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Dimensional US Real Estate ETF
DFAR

123 hedge funds and large institutions have $305M invested in Dimensional US Real Estate ETF in 2022 Q4 according to their latest regulatory filings, with 62 funds opening new positions, 51 increasing their positions, 9 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

589% more first-time investments, than exits

New positions opened: 62 | Existing positions closed: 9

467% more repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 9

175% more funds holding in top 10

Funds holding in top 10: 4 → 11 (+7)

154% more capital invested

Capital invested by funds: $120M → $305M (+$185M)

76% more funds holding

Funds holding: 70 → 123 (+53)

14.36% more ownership

Funds ownership: 56.97% → 71.34% (+14%)

Holders
123
Holders Change
+53
Holders Change %
+75.71%
% of All Funds
1.98%
Holding in Top 10
11
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+175%
% of All Funds
0.18%
New
62
Increased
51
Reduced
9
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PFO
Pathstone Family Office
New Jersey
+$24.8M
2
FFM
Forum Financial Management
Illinois
+$12.2M
3
BFEC
Benjamin F. Edwards & Company
Missouri
+$11.1M
4
Bank of New York Mellon
Bank of New York Mellon
New York
+$11.1M
5
RK
Rather & Kittrell
Tennessee
+$9.03M

Top Sellers

1
CIAS
CFS Investment Advisory Services
New Jersey
-$5.96M
2
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$2.06M
3
GTAM
Global Trust Asset Management
Florida
-$1.44M
4
AP
Adero Partners
California
-$1.42M
5
RA
RFG Advisory
Alabama
-$1.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
GCA
26
Gradient Capital Advisors
California
$2.86M +$327K +15,437 +13%
FW
27
FirstPurpose Wealth
Utah
$2.83M +$2.83M +133,589 New
BPA
28
Beacon Pointe Advisors
California
$2.37M +$973K +45,911 +70%
OFA
29
Onyx Financial Advisors
Idaho
$2.21M +$2.21M +104,326 New
DF
30
DecisionPoint Financial
Arizona
$2.06M +$2.07M +97,586 New
RWM
31
Ruedi Wealth Management
Illinois
$2.04M +$2.02M +95,126 New
GWM
32
Grand Wealth Management
Michigan
$1.89M +$1.26M +59,393 +198%
RWM
33
Rockwood Wealth Management
Pennsylvania
$1.86M +$734K +34,646 +65%
SFG
34
Steward Financial Group
Texas
$1.74M +$855K +40,366 +96%
HSG
35
Helen Stephens Group
Texas
$1.67M +$1.37M +64,807 +462%
Jane Street
36
Jane Street
New York
$1.66M -$98.5K -4,649 -6%
WDG
37
Wealth Dimensions Group
Ohio
$1.64M +$1.65M +77,641 New
PWM
38
PBMares Wealth Management
Virginia
$1.57M +$1.57M +74,196 New
SAG
39
SageView Advisory Group
California
$1.53M +$1.53M +72,351 New
SPWM
40
Straight Path Wealth Management
Michigan
$1.53M +$1.06M +50,098 +226%
DWM
41
Drive Wealth Management
Utah
$1.48M +$654K +30,882 +79%
SIS
42
Strategic Investment Solutions
Illinois
$1.45M +$1.28M +60,454 New
Osaic Holdings
43
Osaic Holdings
Arizona
$1.37M +$1.18M +55,921 +635%
AWM
44
Apollon Wealth Management
South Carolina
$1.26M +$1.26M +59,600 New
MML Investors Services
45
MML Investors Services
Massachusetts
$1.21M +$1.21M +57,298 New
DI
46
Disciplined Investments
Oklahoma
$1.18M +$527K +24,873 +81%
RFP
47
RCS Financial Planning
Maryland
$1.18M +$1.18M +55,583 New
WP
48
WealthSource Partners
California
$1.12M +$1.12M +52,994 New
GTAM
49
Global Trust Asset Management
Florida
$1.12M -$1.44M -68,012 -56%
AFS
50
Annapolis Financial Services
Maryland
$1.07M +$1.01M +47,462 +1,526%
1
2
3 4 5

DFAR Hedge Fund Activity: Q4 2022 in Review

123 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Dimensional US Real Estate ETF (DFAR) for Q4 2022, worth a combined $305M — up 154% from $120M a quarter earlier.

Buyers outnumbered sellers: 62 funds opened new DFAR positions and 9 closed out — a net gain of 53 holders — while 51 added to existing stakes and 9 trimmed.

The largest buyer was Pathstone Family Office, opening a new position worth an estimated $24.8M. The largest seller was CFS Investment Advisory Services, cutting an estimated $5.96M.

  • 123 institutional investors held Dimensional US Real Estate ETF (DFAR) as of Q4 2022, up from 70 in Q3 2022.
  • Funds reported $305M of Dimensional US Real Estate ETF stock for Q4 2022, up 154% quarter-over-quarter.
  • 62 funds opened new Dimensional US Real Estate ETF positions in Q4 2022 and 9 closed out, a net change of +53 holders.
  • The largest Dimensional US Real Estate ETF buyer in Q4 2022 was Pathstone Family Office, an estimated $24.8M added.
  • The largest Dimensional US Real Estate ETF seller in Q4 2022 was CFS Investment Advisory Services, an estimated $5.96M sold.

Based on aggregated 13F filings for Q4 2022.