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Dimensional US Real Estate ETF
DFAR

243 hedge funds and large institutions have $972M invested in Dimensional US Real Estate ETF in 2025 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 116 increasing their positions, 70 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

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

66% more repeat investments, than reductions

Existing positions increased: 116 | Existing positions reduced: 70

7% more capital invested

Capital invested by funds: $907M → $972M (+$64.3M)

3% more funds holding

Funds holding: 237 → 243 (+6)

2.14% less ownership

Funds ownership: 76.13% → 73.99% (-2.1%)

17% less funds holding in top 10

Funds holding in top 10: 24 → 20 (-4)

Holders
243
Holders Change
+6
Holders Change %
+2.53%
% of All Funds
3.26%
Holding in Top 10
20
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-16.67%
% of All Funds
0.27%
New
22
Increased
116
Reduced
70
Closed
11
Calls
$647K
Puts
$238K
Net Calls
+$409K
Net Calls Change
+$365K

Top Buyers

1
Prudential Financial
Prudential Financial
New Jersey
+$29.2M
2
HWM
Hemington Wealth Management
Virginia
+$6.35M
3
SFO
Stokes Family Office
Louisiana
+$5.96M
4
HighTower Advisors
HighTower Advisors
Illinois
+$4.9M
5
AWM
Aprio Wealth Management
Georgia
+$4.21M

Top Sellers

1
EP
Essential Planning
New Hampshire
-$15.8M
2
SC
Savant Capital
Illinois
-$7.39M
3
CW
Curio Wealth
Maryland
-$4.88M
4
FH
Financial Harvest
Florida
-$4.53M
5
FMWA
Forvis Mazars Wealth Advisors
Missouri
-$2.22M
Name Holding Trade Value Shares
Change 		Change in
Stake
AP
1
Adero Partners
California
$74.4M +$2.59M +109,659 +4%
HighTower Advisors
2
HighTower Advisors
Illinois
$60.5M +$4.9M +207,867 +9%
Prudential Financial
3
Prudential Financial
New Jersey
$55.7M +$29.2M +1,236,100 +112%
EGWAG
4
Elwood & Goetz Wealth Advisory Group
Georgia
$47.9M +$1.51M +64,199 +3%
BHWM
5
Beaird Harris Wealth Management
Texas
$41.2M +$1.21M +51,100 +3%
RIP
6
RAM Investment Partners
Washington
$29M +$380K +16,100 +1%
MFT
7
Moisand Fitzgerald Tamayo
Florida
$26.8M +$1.45M +61,412 +6%
RFP
8
Root Financial Partners
California
$26.4M +$3.32M +140,598 +14%
RK
9
Rather & Kittrell
Tennessee
$20.4M +$166K +7,059 +0.8%
GOCP
10
Great Oak Capital Partners
Massachusetts
$18.6M – – –
SC
11
Savant Capital
Illinois
$16.6M -$7.39M -313,230 -31%
PFM
12
Phillips Financial Management
Indiana
$14.3M +$1.01M +42,722 +8%
BEW
13
Burton Enright Welch
California
$13.7M +$232K +9,828 +2%
AWM
14
Aprio Wealth Management
Georgia
$13.1M +$4.21M +178,433 +48%
BA
15
Bridgewater Advisors
New York
$12.5M +$523K +22,160 +4%
SFA
16
Sequoia Financial Advisors
Ohio
$12.1M +$3.75M +158,894 +45%
EWA
17
Exencial Wealth Advisors
Oklahoma
$11.7M +$252K +10,690 +2%
UWM
18
United Wealth Management
Virginia
$11.4M +$910K +38,572 +9%
WDG
19
Wealth Dimensions Group
Ohio
$11.4M +$1.2M +50,959 +12%
HWM
20
Hemington Wealth Management
Virginia
$11.3M +$6.35M +269,361 +130%
BFA
21
Brown Financial Advisory
Alabama
$11.1M -$1.78M -75,570 -14%
CWM
22
Core Wealth Management
Florida
$10.6M -$152K -6,439 -1%
Focus Partners Wealth
23
Focus Partners Wealth
Massachusetts
$10.5M +$1.45M +61,619 +16%
FW
24
Fidato Wealth
Ohio
$10.2M +$271K +11,511 +3%
FFM
25
Forum Financial Management
Illinois
$9.56M -$31.8K -1,348 -0.3%
1
2 3 4 5

DFAR Hedge Fund Activity: Q1 2025 in Review

243 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in Dimensional US Real Estate ETF (DFAR) for Q1 2025, worth a combined $972M — up 7.1% from $907M 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 70 trimmed.

The largest buyer was Prudential Financial, adding an estimated $29.2M. The largest seller was Essential Planning, cutting an estimated $15.8M.

  • 243 institutional investors held Dimensional US Real Estate ETF (DFAR) as of Q1 2025, up from 237 in Q4 2024.
  • Funds reported $972M of Dimensional US Real Estate ETF stock for Q1 2025, up 7.1% quarter-over-quarter.
  • 22 funds opened new Dimensional US Real Estate ETF positions in Q1 2025 and 11 closed out, a net change of +11 holders.
  • The largest Dimensional US Real Estate ETF buyer in Q1 2025 was Prudential Financial, an estimated $29.2M added.
  • The largest Dimensional US Real Estate ETF seller in Q1 2025 was Essential Planning, an estimated $15.8M sold.

Based on aggregated 13F filings for Q1 2025.