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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
Carson Wealth (CWM LLC)
176
Carson Wealth (CWM LLC)
Nebraska
$16K +$16K +728 +72,800%
CT
177
Colonial Trust
South Carolina
$15.2K +$15K +681 New
ACA
178
Aptus Capital Advisors
Alabama
$9.15K +$9.01K +409 New
MG
179
Mather Group
Illinois
$8.55K +$8.28K +376 New
OLVIG
180
Oliver Lagore Vanvalin Investment Group
Michigan
$3.11K -$3.31K -150 -52%
PB
181
Pinnacle Bancorp
Nebraska
$2.01K +$1.98K +90 New
Morgan Stanley
182
Morgan Stanley
New York
$1.92K -$1.04M -47,272 -100%
ADL
183
Asset Dedication LLC
California
$1K – – –
HGERS
184
Householder Group Estate & Retirement Specialist
Arizona
$291 – – –
SIC
185
SJS Investment Consulting
Ohio
$157 -$15.8K -718 -99%
TRCT
186
Tower Research Capital (TRC)
New York
$134 – – –
Fidelity Investments
187
Fidelity Investments
Massachusetts
$22 +$22 +1 New
FPAS
188
Focus Partners Advisor Solutions
Missouri
– -$711K -31,265 Closed
GA
189
Greenspring Advisors
Maryland
– -$316K -13,879 Closed
SIG
190
Spinnaker Investment Group
California
– -$205K -8,998 Closed
AWM
191
Able Wealth Management
New Jersey
– -$33.8K -1,484 Closed
BHWM
192
Bay Harbor Wealth Management
Maryland
– -$8.03K -353 Closed
WP
193
WealthShield Partners
North Carolina
– -$4.64K -204 Closed
Bank of America
194
Bank of America
North Carolina
– -$4.62K -203 Closed
Northwestern Mutual Wealth Management
195
Northwestern Mutual Wealth Management
Wisconsin
– -$4.39K -193 Closed
CCA
196
Criterion Capital Advisors
Tennessee
– -$160 -7 Closed
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.