DFA Real Estate Securities Portfolio ETF Class Shares
DFAR
244 hedge funds and large institutions have $972M invested in DFA Real Estate Securities Portfolio ETF Class Shares in 2025 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 116 increasing their positions, 71 reducing their positions, and 11 closing their positions.
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
91% more capital inflows, than outflows
Capital inflows: $100M | Capital outflows: $52.4M
63% more repeat investments, than reductions
Existing positions increased: 116 | Existing positions reduced: 71
3% more funds holding
Funds holding: 238 → 244 (+6)
2.15% less ownership
Funds ownership: 76.18% → 74.03% (-2.1%)
17% less funds holding in top 10
Funds holding in top 10: 24 → 20 (-4)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Prudential Financial
Newark,
New Jersey
|
+$29.2M |
| 2 |
Hemington Wealth Management
Falls Church,
Virginia
|
+$6.35M |
| 3 |
Stokes Family Office
New Orleans,
Louisiana
|
+$5.96M |
| 4 |
HighTower Advisors
Chicago,
Illinois
|
+$4.9M |
| 5 |
Aprio Wealth Management
Atlanta,
Georgia
|
+$4.21M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Essential Planning
Portsmouth,
New Hampshire
|
-$15.8M |
| 2 |
Savant Capital
Rockford,
Illinois
|
-$7.39M |
| 3 |
Curio Wealth
Annapolis,
Maryland
|
-$4.88M |
| 4 |
Financial Harvest
Winter Park,
Florida
|
-$4.53M |
| 5 |
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
-$2.22M |
DFAR Hedge Fund Activity: Q1 2025 in Review
244 of the 7,481 institutional investors tracked by Wall St. Rank reported a position in DFA Real Estate Securities Portfolio ETF Class Shares (DFAR) for Q1 2025, worth a combined $972M — up 7.1% from $908M 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 71 trimmed.
The largest buyer was Prudential Financial, adding an estimated $29.2M. The largest seller was Essential Planning, cutting an estimated $15.8M.
- 244 institutional investors held DFA Real Estate Securities Portfolio ETF Class Shares (DFAR) as of Q1 2025, up from 238 in Q4 2024.
- Funds reported $972M of DFA Real Estate Securities Portfolio ETF Class Shares stock for Q1 2025, up 7.1% quarter-over-quarter.
- 22 funds opened new DFA Real Estate Securities Portfolio ETF Class Shares positions in Q1 2025 and 11 closed out, a net change of +11 holders.
- The largest DFA Real Estate Securities Portfolio ETF Class Shares buyer in Q1 2025 was Prudential Financial, an estimated $29.2M added.
- The largest DFA Real Estate Securities Portfolio ETF Class Shares seller in Q1 2025 was Essential Planning, an estimated $15.8M sold.
Based on aggregated 13F filings for Q1 2025.