We are live on ! Find out more
DFAR icon

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.

New
Increased
Maintained
Reduced
Closed

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)

Holders
189
Holders Change
+2
Holders Change %
+1.07%
% of All Funds
2.73%
Holding in Top 10
15
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-21.05%
% of All Funds
0.22%
New
17
Increased
99
Reduced
54
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SC
Savant Capital
Illinois
+$25M
2
MFT
Moisand Fitzgerald Tamayo
Florida
+$21.9M
3
AP
Adero Partners
California
+$20.5M
4
HighTower Advisors
HighTower Advisors
Illinois
+$7.25M
5
SAM
Satovsky Asset Management
New York
+$5.27M

Top Sellers

1
RS
Retirement Solution
Washington
-$7.7M
2
IWC
Integrated Wealth Concepts
Massachusetts
-$7.66M
3
BHWM
Beaird Harris Wealth Management
Texas
-$2.86M
4
NA
NewEdge Advisors
Louisiana
-$2.61M
5
Mercer Global Advisors
Mercer Global Advisors
Colorado
-$2.06M
Name Holding Trade Value Shares
Change 		Change in
Stake
AP
1
Adero Partners
California
$65.2M +$20.5M +956,688 +48%
HighTower Advisors
2
HighTower Advisors
Illinois
$47.5M +$7.25M +337,765 +19%
EGWAG
3
Elwood & Goetz Wealth Advisory Group
Georgia
$41.5M +$2.9M +135,246 +8%
BHWM
4
Beaird Harris Wealth Management
Texas
$37.1M -$2.86M -133,242 -7%
SC
5
Savant Capital
Illinois
$30.8M +$25M +1,163,244 +501%
RIP
6
RAM Investment Partners
Washington
$26.2M +$1.33M +61,953 +6%
MFT
7
Moisand Fitzgerald Tamayo
Florida
$23.6M +$21.9M +1,019,342 +2,052%
RK
8
Rather & Kittrell
Tennessee
$18.8M +$738K +34,348 +4%
GOCP
9
Great Oak Capital Partners
Massachusetts
$17.8M +$4.89M +227,508 +44%
BFA
10
Brown Financial Advisory
Alabama
$13.1M -$1.19M -55,304 -9%
BEW
11
Burton Enright Welch
California
$12.2M -$29.4K -1,368 -0.2%
RFP
12
Root Financial Partners
California
$12.1M +$2.92M +136,081 +33%
BA
13
Bridgewater Advisors
New York
$11.4M -$257K -11,984 -2%
FMWA
14
Forvis Mazars Wealth Advisors
Missouri
$11.4M -$1.61M -74,757 -13%
EWA
15
Exencial Wealth Advisors
Oklahoma
$10.8M +$1.38M +64,295 +15%
CWM
16
Core Wealth Management
Florida
$9.97M +$1.05M +49,068 +12%
PFM
17
Phillips Financial Management
Indiana
$9.65M +$866K +40,341 +10%
WCWM
18
Willow Creek Wealth Management
California
$9.46M +$378K +17,608 +4%
FFM
19
Forum Financial Management
Illinois
$9.29M -$2.04K -95 -0%
FW
20
Fidato Wealth
Ohio
$8.61M +$415K +19,335 +5%
SAM
21
Satovsky Asset Management
New York
$8.53M +$5.27M +245,188 +174%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$8.28M +$458K +21,345 +6%
DAS
23
Dynamic Advisor Solutions
Arizona
$7.77M +$3.07M +142,945 +68%
CPW
24
Crestmont Private Wealth
Texas
$7.77M -$330K -15,343 -4%
WDG
25
Wealth Dimensions Group
Ohio
$7.76M +$1.42M +66,037 +23%
1
2 3 4 5

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.