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Dimensional US Real Estate ETF

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: 237243 (+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: 2420 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
AF
101
Allworth Financial
California
$1.59M +$50.7K +2,149 +3%
BH
102
Burk Holdings
Oklahoma
$1.58M +$365K +15,487 +30%
SWA
103
Sterling Wealth Advisors
Florida
$1.58M +$22.7K +962 +1%
ALWM
104
Andrews Lucia Wealth Management
California
$1.55M +$126K +5,348 +9%
JFG
105
JMG Financial Group
Illinois
$1.55M
WCM
106
Warburton Capital Management
Oklahoma
$1.53M +$406K +17,220 +37%
NA
107
Note Advisors
New York
$1.49M +$314K +13,331 +27%
W
108
WPWealth
Texas
$1.45M -$2.22K -94 -0.2%
VPWA
109
Vestia Personal Wealth Advisors
Indiana
$1.43M +$181K +7,655 +15%
KAS
110
Kestra Advisory Services
Texas
$1.42M -$40.8K -1,730 -3%
AWMNH
111
Arcadia Wealth Management (New Hampshire)
New Hampshire
$1.38M +$29.2K +1,239 +2%
VF
112
Vawter Financial
Ohio
$1.38M +$5.45K +231 +0.4%
VPF
113
Vantage Point Financial
Illinois
$1.37M +$174K +7,381 +15%
E
114
EntreWealth
Texas
$1.34M -$53K -2,246 -4%
TCWM
115
Total Clarity Wealth Management
Illinois
$1.33M
FFG
116
First Financial Group
North Carolina
$1.31M +$86.9K +3,684 +7%
DPW
117
DiNuzzo Private Wealth
Pennsylvania
$1.3M -$5.5K -233 -0.4%
LI
118
LRI Investments
Florida
$1.29M +$1.28M +54,073 New
FPCG
119
Forum Private Client Group
Indiana
$1.28M -$193K -8,162 -13%
FWM
120
FMB Wealth Management
California
$1.27M +$122K +5,170 +11%
AWMM
121
Aegis Wealth Management (Maryland)
Maryland
$1.23M +$32.6K +1,382 +3%
WAM
122
Weinberger Asset Management
California
$1.16M -$15.3K -648 -1%
NA
123
NewEdge Advisors
Louisiana
$1.13M -$124K -5,268 -10%
CA
124
Clune & Associates
Illinois
$1.07M +$132K +5,588 +14%
SFP
125
Sterling Financial Planning
New Jersey
$1.05M +$70K +2,970 +7%

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.