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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
TC
126
TAGStone Capital
North Carolina
$1.04M +$211K +9,081 +25%
PWIA
127
Porter White Investment Advisors
Alabama
$996K +$3.51K +151 +0.4%
Susquehanna International Group
128
Susquehanna International Group
Pennsylvania
$988K +$978K +42,117 New
DPW
129
DiNuzzo Private Wealth
Pennsylvania
$956K -$325K -14,009 -26%
WANY
130
Wealthspire Advisors (New York)
New York
$936K +$69.6K +2,996 +8%
AIA
131
AssuredPartners Investment Advisors
Florida
$920K +$28K +1,208 +3%
IWC
132
Infinity Wealth Counsel
Ohio
$903K +$35.1K +1,510 +4%
HWMC
133
Heritage Wealth Management (California)
California
$896K +$32.2K +1,385 +4%
SFS
134
Sowell Financial Services
Arkansas
$891K +$22.1K +954 +3%
MHS
135
M Holdings Securities
Oregon
$880K +$876K +37,748 New
SWA
136
Sax Wealth Advisors
New Jersey
$872K -$1.33M -57,307 -61%
SFC
137
Sprinkle Financial Consultants
Colorado
$836K +$96.7K +4,167 +13%
E
138
EntreWealth
Texas
$830K -$490K -21,105 -37%
AA
139
Advisory Alpha
Michigan
$817K -$11.8K -507 -1%
Mariner
140
Mariner
Kansas
$798K +$7.87K +339 +1%
RPA
141
Redwood Park Advisors
California
$714K +$89.5K +3,854 +15%
DFC
142
DBK Financial Counsel
Ohio
$710K -$998 -43 -0.1%
LWM
143
Lakeridge Wealth Management
Ohio
$698K -$11.1K -477 -2%
MWA
144
Monograph Wealth Advisors
California
$666K -$60.4K -2,600 -8%
LCWP
145
Legacy Capital Wealth Partners
Arkansas
$651K +$645K +27,766 New
Osaic Holdings
146
Osaic Holdings
Arizona
$637K -$1.56M -67,169 -71%
Royal Bank of Canada
147
Royal Bank of Canada
Ontario, Canada
$589K -$302 -13 -0.1%
WAN
148
Wealth Advisors Northwest
Oregon
$577K -$400K -17,243 -41%
AIS
149
American Investment Services
Massachusetts
$571K -$418K -18,019 -43%
AUB
150
Atlantic Union Bankshares
Virginia
$540K +$534K +23,017 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.