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Dimensional US Real Estate ETF
DFAR

189 hedge funds and large institutions have $716M invested in Dimensional US Real Estate ETF in 2024 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 99 increasing their positions, 54 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

83% more repeat investments, than reductions

Existing positions increased: 99 | Existing positions reduced: 54

31% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 13

15% more capital invested

Capital invested by funds: $620M → $716M (+$95.8M)

4.55% more ownership

Funds ownership: 64.93% → 69.48% (+4.6%)

1% more funds holding

Funds holding: 187 → 189 (+2)

21% less funds holding in top 10

Funds holding in top 10: 19 → 15 (-4)

Holders
189
Holders Change
+2
Holders Change %
+1.07%
% of All Funds
2.73%
Holding in Top 10
15
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-21.05%
% of All Funds
0.22%
New
17
Increased
99
Reduced
54
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SC
Savant Capital
Illinois
+$25M
2
MFT
Moisand Fitzgerald Tamayo
Florida
+$21.9M
3
AP
Adero Partners
California
+$20.5M
4
HighTower Advisors
HighTower Advisors
Illinois
+$7.25M
5
SAM
Satovsky Asset Management
New York
+$5.27M

Top Sellers

1
RS
Retirement Solution
Washington
-$7.7M
2
IWC
Integrated Wealth Concepts
Massachusetts
-$7.66M
3
BHWM
Beaird Harris Wealth Management
Texas
-$2.86M
4
NA
NewEdge Advisors
Louisiana
-$2.61M
5
Mercer Global Advisors
Mercer Global Advisors
Colorado
-$2.06M
Name Holding Trade Value Shares
Change 		Change in
Stake
SFP
101
Sterling Financial Planning
New Jersey
$929K +$56.2K +2,618 +7%
Jane Street
102
Jane Street
New York
$929K +$613K +28,540 +212%
Royal Bank of Canada
103
Royal Bank of Canada
Ontario, Canada
$895K +$626K +29,165 +257%
KAS
104
Kestra Advisory Services
Texas
$894K +$28.5K +1,328 +3%
DFC
105
DBK Financial Counsel
Ohio
$869K +$170K +7,910 +25%
FWM
106
FMB Wealth Management
California
$855K +$146K +6,786 +21%
GVAG
107
Great Valley Advisor Group
Delaware
$852K +$828K +38,545 New
AA
108
Advisory Alpha
Michigan
$837K -$10.8K -505 -1%
HWMC
109
Heritage Wealth Management (California)
California
$835K +$17.6K +821 +2%
GTAM
110
Global Trust Asset Management
Florida
$822K +$3.44K +160 +0.4%
WAM
111
Weinberger Asset Management
California
$782K +$146K +6,796 +24%
PAG
112
Private Advisor Group
New Jersey
$744K +$435K +20,266 +151%
MGWA
113
Monument Group Wealth Advisors
Massachusetts
$724K -$1.86M -86,760 -73%
MWA
114
Monograph Wealth Advisors
California
$671K +$652K +30,375 New
Osaic Holdings
115
Osaic Holdings
Arizona
$656K -$75.2K -3,502 -11%
TC
116
TAGStone Capital
North Carolina
$604K +$41.4K +1,928 +8%
SFC
117
Sprinkle Financial Consultants
Colorado
$601K +$81K +3,769 +16%
FOA
118
Five Oceans Advisors
California
$594K +$102K +4,762 +22%
DPI
119
Diversified Portfolios Inc
Michigan
$592K -$2.02K -94 -0.3%
SCM
120
SOL Capital Management
Maryland
$587K -$300K -13,960 -34%
LWM
121
Lodestone Wealth Management
Washington
$535K +$21.8K +1,014 +6%
AWM
122
Arista Wealth Management
Nevada
$528K -$889K -41,373 -63%
DWM
123
Drive Wealth Management
Utah
$523K -$68.3K -3,179 -12%
AAM
124
Austin Asset Management
Texas
$499K – – –
WCFA
125
Walkner Condon Financial Advisors
Wisconsin
$478K -$2.43K -113 -0.5%
3 4
5
6 7

DFAR Hedge Fund Activity: Q2 2024 in Review

189 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Dimensional US Real Estate ETF (DFAR) for Q2 2024, worth a combined $716M — up 15% from $620M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new DFAR positions and 13 closed out — a net gain of 4 holders — while 99 added to existing stakes and 54 trimmed.

The largest buyer was Savant Capital, adding an estimated $25M. The largest seller was Retirement Solution, exiting entirely with an estimated $7.7M sold.

  • 189 institutional investors held Dimensional US Real Estate ETF (DFAR) as of Q2 2024, up from 187 in Q1 2024.
  • Funds reported $716M of Dimensional US Real Estate ETF stock for Q2 2024, up 15% quarter-over-quarter.
  • 17 funds opened new Dimensional US Real Estate ETF positions in Q2 2024 and 13 closed out, a net change of +4 holders.
  • The largest Dimensional US Real Estate ETF buyer in Q2 2024 was Savant Capital, an estimated $25M added.
  • The largest Dimensional US Real Estate ETF seller in Q2 2024 was Retirement Solution, an estimated $7.7M sold.

Based on aggregated 13F filings for Q2 2024.