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Dimensional US Real Estate ETF

45 hedge funds and large institutions have $313M invested in Dimensional US Real Estate ETF in 2022 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 11 increasing their positions, 1 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,000% more repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 1

933% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 3

165% more funds holding

Funds holding: 1745 (+28)

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

1.99% more ownership

Funds ownership: 59.93%61.91% (+2%)

5% more capital invested

Capital invested by funds: $298M → $313M (+$14.1M)

Holders
45
Holders Change
+28
Holders Change %
+164.71%
% of All Funds
0.76%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
31
Increased
11
Reduced
1
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MCA
26
Maryland Capital Advisors
Maryland
$423K +$378K +15,098 +470%
GWM
27
Grand Wealth Management
Michigan
$417K +$392K +15,691 +667%
AC
28
Applied Capital
Arkansas
$412K +$446K +17,833 New
DWM
29
Drive Wealth Management
Utah
$401K +$433K +17,331 New
FOA
30
Five Oceans Advisors
California
$395K +$428K +17,097 New
CWM
31
CarsonAllaria Wealth Management
Illinois
$394K +$415K +16,604 +3,870%
SAM
32
Satovsky Asset Management
New York
$346K +$372K +14,885 New
EGWAG
33
Elwood & Goetz Wealth Advisory Group
Georgia
$345K +$374K +14,935 New
RCG
34
Resource Consulting Group
Florida
$343K +$371K +14,827 New
WWM
35
Wolff Wiese Magana
California
$315K +$341K +13,630 New
SPWM
36
Straight Path Wealth Management
Michigan
$287K +$311K +12,430 New
CPIG
37
Chicago Partners Investment Group
Illinois
$276K +$5.68K +227 +2%
DI
38
Disciplined Investments
Oklahoma
$247K +$267K +10,694 New
RIM
39
Rockbridge Investment Management
New York
$139K +$151K +6,024 New
Rockefeller Capital Management
40
Rockefeller Capital Management
New York
$114K +$124K +4,940 New
AF
41
Allworth Financial
California
$105K +$113K +4,533 New
IA
42
IFP Advisors
Florida
$49K
OCM
43
Orion Capital Management
California
$39K +$42.3K +1,690 New
CPA
44
Cardiff Park Advisors
California
$19K +$20.3K +813 New
IFS
45
Intelligent Financial Strategies
Minnesota
$19K +$21K +841 New
Citadel Advisors
46
Citadel Advisors
Florida
-$677K -24,981 Closed
Royal Bank of Canada
47
Royal Bank of Canada
Ontario, Canada
-$572K -21,092 Closed
ADL
48
Asset Dedication LLC
California
-$10K -356 Closed

DFAR Hedge Fund Activity: Q2 2022 in Review

45 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Dimensional US Real Estate ETF (DFAR) for Q2 2022, worth a combined $313M — up 4.7% from $298M a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new DFAR positions and 3 closed out — a net gain of 28 holders — while 11 added to existing stakes and 1 trimmed.

The largest buyer was Beaird Harris Wealth Management, adding an estimated $22.6M. The largest seller was Burton Enright Welch, cutting an estimated $3.15M.

  • 45 institutional investors held Dimensional US Real Estate ETF (DFAR) as of Q2 2022, up from 17 in Q1 2022.
  • Funds reported $313M of Dimensional US Real Estate ETF stock for Q2 2022, up 4.7% quarter-over-quarter.
  • 31 funds opened new Dimensional US Real Estate ETF positions in Q2 2022 and 3 closed out, a net change of +28 holders.
  • The largest Dimensional US Real Estate ETF buyer in Q2 2022 was Beaird Harris Wealth Management, an estimated $22.6M added.
  • The largest Dimensional US Real Estate ETF seller in Q2 2022 was Burton Enright Welch, an estimated $3.15M sold.

Based on aggregated 13F filings for Q2 2022.