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Dimensional US Real Estate ETF

256 hedge funds and large institutions have $990M invested in Dimensional US Real Estate ETF in 2025 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 110 increasing their positions, 79 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 16

39% more repeat investments, than reductions

Existing positions increased: 110 | Existing positions reduced: 79

5% more funds holding

Funds holding: 243256 (+13)

2% more capital invested

Capital invested by funds: $972M → $990M (+$18.8M)

0.07% less ownership

Funds ownership: 73.99%73.92% (-0.07%)

5% less funds holding in top 10

Funds holding in top 10: 2019 (-1)

Holders
256
Holders Change
+13
Holders Change %
+5.35%
% of All Funds
3.37%
Holding in Top 10
19
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5%
% of All Funds
0.25%
New
32
Increased
110
Reduced
79
Closed
16
Calls
$225K
Puts
Net Calls
+$225K
Net Calls Change
-$184K
Name Holding Trade Value Shares
Change
Change in
Stake
Focus Partners Wealth
1
Focus Partners Wealth
Massachusetts
$84.1M +$73M +3,145,213 +712%
Prudential Financial
2
Prudential Financial
New Jersey
$58.4M +$3.41M +147,000 +6%
HighTower Advisors
3
HighTower Advisors
Illinois
$50.2M -$9.42M -405,742 -16%
EGWAG
4
Elwood & Goetz Wealth Advisory Group
Georgia
$48.6M +$1.37M +59,154 +3%
BHWM
5
Beaird Harris Wealth Management
Texas
$42M +$1.31M +56,371 +3%
RIP
6
RAM Investment Partners
Washington
$29.7M +$1.09M +46,825 +4%
MFT
7
Moisand Fitzgerald Tamayo
Florida
$28.2M +$1.7M +73,258 +6%
RFP
8
Root Financial Partners
California
$24.7M -$1.31M -56,601 -5%
GOCP
9
Great Oak Capital Partners
Massachusetts
$20.6M +$1.29M +55,403 +7%
RK
10
Rather & Kittrell
Tennessee
$20.3M +$200K +8,623 +1%
AWM
11
Aprio Wealth Management
Georgia
$16.2M +$3.22M +138,632 +25%
PFM
12
Phillips Financial Management
Indiana
$14.7M +$589K +25,352 +4%
SFA
13
Sequoia Financial Advisors
Ohio
$14.6M +$2.62M +112,790 +22%
SC
14
Savant Capital
Illinois
$14.1M -$2.31M -99,507 -14%
BEW
15
Burton Enright Welch
California
$14M +$472K +20,321 +4%
BA
16
Bridgewater Advisors
New York
$13.4M +$491K +21,157 +4%
WDG
17
Wealth Dimensions Group
Ohio
$12M +$818K +35,237 +7%
Pathstone Holdings
18
Pathstone Holdings
New Jersey
$11.8M +$7.81M +336,587 +204%
EWA
19
Exencial Wealth Advisors
Oklahoma
$11.4M -$182K -7,818 -2%
UWM
20
United Wealth Management
Virginia
$11.4M +$103K +4,428 +0.9%
FW
21
Fidato Wealth
Ohio
$10.8M +$734K +31,635 +7%
CWM
22
Core Wealth Management
Florida
$10.7M +$230K +9,925 +2%
HWM
23
Hemington Wealth Management
Virginia
$10.5M -$643K -27,678 -6%
FFM
24
Forum Financial Management
Illinois
$9.44M -$998 -43 -0%
SAM
25
Satovsky Asset Management
New York
$9.36M +$228K +9,815 +3%

DFAR Hedge Fund Activity: Q2 2025 in Review

256 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Dimensional US Real Estate ETF (DFAR) for Q2 2025, worth a combined $990M — up 1.9% from $972M a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new DFAR positions and 16 closed out — a net gain of 16 holders — while 110 added to existing stakes and 79 trimmed.

The largest buyer was Focus Partners Wealth, adding an estimated $73M. The largest seller was HighTower Advisors, cutting an estimated $9.42M.

  • 256 institutional investors held Dimensional US Real Estate ETF (DFAR) as of Q2 2025, up from 243 in Q1 2025.
  • Funds reported $990M of Dimensional US Real Estate ETF stock for Q2 2025, up 1.9% quarter-over-quarter.
  • 32 funds opened new Dimensional US Real Estate ETF positions in Q2 2025 and 16 closed out, a net change of +16 holders.
  • The largest Dimensional US Real Estate ETF buyer in Q2 2025 was Focus Partners Wealth, an estimated $73M added.
  • The largest Dimensional US Real Estate ETF seller in Q2 2025 was HighTower Advisors, an estimated $9.42M sold.

Based on aggregated 13F filings for Q2 2025.