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Dimensional US Real Estate ETF
DFAR

209 hedge funds and large institutions have $850M invested in Dimensional US Real Estate ETF in 2024 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 88 increasing their positions, 68 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 7

29% more repeat investments, than reductions

Existing positions increased: 88 | Existing positions reduced: 68

20% more funds holding in top 10

Funds holding in top 10: 15 → 18 (+3)

19% more capital invested

Capital invested by funds: $716M → $850M (+$134M)

11% more funds holding

Funds holding: 189 → 209 (+20)

0.05% less ownership

Funds ownership: 69.48% → 69.44% (-0.05%)

Holders
209
Holders Change
+20
Holders Change %
+10.58%
% of All Funds
3%
Holding in Top 10
18
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+20%
% of All Funds
0.26%
New
28
Increased
88
Reduced
68
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$6.2M
2
RFP
Root Financial Partners
California
+$4.88M
3
AWM
Aprio Wealth Management
Georgia
+$3.17M
4
RJFSA
Raymond James Financial Services Advisors
Florida
+$2.02M
5
JTWM
Jackson Thornton Wealth Management
Alabama
+$1.85M

Top Sellers

1
FMWA
Forvis Mazars Wealth Advisors
Missouri
-$3.33M
2
SC
Savant Capital
Illinois
-$3.24M
3
CCM
Carlson Capital Management
Minnesota
-$1.99M
4
NA
NewEdge Advisors
Louisiana
-$1.37M
5
BHWM
Beaird Harris Wealth Management
Texas
-$1.24M
Name Holding Trade Value Shares
Change 		Change in
Stake
AP
1
Adero Partners
California
$75.6M +$7.75K +320 +0%
HighTower Advisors
2
HighTower Advisors
Illinois
$56.3M +$1.17M +48,458 +2%
EGWAG
3
Elwood & Goetz Wealth Advisory Group
Georgia
$49.4M +$1.14M +47,115 +3%
BHWM
4
Beaird Harris Wealth Management
Texas
$41.7M -$1.24M -51,153 -3%
SC
5
Savant Capital
Illinois
$32.4M -$3.24M -133,642 -10%
RIP
6
RAM Investment Partners
Washington
$30.7M +$328K +13,566 +1%
MFT
7
Moisand Fitzgerald Tamayo
Florida
$27.6M +$162K +6,699 +0.6%
RK
8
Rather & Kittrell
Tennessee
$21.4M -$433K -17,886 -2%
GOCP
9
Great Oak Capital Partners
Massachusetts
$19.5M +$841K +34,739 +5%
RFP
10
Root Financial Partners
California
$19.2M +$4.88M +201,518 +37%
BFA
11
Brown Financial Advisory
Alabama
$14.8M -$397K -16,412 -3%
BEW
12
Burton Enright Welch
California
$14.2M +$51.8K +2,141 +0.4%
BA
13
Bridgewater Advisors
New York
$13.6M +$1.14M +47,135 +9%
EWA
14
Exencial Wealth Advisors
Oklahoma
$12.6M +$16.1K +665 +0.1%
PFM
15
Phillips Financial Management
Indiana
$12.1M +$850K +35,091 +8%
WCWM
16
Willow Creek Wealth Management
California
$11.1M +$144K +5,964 +1%
FFM
17
Forum Financial Management
Illinois
$10.5M -$239K -9,889 -2%
WDG
18
Wealth Dimensions Group
Ohio
$10.1M +$1.08M +44,414 +13%
SAM
19
Satovsky Asset Management
New York
$10M +$130K +5,379 +1%
FW
20
Fidato Wealth
Ohio
$10M +$26.3K +1,086 +0.3%
CWM
21
Core Wealth Management
Florida
$9.97M – – –
HSG
22
Helen Stephens Group
Texas
$9.76M +$1.22M +50,465 +15%
FMWA
23
Forvis Mazars Wealth Advisors
Missouri
$9.73M -$3.33M -137,449 -27%
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$9.71M +$90.7K +3,745 +1%
DAS
25
Dynamic Advisor Solutions
Arizona
$9.28M +$250K +10,344 +3%
1
2 3 4 5

DFAR Hedge Fund Activity: Q3 2024 in Review

209 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Dimensional US Real Estate ETF (DFAR) for Q3 2024, worth a combined $850M — up 19% from $716M a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new DFAR positions and 7 closed out — a net gain of 21 holders — while 88 added to existing stakes and 68 trimmed.

The largest buyer was Focus Partners Wealth, opening a new position worth an estimated $6.2M. The largest seller was Forvis Mazars Wealth Advisors, cutting an estimated $3.33M.

  • 209 institutional investors held Dimensional US Real Estate ETF (DFAR) as of Q3 2024, up from 189 in Q2 2024.
  • Funds reported $850M of Dimensional US Real Estate ETF stock for Q3 2024, up 19% quarter-over-quarter.
  • 28 funds opened new Dimensional US Real Estate ETF positions in Q3 2024 and 7 closed out, a net change of +21 holders.
  • The largest Dimensional US Real Estate ETF buyer in Q3 2024 was Focus Partners Wealth, an estimated $6.2M added.
  • The largest Dimensional US Real Estate ETF seller in Q3 2024 was Forvis Mazars Wealth Advisors, an estimated $3.33M sold.

Based on aggregated 13F filings for Q3 2024.