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Dimensional US Real Estate ETF
DFAR

70 hedge funds and large institutions have $120M invested in Dimensional US Real Estate ETF in 2022 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 35 increasing their positions, 4 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,250% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 2

775% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 4

56% more funds holding

Funds holding: 45 → 70 (+25)

33% more funds holding in top 10

Funds holding in top 10: 3 → 4 (+1)

4.94% less ownership

Funds ownership: 61.91% → 56.97% (-4.9%)

62% less capital invested

Capital invested by funds: $313M → $120M (-$192M)

Holders
70
Holders Change
+25
Holders Change %
+55.56%
% of All Funds
1.21%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.07%
New
27
Increased
35
Reduced
4
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BHWM
Beaird Harris Wealth Management
Texas
+$8.3M
2
CIAS
CFS Investment Advisory Services
New Jersey
+$7.02M
3
FFM
Forum Financial Management
Illinois
+$6.04M
4
AP
Adero Partners
California
+$4.32M
5
BEW
Burton Enright Welch
California
+$3.13M

Top Sellers

Rank Fund Capital Flow
1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$778K
2
RIM
Rockbridge Investment Management
New York
-$139K
3
Rockefeller Capital Management
Rockefeller Capital Management
New York
-$102K
4
BA
Bridgewater Advisors
New York
-$54.8K
5
WWM
Wolff Wiese Magana
California
-$10.7K
Name Holding Trade Value Shares
Change 		Change in
Stake
SFG
26
Steward Financial Group
Texas
$864K +$998K +42,062 New
DWM
27
Drive Wealth Management
Utah
$804K +$516K +21,750 +125%
MCA
28
Maryland Capital Advisors
Maryland
$764K +$447K +18,851 +103%
AWM
29
AE Wealth Management
Kansas
$714K +$168K +7,065 +26%
CWM
30
CarsonAllaria Wealth Management
Illinois
$710K +$415K +17,506 +103%
MW
31
MBL Wealth
North Carolina
$656K +$757K +31,915 New
BA
32
Bridgewater Advisors
New York
$649K -$54.8K -2,310 -7%
DI
33
Disciplined Investments
Oklahoma
$632K +$476K +20,041 +187%
GWM
34
Grand Wealth Management
Michigan
$618K +$285K +12,005 +67%
AIS
35
American Investment Services
Massachusetts
$564K +$651K +27,435 New
AC
36
Applied Capital
Arkansas
$516K +$173K +7,283 +41%
FWP
37
Firethorn Wealth Partners
Georgia
$493K +$112K +4,727 +25%
ALWM
38
Andrews Lucia Wealth Management
California
$488K +$564K +23,764 New
FOA
39
Five Oceans Advisors
California
$456K +$121K +5,085 +30%
SPWM
40
Straight Path Wealth Management
Michigan
$455K +$230K +9,694 +78%
Citadel Advisors
41
Citadel Advisors
Florida
$437K +$504K +21,238 New
MCM
42
Morton Capital Management
California
$418K +$482K +20,313 New
SFS
43
Sowell Financial Services
Arkansas
$416K +$480K +20,212 New
EAM
44
Evanson Asset Management
California
$414K – – –
EGWAG
45
Elwood & Goetz Wealth Advisory Group
Georgia
$357K +$57.1K +2,408 +16%
RCG
46
Resource Consulting Group
Florida
$299K -$6.17K -260 -2%
CIAS
47
CFS Investment Advisory Services
New Jersey
$296K +$7.02M +295,802 New
HSG
48
Helen Stephens Group
Texas
$288K +$333K +14,019 New
WWM
49
Wolff Wiese Magana
California
$271K -$10.7K -450 -3%
CPIG
50
Chicago Partners Investment Group
Illinois
$256K +$30.1K +1,269 +12%
1
2
3

DFAR Hedge Fund Activity: Q3 2022 in Review

70 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Dimensional US Real Estate ETF (DFAR) for Q3 2022, worth a combined $120M — down 62% from $313M a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new DFAR positions and 2 closed out — a net gain of 25 holders — while 35 added to existing stakes and 4 trimmed.

The largest buyer was Beaird Harris Wealth Management, adding an estimated $8.3M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $778K sold.

  • 70 institutional investors held Dimensional US Real Estate ETF (DFAR) as of Q3 2022, up from 45 in Q2 2022.
  • Funds reported $120M of Dimensional US Real Estate ETF stock for Q3 2022, down 62% quarter-over-quarter.
  • 27 funds opened new Dimensional US Real Estate ETF positions in Q3 2022 and 2 closed out, a net change of +25 holders.
  • The largest Dimensional US Real Estate ETF buyer in Q3 2022 was Beaird Harris Wealth Management, an estimated $8.3M added.
  • The largest Dimensional US Real Estate ETF seller in Q3 2022 was Susquehanna International Group, an estimated $778K sold.

Based on aggregated 13F filings for Q3 2022.