121
Melfa Wealth Management
Massachusetts
$448K +$441K +20,029 New
NWM
122
Northwest Wealth Management
Iowa
$435K +$7.27K +330 +2%
FFM
123
Flagstone Financial Management
Nebraska
$431K – – –
HWMT
124
Heritage Wealth Management (Texas)
Texas
$428K -$19.7K -895 -4%
AFS
125
Annapolis Financial Services
Maryland
$408K -$3.03M -137,447 -88%
3 4
5
6 7

DFAR Hedge Fund Activity: Q1 2024 in Review

187 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Dimensional US Real Estate ETF (DFAR) for Q1 2024, worth a combined $620M — up 1.9% from $608M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new DFAR positions and 9 closed out — a net gain of 7 holders — while 110 added to existing stakes and 46 trimmed.

The largest buyer was Adero Partners, adding an estimated $40.2M. The largest seller was AE Wealth Management, cutting an estimated $9.56M.

  • 187 institutional investors held Dimensional US Real Estate ETF (DFAR) as of Q1 2024, up from 186 in Q4 2023.
  • Funds reported $620M of Dimensional US Real Estate ETF stock for Q1 2024, up 1.9% quarter-over-quarter.
  • 16 funds opened new Dimensional US Real Estate ETF positions in Q1 2024 and 9 closed out, a net change of +7 holders.
  • The largest Dimensional US Real Estate ETF buyer in Q1 2024 was Adero Partners, an estimated $40.2M added.
  • The largest Dimensional US Real Estate ETF seller in Q1 2024 was AE Wealth Management, an estimated $9.56M sold.

Based on aggregated 13F filings for Q1 2024.