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Dimensional US Real Estate ETF
DFAR

243 hedge funds and large institutions have $972M invested in Dimensional US Real Estate ETF in 2025 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 116 increasing their positions, 70 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

172% more call options, than puts

Call options by funds: $647K | Put options by funds: $238K

100% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 11

66% more repeat investments, than reductions

Existing positions increased: 116 | Existing positions reduced: 70

7% more capital invested

Capital invested by funds: $907M → $972M (+$64.3M)

3% more funds holding

Funds holding: 237 → 243 (+6)

2.14% less ownership

Funds ownership: 76.13% → 73.99% (-2.1%)

17% less funds holding in top 10

Funds holding in top 10: 24 → 20 (-4)

Holders
243
Holders Change
+6
Holders Change %
+2.53%
% of All Funds
3.26%
Holding in Top 10
20
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-16.67%
% of All Funds
0.27%
New
22
Increased
116
Reduced
70
Closed
11
Calls
$647K
Puts
$238K
Net Calls
+$409K
Net Calls Change
+$365K

Top Buyers

1
Prudential Financial
Prudential Financial
New Jersey
+$29.2M
2
HWM
Hemington Wealth Management
Virginia
+$6.35M
3
SFO
Stokes Family Office
Louisiana
+$5.96M
4
HighTower Advisors
HighTower Advisors
Illinois
+$4.9M
5
AWM
Aprio Wealth Management
Georgia
+$4.21M

Top Sellers

1
EP
Essential Planning
New Hampshire
-$15.8M
2
SC
Savant Capital
Illinois
-$7.39M
3
CW
Curio Wealth
Maryland
-$4.88M
4
FH
Financial Harvest
Florida
-$4.53M
5
FMWA
Forvis Mazars Wealth Advisors
Missouri
-$2.22M
Name Holding Trade Value Shares
Change 		Change in
Stake
EP
201
Essential Planning
New Hampshire
$208K -$15.8M -669,139 -99%
SFP
202
SwitchPoint Financial Planning
Utah
$206K – – –
AL
203
Aspiriant LLC
California
$206K +$204K +8,657 New
UB
204
UMB Bank
Missouri
$170K – – –
BTI
205
Blue Trust Inc
Georgia
$158K – – –
FFA
206
Frazier Financial Advisors
Ohio
$141K – – –
Morgan Stanley
207
Morgan Stanley
New York
$132K -$176K -7,454 -57%
PNC Financial Services Group
208
PNC Financial Services Group
Pennsylvania
$122K – – –
EWA
209
EQ Wealth Advisors
Texas
$118K +$117K +4,970 New
AP
210
Aspect Partners
Virginia
$117K – – –
FFA
211
Farther Finance Advisors
California
$110K -$1.42K -60 -1%
CTWM
212
Cherry Tree Wealth Management
Minnesota
$108K – – –
BCM
213
Blume Capital Management
California
$104K -$5.9K -250 -5%
ME
214
McIlrath & Eck
Washington
$100K – – –
JP Morgan Chase
215
JP Morgan Chase
New York
$90K +$17.4K +738 +24%
EWA
216
EverSource Wealth Advisors
Alabama
$73.3K -$40.3K -1,707 -36%
BGWM
217
Bridge Generations Wealth Management
Florida
$68.1K – – –
JWA
218
JFS Wealth Advisors
Pennsylvania
$50.9K +$24.9K +1,055 +97%
Fifth Third Bancorp
219
Fifth Third Bancorp
Ohio
$47.1K +$46.7K +1,980 New
AF
220
Advisornet Financial
Minnesota
$47K +$47 +2 +0.1%
BWL
221
Bogart Wealth LLC
Virginia
$40.3K – – –
OC
222
Oakworth Capital
Alabama
$39.5K +$39.2K +1,663 New
RWM
223
Rialto Wealth Management
New York
$32.5K – – –
Comerica Bank
224
Comerica Bank
Texas
$28K – – –
GWM
225
Geneos Wealth Management
Colorado
$27.7K +$27.5K +1,166 New
7 8
9
10 11

DFAR Hedge Fund Activity: Q1 2025 in Review

243 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in Dimensional US Real Estate ETF (DFAR) for Q1 2025, worth a combined $972M — up 7.1% from $907M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new DFAR positions and 11 closed out — a net gain of 11 holders — while 116 added to existing stakes and 70 trimmed.

The largest buyer was Prudential Financial, adding an estimated $29.2M. The largest seller was Essential Planning, cutting an estimated $15.8M.

  • 243 institutional investors held Dimensional US Real Estate ETF (DFAR) as of Q1 2025, up from 237 in Q4 2024.
  • Funds reported $972M of Dimensional US Real Estate ETF stock for Q1 2025, up 7.1% quarter-over-quarter.
  • 22 funds opened new Dimensional US Real Estate ETF positions in Q1 2025 and 11 closed out, a net change of +11 holders.
  • The largest Dimensional US Real Estate ETF buyer in Q1 2025 was Prudential Financial, an estimated $29.2M added.
  • The largest Dimensional US Real Estate ETF seller in Q1 2025 was Essential Planning, an estimated $15.8M sold.

Based on aggregated 13F filings for Q1 2025.