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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
SIM
151
Stratos Investment Management
Ohio
$532K +$527K +22,687 New
AAM
152
Austin Asset Management
Texas
$530K
SEI Investments
153
SEI Investments
Pennsylvania
$528K +$522K +22,502 New
QC
154
Quadrature Capital
United Kingdom
$528K +$522K +22,490 New
FOA
155
Five Oceans Advisors
California
$527K +$32.5K +1,398 +7%
WCFA
156
Walkner Condon Financial Advisors
Wisconsin
$517K -$80.1K -3,449 -14%
CPA
157
Cardiff Park Advisors
California
$516K +$231K +9,955 +83%
FFM
158
Flagstone Financial Management
Nebraska
$497K
W
159
WorthPointe
California
$495K
HWMG
160
Hurlow Wealth Management Group
Indiana
$480K +$475K +20,479 New
SWM
161
SpringVest Wealth Management
Texas
$478K +$12.9K +556 +3%
FWM
162
Fonville Wealth Management
Virginia
$478K -$2.72K -117 -0.6%
AWM
163
Accurate Wealth Management
Florida
$429K +$423K +18,208 New
Cambridge Investment Research Advisors
164
Cambridge Investment Research Advisors
Iowa
$423K -$3.48K -150 -0.8%
EWA
165
Elevate Wealth Advisory
Georgia
$420K
YWM
166
Yoder Wealth Management
California
$420K +$25.4K +1,092 +7%
CL
167
CLG LLC
California
$416K
MWM
168
Melfa Wealth Management
Massachusetts
$416K
SCM
169
SOL Capital Management
Maryland
$411K -$63.4K -2,730 -13%
CL
170
Choreo LLC
Illinois
$371K +$367K +15,822 New
NWM
171
Northwest Wealth Management
Iowa
$370K -$27.1K -1,166 -7%
GVAG
172
Great Valley Advisor Group
Delaware
$367K -$608K -26,187 -63%
JC
173
Jentner Corp
Ohio
$365K -$58.3K -2,512 -14%
MWM
174
Modera Wealth Management
New Jersey
$354K +$1.02K +44 +0.3%
USCWA
175
U.S. Capital Wealth Advisors
Texas
$349K -$6.96K -300 -2%

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.