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Dimensional US Real Estate ETF
DFAR

187 hedge funds and large institutions have $620M invested in Dimensional US Real Estate ETF in 2024 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 110 increasing their positions, 46 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

139% more repeat investments, than reductions

Existing positions increased: 110 | Existing positions reduced: 46

78% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 9

2% more capital invested

Capital invested by funds: $608M → $620M (+$11.9M)

1% more funds holding

Funds holding: 186 → 187 (+1)

4.88% less ownership

Funds ownership: 69.81% → 64.93% (-4.9%)

10% less funds holding in top 10

Funds holding in top 10: 21 → 19 (-2)

Holders
187
Holders Change
+1
Holders Change %
+0.54%
% of All Funds
2.69%
Holding in Top 10
19
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-9.52%
% of All Funds
0.27%
New
16
Increased
110
Reduced
46
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AP
Adero Partners
California
+$40.2M
2
EWA
Exencial Wealth Advisors
Oklahoma
+$9.12M
3
HighTower Advisors
HighTower Advisors
Illinois
+$4.44M
4
GOCP
Great Oak Capital Partners
Massachusetts
+$3.45M
5
HSG
Helen Stephens Group
Texas
+$1.99M

Top Sellers

1
AWM
AE Wealth Management
Kansas
-$9.56M
2
AWM
Arista Wealth Management
Nevada
-$6.71M
3
AFS
Annapolis Financial Services
Maryland
-$3.03M
4
SC
Savant Capital
Illinois
-$1.41M
5
Mercer Global Advisors
Mercer Global Advisors
Colorado
-$1.27M
Name Holding Trade Value Shares
Change 		Change in
Stake
AP
1
Adero Partners
California
$44.6M +$40.2M +1,823,470 +1,077%
BHWM
2
Beaird Harris Wealth Management
Texas
$40.5M +$1.94M +88,194 +5%
HighTower Advisors
3
HighTower Advisors
Illinois
$40.5M +$4.44M +201,748 +13%
EGWAG
4
Elwood & Goetz Wealth Advisory Group
Georgia
$39M +$1.84M +83,384 +5%
RIP
5
RAM Investment Partners
Washington
$25.1M +$701K +31,817 +3%
RK
6
Rather & Kittrell
Tennessee
$18.3M +$83.3K +3,780 +0.5%
BFA
7
Brown Financial Advisory
Alabama
$14.5M -$610K -27,705 -4%
FMWA
8
Forvis Mazars Wealth Advisors
Missouri
$13.2M +$190K +8,609 +1%
BEW
9
Burton Enright Welch
California
$12.3M +$209K +9,476 +2%
GOCP
10
Great Oak Capital Partners
Massachusetts
$11.6M +$3.45M +156,475 +43%
BA
11
Bridgewater Advisors
New York
$11.4M -$47.3K -2,149 -0.4%
IWC
12
Integrated Wealth Concepts
Massachusetts
$11.2M +$71.5K +3,244 +0.7%
EWA
13
Exencial Wealth Advisors
Oklahoma
$9.54M +$9.12M +413,848 +3,320%
FFM
14
Forum Financial Management
Illinois
$9.41M +$109K +4,948 +1%
RFP
15
Root Financial Partners
California
$9.21M +$1.59M +72,171 +21%
WCWM
16
Willow Creek Wealth Management
California
$9.18M -$269K -12,218 -3%
CWM
17
Core Wealth Management
Florida
$9M +$754K +34,226 +9%
PFM
18
Phillips Financial Management
Indiana
$8.87M +$793K +35,995 +10%
FW
19
Fidato Wealth
Ohio
$8.29M +$186K +8,438 +2%
CPW
20
Crestmont Private Wealth
Texas
$8.2M -$524K -23,764 -6%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$7.91M +$488K +22,140 +7%
RS
22
Retirement Solution
Washington
$7.7M +$32.3K +1,465 +0.4%
APC
23
Asset Planning Corporation
Tennessee
$7.49M -$45.8K -2,080 -0.6%
BPA
24
Beacon Pointe Advisors
California
$6.64M +$146K +6,631 +2%
PFG
25
Pinnacle Financial Group
Illinois
$6.62M +$457K +20,733 +8%
1
2 3 4 5

DFAR Hedge Fund Activity: Q1 2024 in Review

187 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Dimensional US Real Estate ETF (DFAR) for Q1 2024, worth a combined $620M — up 1.9% from $608M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new DFAR positions and 9 closed out — a net gain of 7 holders — while 110 added to existing stakes and 46 trimmed.

The largest buyer was Adero Partners, adding an estimated $40.2M. The largest seller was AE Wealth Management, cutting an estimated $9.56M.

  • 187 institutional investors held Dimensional US Real Estate ETF (DFAR) as of Q1 2024, up from 186 in Q4 2023.
  • Funds reported $620M of Dimensional US Real Estate ETF stock for Q1 2024, up 1.9% quarter-over-quarter.
  • 16 funds opened new Dimensional US Real Estate ETF positions in Q1 2024 and 9 closed out, a net change of +7 holders.
  • The largest Dimensional US Real Estate ETF buyer in Q1 2024 was Adero Partners, an estimated $40.2M added.
  • The largest Dimensional US Real Estate ETF seller in Q1 2024 was AE Wealth Management, an estimated $9.56M sold.

Based on aggregated 13F filings for Q1 2024.