Dimensional US Real Estate ETF
DFAR
188 hedge funds and large institutions have $621M invested in Dimensional US Real Estate ETF in 2024 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 111 increasing their positions, 46 reducing their positions, and 9 closing their positions.
141% more repeat investments, than reductions
Existing positions increased: 111 | 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 → $621M (+$12.6M)
1% more funds holding
Funds holding: 187 → 188 (+1)
4.81% less ownership
Funds ownership: 69.8% → 64.99% (-4.8%)
10% less funds holding in top 10
Funds holding in top 10: 21 → 19 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AP
Adero Partners
Pleasanton,
California
|
+$40.2M |
| 2 |
EWA
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
|
+$9.12M |
| 3 |
HighTower Advisors
Chicago,
Illinois
|
+$4.44M |
| 4 |
GOCP
Great Oak Capital Partners
South Easton,
Massachusetts
|
+$3.45M |
| 5 |
HSG
Helen Stephens Group
Fort Worth,
Texas
|
+$1.99M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$9.56M |
| 2 |
AWM
Arista Wealth Management
Las Vegas,
Nevada
|
-$6.71M |
| 3 |
AFS
Annapolis Financial Services
Annapolis,
Maryland
|
-$3.03M |
| 4 |
SC
Savant Capital
Rockford,
Illinois
|
-$1.41M |
| 5 |
Mercer Global Advisors
Denver,
Colorado
|
-$1.27M |
DFAR Hedge Fund Activity: Q1 2024 in Review
188 of the 6,958 institutional investors tracked by Wall St. Rank reported a position in Dimensional US Real Estate ETF (DFAR) for Q1 2024, worth a combined $621M — up 2.1% 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 111 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.
- 188 institutional investors held Dimensional US Real Estate ETF (DFAR) as of Q1 2024, up from 187 in Q4 2023.
- Funds reported $621M of Dimensional US Real Estate ETF stock for Q1 2024, up 2.1% 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.