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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
LWM
126
Lakeridge Wealth Management
Ohio
$408K +$64.8K +2,940 +19%
SHFA
127
SC&H Financial Advisors
Maryland
$407K +$52K +2,362 +15%
DW
128
Dodds Wealth
Colorado
$403K +$16.3K +740 +4%
Wealth Enhancement Advisory Services
129
Wealth Enhancement Advisory Services
Minnesota
$390K +$24.8K +1,125 +7%
BA
130
Bridge Advisory
California
$376K -$7.05K -320 -2%
D.E. Shaw & Co
131
D.E. Shaw & Co
New York
$320K +$315K +14,295 New
Jane Street
132
Jane Street
New York
$302K -$1.03M -46,966 -78%
CIAS
133
CFS Investment Advisory Services
New Jersey
$301K -$42.2K -1,914 -12%
PAG
134
Private Advisor Group
New Jersey
$300K +$56.6K +2,569 +24%
EWA
135
Elevate Wealth Advisory
Georgia
$297K +$40.4K +1,833 +16%
MWM
136
Mission Wealth Management
California
$295K +$2.05K +93 +0.7%
HKIMG
137
Hutchens & Kramer Investment Management Group
Indiana
$280K -$25.5K -1,156 -8%
MWM
138
Modera Wealth Management
New Jersey
$274K +$22 +1 +0%
W
139
WorthPointe
California
$269K +$265K +12,026 New
CAM
140
CPA Asset Management
Florida
$269K -$304K -13,802 -53%
Susquehanna International Group
141
Susquehanna International Group
Pennsylvania
$268K -$624K -28,307 -70%
SW
142
Simplicity Wealth
New Jersey
$267K +$263K +11,951 New
TWA
143
TCI Wealth Advisors
Arizona
$260K -$3.06K -139 -1%
MCM
144
Morton Capital Management
California
$259K -$133K -6,053 -34%
EFP
145
EnRich Financial Partners
Wisconsin
$259K +$255K +11,571 New
Royal Bank of Canada
146
Royal Bank of Canada
Ontario, Canada
$254K +$80.6K +3,660 +48%
TIM
147
Tortoise Investment Management
New York
$252K -$969 -44 -0.4%
BCM
148
Brookstone Capital Management
Illinois
$242K – – –
EP
149
Essential Planning
New Hampshire
$239K +$330 +15 +0.1%
WFAG
150
Wescott Financial Advisory Group
Pennsylvania
$234K – – –
4 5
6
7 8

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.