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Dimensional US Real Estate ETF
DFAR

286 hedge funds and large institutions have $1.19B invested in Dimensional US Real Estate ETF in 2026 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 145 increasing their positions, 69 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

110% more repeat investments, than reductions

Existing positions increased: 145 | Existing positions reduced: 69

47% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 19

14% more funds holding in top 10

Funds holding in top 10: 22 → 25 (+3)

9% more capital invested

Capital invested by funds: $1.1B → $1.19B (+$94.2M)

1% more funds holding

Funds holding: 283 → 286 (+3)

0% more call options, than puts

Call options by funds: $237K | Put options by funds: $237K

0.9% less ownership

Funds ownership: 77.21% → 76.31% (-0.9%)

Holders
286
Holders Change
+3
Holders Change %
+1.06%
% of All Funds
3.52%
Holding in Top 10
25
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+13.64%
% of All Funds
0.31%
New
28
Increased
145
Reduced
69
Closed
19
Calls
$237K
Puts
$237K
Net Calls
–
Net Calls Change
-$364K

Top Buyers

1
Two Sigma Investments
Two Sigma Investments
New York
+$15.2M
2
CIA
Concurrent Investment Advisors
Florida
+$10.7M
3
FPAS
Focus Partners Advisor Solutions
Missouri
+$7.97M
4
NBWM
North Berkeley Wealth Management
California
+$6.1M
5
AC
Apella Capital
Connecticut
+$5.45M

Top Sellers

1
Prudential Financial
Prudential Financial
New Jersey
-$6.11M
2
SC
Savant Capital
Illinois
-$5.91M
3
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
-$5.48M
4
BCI
Brinker Capital Investments
Pennsylvania
-$4.51M
5
BA
Bridgewater Advisors
New York
-$4.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
VAG
201
VisionPoint Advisory Group
Texas
$345K +$351K +14,606 New
BAM
202
Bayshore Asset Management
Florida
$330K – – –
HCM
203
Hutchinson Capital Management
California
$330K +$96.1K +3,998 +40%
DFG
204
Dupree Financial Group
Kentucky
$319K -$13K -541 -4%
CPWM
205
Cypress Point Wealth Management
Texas
$310K +$315K +13,100 New
EFP
206
EnRich Financial Partners
Wisconsin
$308K -$192 -8 -0.1%
IPWA
207
International Private Wealth Advisors
California
$306K +$56.4K +2,345 +22%
WP
208
Wealthspan Partners
Iowa
$305K -$5.03K -209 -2%
SLG
209
Sanchez Levi Garrett
$292K +$297K +12,348 New
JP Morgan Chase
210
JP Morgan Chase
New York
$292K +$247K +10,257 +450%
PWA
211
Physician Wealth Advisors
Utah
$291K -$890 -37 -0.3%
DFP
212
Donalies Financial Planning
District of Columbia
$289K +$54.8K +2,279 +23%
AIC
213
Allodium Investment Consultants
Minnesota
$288K +$168 +7 +0.1%
KeyBank National Association
214
KeyBank National Association
Ohio
$287K -$45.8K -1,903 -14%
WAN
215
Wealth Advisors Northwest
Oregon
$280K +$2.45K +102 +0.9%
DADC
216
D.A. Davidson & Co
Montana
$279K +$48.1K +2,000 +20%
BCM
217
Brookstone Capital Management
Illinois
$268K -$1.35K -56 -0.5%
Mariner
218
Mariner
Kansas
$265K -$103K -4,301 -28%
MWA
219
Medallion Wealth Advisors
Connecticut
$263K – – –
BRPW
220
Ballast Rock Private Wealth
South Carolina
$255K -$9.16K -381 -3%
OFS
221
Opus Financial Solutions
Illinois
$253K +$257K +10,695 New
MMPW
222
Mitchell McLeod Pugh & Williams
Alabama
$249K +$7.09K +295 +3%
WFAG
223
Wescott Financial Advisory Group
Pennsylvania
$247K – – –
BTI
224
Blue Trust Inc
Georgia
$247K +$11.1K +460 +5%
DW
225
Dodds Wealth
Colorado
$244K – – –
7 8
9
10 11

DFAR Hedge Fund Activity: Q1 2026 in Review

286 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Dimensional US Real Estate ETF (DFAR) for Q1 2026, worth a combined $1.19B — up 8.6% from $1.1B a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new DFAR positions and 19 closed out — a net gain of 9 holders — while 145 added to existing stakes and 69 trimmed.

The largest buyer was Two Sigma Investments, adding an estimated $15.2M. The largest seller was Prudential Financial, cutting an estimated $6.11M.

  • 286 institutional investors held Dimensional US Real Estate ETF (DFAR) as of Q1 2026, up from 283 in Q4 2025.
  • Funds reported $1.19B of Dimensional US Real Estate ETF stock for Q1 2026, up 8.6% quarter-over-quarter.
  • 28 funds opened new Dimensional US Real Estate ETF positions in Q1 2026 and 19 closed out, a net change of +9 holders.
  • The largest Dimensional US Real Estate ETF buyer in Q1 2026 was Two Sigma Investments, an estimated $15.2M added.
  • The largest Dimensional US Real Estate ETF seller in Q1 2026 was Prudential Financial, an estimated $6.11M sold.

Based on aggregated 13F filings for Q1 2026.