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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
RFP
101
RCS Financial Planning
Maryland
$1.67M -$206K -8,873 -11%
FWM
102
FMB Wealth Management
California
$1.66M +$401K +17,256 +32%
AWM
103
Ariadne Wealth Management
California
$1.63M -$75.7K -3,259 -4%
ALWM
104
Andrews Lucia Wealth Management
California
$1.59M +$27.1K +1,166 +2%
AF
105
Allworth Financial
California
$1.55M -$82.1K -3,538 -5%
VPWA
106
Vestia Personal Wealth Advisors
Indiana
$1.54M +$121K +5,212 +9%
JFG
107
JMG Financial Group
Illinois
$1.51M -$17.6K -756 -1%
AWMNH
108
Arcadia Wealth Management (New Hampshire)
New Hampshire
$1.49M +$124K +5,361 +9%
FFG
109
First Financial Group
North Carolina
$1.44M +$147K +6,336 +11%
KAS
110
Kestra Advisory Services
Texas
$1.42M +$18.1K +781 +1%
VPF
111
Vantage Point Financial
Illinois
$1.4M +$45.5K +1,961 +3%
SWA
112
Sterling Wealth Advisors
Florida
$1.37M -$195K -8,406 -13%
CA
113
CGN Advisors
Kansas
$1.36M -$295K -12,723 -18%
Corient Private Wealth
114
Corient Private Wealth
Florida
$1.28M -$734K -31,597 -37%
AWMM
115
Aegis Wealth Management (Maryland)
Maryland
$1.23M
WAM
116
Weinberger Asset Management
California
$1.2M +$55.2K +2,377 +5%
MFG
117
Merit Financial Group
Georgia
$1.17M +$1.16M +49,879 New
SIS
118
Strategic Investment Solutions
Illinois
$1.17M -$1.35M -57,944 -54%
FPCG
119
Forum Private Client Group
Indiana
$1.16M -$101K -4,367 -8%
W
120
WPWealth
Texas
$1.16M -$273K -11,762 -19%
CA
121
Clune & Associates
Illinois
$1.16M +$94.6K +4,075 +9%
DPI
122
Diversified Portfolios Inc
Michigan
$1.13M +$182K +7,837 +19%
NA
123
NewEdge Advisors
Louisiana
$1.12M +$255 +11 +0%
SFP
124
Sterling Financial Planning
New Jersey
$1.09M +$52K +2,238 +5%
RLIM
125
Red Lighthouse Investment Management
New York
$1.08M +$1.07M +46,180 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.