We are live on ! Find out more
DFAR icon

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
DFG
176
Dupree Financial Group
Kentucky
$348K -$11.3K -486 -3%
WP
177
Wealthspan Partners
Iowa
$347K +$32.2K +1,389 +10%
IA
178
IFP Advisors
Florida
$341K +$85.8K +3,697 +34%
WMN
179
Wealth Management Nebraska
Nebraska
$333K +$332K +14,298 New
CAM
180
CPA Asset Management
Florida
$330K +$38.1K +1,642 +13%
GCA
181
Greenwood Capital Associates
South Carolina
$325K +$105K +4,512 +48%
TWA
182
TCI Wealth Advisors
Arizona
$312K +$859 +37 +0.3%
MPW
183
Magnolia Private Wealth
Pennsylvania
$303K
AWM
184
Axxcess Wealth Management
California
$292K -$34.7K -1,494 -11%
TIM
185
Tortoise Investment Management
New York
$292K
HWMT
186
Heritage Wealth Management (Texas)
Texas
$286K -$63.6K -2,739 -18%
EFP
187
EnRich Financial Partners
Wisconsin
$285K
MWM
188
Mission Wealth Management
California
$284K +$281K +12,101 New
JWM
189
JDH Wealth Management
California
$282K -$7.8K -336 -3%
BCM
190
Brookstone Capital Management
Illinois
$282K +$12.1K +519 +5%
SHFA
191
SC&H Financial Advisors
Maryland
$281K -$157K -6,742 -36%
BAM
192
Bayshore Asset Management
Florida
$278K +$275K +11,831 New
PWA
193
Physician Wealth Advisors
Utah
$275K -$5.99K -258 -2%
BCI
194
Brinker Capital Investments
Pennsylvania
$273K +$270K +11,619 New
TIAM2
195
Tru Independence Asset Management 2
Oregon
$266K -$161K -6,938 -38%
FWMP
196
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$265K -$125K -5,380 -32%
AWM
197
Arista Wealth Management
Nevada
$249K -$16.8K -725 -6%
HKIMG
198
Hutchens & Kramer Investment Management Group
Indiana
$247K -$9.01K -388 -4%
WFAG
199
Wescott Financial Advisory Group
Pennsylvania
$245K
Northern Trust
200
Northern Trust
Illinois
$243K +$240K +10,354 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.