DFA Real Estate Securities Portfolio ETF Class Shares
DFAR
259 hedge funds and large institutions have $1.04B invested in DFA Real Estate Securities Portfolio ETF Class Shares in 2025 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 139 increasing their positions, 61 reducing their positions, and 14 closing their positions.
128% more repeat investments, than reductions
Existing positions increased: 139 | Existing positions reduced: 61
29% more first-time investments, than exits
New positions opened: 18 | Existing positions closed: 14
11% more funds holding in top 10
Funds holding in top 10: 19 → 21 (+2)
5% more capital invested
Capital invested by funds: $991M → $1.04B (+$45.8M)
1% more funds holding
Funds holding: 257 → 259 (+2)
0.22% less ownership
Funds ownership: 73.83% → 73.61% (-0.22%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RFP
Root Financial Partners
Encinitas,
California
|
+$12.5M |
| 2 |
VT
Vise Technologies
New York
|
+$10.2M |
| 3 |
HighTower Advisors
Chicago,
Illinois
|
+$5.63M |
| 4 |
PPWM
PFG Private Wealth Management
Lutz,
Florida
|
+$4.12M |
| 5 |
EGWAG
Elwood & Goetz Wealth Advisory Group
Athens,
Georgia
|
+$2.95M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BHWM
Beaird Harris Wealth Management
Dallas,
Texas
|
-$16.7M |
| 2 |
AWM
Aprio Wealth Management
Atlanta,
Georgia
|
-$12.9M |
| 3 |
SWGC
Summit Wealth Group (Colorado)
Colorado Springs,
Colorado
|
-$4.35M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$1.79M |
| 5 |
FPAS
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
-$1.37M |
DFAR Hedge Fund Activity: Q3 2025 in Review
259 of the 7,647 institutional investors tracked by Wall St. Rank reported a position in DFA Real Estate Securities Portfolio ETF Class Shares (DFAR) for Q3 2025, worth a combined $1.04B — up 4.6% from $991M a quarter earlier.
Buyers outnumbered sellers: 18 funds opened new DFAR positions and 14 closed out — a net gain of 4 holders — while 139 added to existing stakes and 61 trimmed.
The largest buyer was Root Financial Partners, adding an estimated $12.5M. The largest seller was Beaird Harris Wealth Management, cutting an estimated $16.7M.
- 259 institutional investors held DFA Real Estate Securities Portfolio ETF Class Shares (DFAR) as of Q3 2025, up from 257 in Q2 2025.
- Funds reported $1.04B of DFA Real Estate Securities Portfolio ETF Class Shares stock for Q3 2025, up 4.6% quarter-over-quarter.
- 18 funds opened new DFA Real Estate Securities Portfolio ETF Class Shares positions in Q3 2025 and 14 closed out, a net change of +4 holders.
- The largest DFA Real Estate Securities Portfolio ETF Class Shares buyer in Q3 2025 was Root Financial Partners, an estimated $12.5M added.
- The largest DFA Real Estate Securities Portfolio ETF Class Shares seller in Q3 2025 was Beaird Harris Wealth Management, an estimated $16.7M sold.
Based on aggregated 13F filings for Q3 2025.