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Dimensional US Real Estate ETF
DFAR

209 hedge funds and large institutions have $850M invested in Dimensional US Real Estate ETF in 2024 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 88 increasing their positions, 68 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 7

29% more repeat investments, than reductions

Existing positions increased: 88 | Existing positions reduced: 68

20% more funds holding in top 10

Funds holding in top 10: 15 → 18 (+3)

19% more capital invested

Capital invested by funds: $716M → $850M (+$134M)

11% more funds holding

Funds holding: 189 → 209 (+20)

0.05% less ownership

Funds ownership: 69.48% → 69.44% (-0.05%)

Holders
209
Holders Change
+20
Holders Change %
+10.58%
% of All Funds
3%
Holding in Top 10
18
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+20%
% of All Funds
0.26%
New
28
Increased
88
Reduced
68
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$6.2M
2
RFP
Root Financial Partners
California
+$4.88M
3
AWM
Aprio Wealth Management
Georgia
+$3.17M
4
RJFSA
Raymond James Financial Services Advisors
Florida
+$2.02M
5
JTWM
Jackson Thornton Wealth Management
Alabama
+$1.85M

Top Sellers

1
FMWA
Forvis Mazars Wealth Advisors
Missouri
-$3.33M
2
SC
Savant Capital
Illinois
-$3.24M
3
CCM
Carlson Capital Management
Minnesota
-$1.99M
4
NA
NewEdge Advisors
Louisiana
-$1.37M
5
BHWM
Beaird Harris Wealth Management
Texas
-$1.24M
Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
126
Ariadne Wealth Management
California
$660K +$210K +8,685 +48%
SCM
127
SOL Capital Management
Maryland
$589K -$87.2K -3,600 -14%
AAM
128
Austin Asset Management
Texas
$579K – – –
LWM
129
Lakeridge Wealth Management
Ohio
$574K +$41.4K +1,710 +8%
RJA
130
Raymond James & Associates
Florida
$573K +$541K +22,361 New
WCFA
131
Walkner Condon Financial Advisors
Wisconsin
$569K +$13.8K +568 +3%
Citadel Advisors
132
Citadel Advisors
Florida
$549K +$518K +21,399 New
FWM
133
Fonville Wealth Management
Virginia
$541K -$1.99K -82 -0.4%
FFM
134
Flagstone Financial Management
Nebraska
$494K – – –
USCWA
135
U.S. Capital Wealth Advisors
Texas
$477K -$24.2K -1,000 -5%
HWMT
136
Heritage Wealth Management (Texas)
Texas
$470K -$22.5K -928 -5%
SHFA
137
SC&H Financial Advisors
Maryland
$470K +$1.48K +61 +0.3%
MWM
138
Melfa Wealth Management
Massachusetts
$455K -$7.26K -300 -2%
NWM
139
Northwest Wealth Management
Iowa
$436K -$12.6K -520 -3%
W
140
WorthPointe
California
$425K +$110K +4,548 +38%
DWM
141
Drive Wealth Management
Utah
$407K -$188K -7,785 -33%
DFG
142
Dupree Financial Group
Kentucky
$384K +$2.49K +103 +0.7%
AFS
143
Annapolis Financial Services
Maryland
$380K -$1.6K -66 -0.4%
BA
144
Bridge Advisory
California
$380K +$2.98K +123 +0.8%
SPC
145
Sigma Planning Corp
Michigan
$362K +$342K +14,117 New
TIM
146
Tortoise Investment Management
New York
$356K +$45.4K +1,875 +16%
CIAS
147
CFS Investment Advisory Services
New Jersey
$353K +$3.2K +132 +1%
MGWA
148
Monument Group Wealth Advisors
Massachusetts
$349K -$463K -19,144 -58%
EWA
149
Elevate Wealth Advisory
Georgia
$347K – – –
FWP
150
Firethorn Wealth Partners
Georgia
$346K -$90.4K -3,734 -22%
4 5
6
7 8

DFAR Hedge Fund Activity: Q3 2024 in Review

209 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Dimensional US Real Estate ETF (DFAR) for Q3 2024, worth a combined $850M — up 19% from $716M a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new DFAR positions and 7 closed out — a net gain of 21 holders — while 88 added to existing stakes and 68 trimmed.

The largest buyer was Focus Partners Wealth, opening a new position worth an estimated $6.2M. The largest seller was Forvis Mazars Wealth Advisors, cutting an estimated $3.33M.

  • 209 institutional investors held Dimensional US Real Estate ETF (DFAR) as of Q3 2024, up from 189 in Q2 2024.
  • Funds reported $850M of Dimensional US Real Estate ETF stock for Q3 2024, up 19% quarter-over-quarter.
  • 28 funds opened new Dimensional US Real Estate ETF positions in Q3 2024 and 7 closed out, a net change of +21 holders.
  • The largest Dimensional US Real Estate ETF buyer in Q3 2024 was Focus Partners Wealth, an estimated $6.2M added.
  • The largest Dimensional US Real Estate ETF seller in Q3 2024 was Forvis Mazars Wealth Advisors, an estimated $3.33M sold.

Based on aggregated 13F filings for Q3 2024.