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.
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)
Top Buyers
| 1 |
SC
Savant Capital
Rockford,
Illinois
|
+$25M |
| 2 |
MFT
Moisand Fitzgerald Tamayo
Orlando,
Florida
|
+$21.9M |
| 3 |
AP
Adero Partners
Pleasanton,
California
|
+$20.5M |
| 4 |
HighTower Advisors
Chicago,
Illinois
|
+$7.25M |
| 5 |
SAM
Satovsky Asset Management
New York
|
+$5.27M |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
HGERS
201
Householder Group Estate & Retirement Specialist
Scottsdale,
Arizona
| – | -$291 | -13 | Closed |
|
202
Fidelity Investments
Boston,
Massachusetts
| – | -$22 | -1 | Closed |
|
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.