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Dimensional US Real Estate ETF
DFAR

189 hedge funds and large institutions have $716M invested in Dimensional US Real Estate ETF in 2024 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 99 increasing their positions, 54 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

83% more repeat investments, than reductions

Existing positions increased: 99 | Existing positions reduced: 54

31% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 13

15% more capital invested

Capital invested by funds: $620M → $716M (+$95.8M)

4.55% more ownership

Funds ownership: 64.93% → 69.48% (+4.6%)

1% more funds holding

Funds holding: 187 → 189 (+2)

21% less funds holding in top 10

Funds holding in top 10: 19 → 15 (-4)

Holders
189
Holders Change
+2
Holders Change %
+1.07%
% of All Funds
2.73%
Holding in Top 10
15
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-21.05%
% of All Funds
0.22%
New
17
Increased
99
Reduced
54
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SC
Savant Capital
Illinois
+$25M
2
MFT
Moisand Fitzgerald Tamayo
Florida
+$21.9M
3
AP
Adero Partners
California
+$20.5M
4
HighTower Advisors
HighTower Advisors
Illinois
+$7.25M
5
SAM
Satovsky Asset Management
New York
+$5.27M

Top Sellers

1
RS
Retirement Solution
Washington
-$7.7M
2
IWC
Integrated Wealth Concepts
Massachusetts
-$7.66M
3
BHWM
Beaird Harris Wealth Management
Texas
-$2.86M
4
NA
NewEdge Advisors
Louisiana
-$2.61M
5
Mercer Global Advisors
Mercer Global Advisors
Colorado
-$2.06M
Name Holding Trade Value Shares
Change 		Change in
Stake
BCM
151
Brookstone Capital Management
Illinois
$255K -$451 -21 -0.2%
EP
152
Essential Planning
New Hampshire
$252K +$20K +933 +9%
Bank of New York Mellon
153
Bank of New York Mellon
New York
$248K +$241K +11,221 New
PWA
154
Physician Wealth Advisors
Utah
$233K -$6.23K -290 -3%
MWM
155
Mission Wealth Management
California
$233K -$56.5K -2,631 -20%
WFAG
156
Wescott Financial Advisory Group
Pennsylvania
$231K – – –
WP
157
Wealthspan Partners
Iowa
$220K +$214K +9,943 New
MCM
158
Morton Capital Management
California
$219K -$36K -1,674 -14%
CPA
159
Cardiff Park Advisors
California
$217K +$129 +6 +0.1%
TC
160
TownSquare Capital
Utah
$209K – – –
UB
161
UMB Bank
Missouri
$152K – – –
SWM
162
Spire Wealth Management
Virginia
$143K +$344 +16 +0.2%
FFA
163
Frazier Financial Advisors
Ohio
$131K +$10.3K +480 +9%
SSB
164
Sandy Spring Bank
Maryland
$129K +$42.9K +1,995 +52%
BTI
165
Blue Trust Inc
Georgia
$115K – – –
BCM
166
Blume Capital Management
California
$101K – – –
CTWM
167
Cherry Tree Wealth Management
Minnesota
$101K – – –
FFA
168
Farther Finance Advisors
California
$98.5K -$6.89K -321 -7%
ME
169
McIlrath & Eck
Washington
$93.2K – – –
Morgan Stanley
170
Morgan Stanley
New York
$74.8K +$70.9K +3,300 +3,837%
AF
171
Advisornet Financial
Minnesota
$44.5K +$10.6K +494 +32%
BWL
172
Bogart Wealth LLC
Virginia
$37.5K – – –
JP Morgan Chase
173
JP Morgan Chase
New York
$37.2K +$10.5K +490 +41%
Comerica Bank
174
Comerica Bank
Texas
$26K – – –
OCM
175
Orion Capital Management
California
$23.9K +$881 +41 +4%
5 6
7
8 9

DFAR Hedge Fund Activity: Q2 2024 in Review

189 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Dimensional US Real Estate ETF (DFAR) for Q2 2024, worth a combined $716M — up 15% from $620M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new DFAR positions and 13 closed out — a net gain of 4 holders — while 99 added to existing stakes and 54 trimmed.

The largest buyer was Savant Capital, adding an estimated $25M. The largest seller was Retirement Solution, exiting entirely with an estimated $7.7M sold.

  • 189 institutional investors held Dimensional US Real Estate ETF (DFAR) as of Q2 2024, up from 187 in Q1 2024.
  • Funds reported $716M of Dimensional US Real Estate ETF stock for Q2 2024, up 15% quarter-over-quarter.
  • 17 funds opened new Dimensional US Real Estate ETF positions in Q2 2024 and 13 closed out, a net change of +4 holders.
  • The largest Dimensional US Real Estate ETF buyer in Q2 2024 was Savant Capital, an estimated $25M added.
  • The largest Dimensional US Real Estate ETF seller in Q2 2024 was Retirement Solution, an estimated $7.7M sold.

Based on aggregated 13F filings for Q2 2024.