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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
KSWA
176
Kathleen S. Wright Associates
Pennsylvania
$21K +$3.67K +171 +22%
CT
177
Colonial Trust
South Carolina
$15.1K – – –
CAS
178
Coppell Advisory Solutions
Texas
$11K +$10.7K +499 New
EWA
179
EverSource Wealth Advisors
Alabama
$10.9K -$74.8K -3,484 -88%
Qube Research & Technologies (QRT)
180
Qube Research & Technologies (QRT)
United Kingdom
$8.07K +$7.84K +365 New
AWM
181
Angeles Wealth Management
California
$7.93K -$23.7K -1,104 -75%
IC
182
Innealta Capital
Texas
$6.76K +$6.57K +306 New
ACM
183
Anfield Capital Management
California
$6.14K +$5.97K +278 New
OLVIG
184
Oliver Lagore Vanvalin Investment Group
Michigan
$4.42K +$1.31K +61 +44%
ADL
185
Asset Dedication LLC
California
$2.94K +$2.32K +108 +432%
PB
186
Pinnacle Bancorp
Nebraska
$1.99K – – –
BAM
187
Belpointe Asset Management
Nevada
$273 +$258 +12 New
SIC
188
SJS Investment Consulting
Ohio
$155 – – –
TRCT
189
Tower Research Capital (TRC)
New York
$133 – – –
RS
190
Retirement Solution
Washington
– -$7.7M -344,317 Closed
EF
191
Empowered Funds
Pennsylvania
– -$537K -24,008 Closed
MWM
192
Modera Wealth Management
New Jersey
– -$274K -12,266 Closed
CAM
193
CPA Asset Management
Florida
– -$269K -12,023 Closed
Susquehanna International Group
194
Susquehanna International Group
Pennsylvania
– -$268K -11,978 Closed
Chevy Chase Trust
195
Chevy Chase Trust
Maryland
– -$201K -8,984 Closed
MFA
196
McClarren Financial Advisors
Pennsylvania
– -$126K -5,605 Closed
LC
197
Lindbrook Capital
California
– -$25.1K -1,122 Closed
Carson Wealth (CWM LLC)
198
Carson Wealth (CWM LLC)
Nebraska
– -$16K -729 Closed
ACA
199
Aptus Capital Advisors
Alabama
– -$9.15K -409 Closed
MG
200
Mather Group
Illinois
– -$8.55K -376 Closed
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.