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Dimensional US Real Estate ETF
DFAR

146 hedge funds and large institutions have $471M invested in Dimensional US Real Estate ETF in 2023 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 87 increasing their positions, 30 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

190% more repeat investments, than reductions

Existing positions increased: 87 | Existing positions reduced: 30

64% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 11

4% more funds holding

Funds holding: 140 → 146 (+6)

3.78% more ownership

Funds ownership: 66.87% → 70.65% (+3.8%)

4% more capital invested

Capital invested by funds: $451M → $471M (+$19.8M)

24% less funds holding in top 10

Funds holding in top 10: 17 → 13 (-4)

Holders
146
Holders Change
+6
Holders Change %
+4.29%
% of All Funds
2.32%
Holding in Top 10
13
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-23.53%
% of All Funds
0.21%
New
18
Increased
87
Reduced
30
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SIS
Strategic Investment Solutions
Illinois
+$31.2M
2
SC
Savant Capital
Illinois
+$8.57M
3
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$2.52M
4
Mariner
Mariner
Kansas
+$2.37M
5
FMWA
Forvis Mazars Wealth Advisors
Missouri
+$2.06M

Top Sellers

1
ASI
Advisory Services & Investments
Oregon
-$4.17M
2
HighTower Advisors
HighTower Advisors
Illinois
-$1.68M
3
LPL Financial
LPL Financial
California
-$1.24M
4
W
WPWealth
Texas
-$1.1M
5
FFM
Forum Financial Management
Illinois
-$1.03M
Name Holding Trade Value Shares
Change 		Change in
Stake
WCWM
26
Willow Creek Wealth Management
California
$4.89M +$234K +11,029 +5%
BPA
27
Beacon Pointe Advisors
California
$4.74M +$906K +42,707 +21%
FW
28
FirstPurpose Wealth
Utah
$4.64M +$499K +23,541 +11%
SIG
29
Spinnaker Investment Group
California
$4.32M +$118K +5,580 +3%
SFA
30
Sequoia Financial Advisors
Ohio
$4.12M +$499K +23,534 +13%
JC
31
Jentner Corp
Ohio
$3.86M +$912K +43,003 +28%
SFG
32
Steward Financial Group
Texas
$3.8M +$906K +42,729 +28%
AP
33
Adero Partners
California
$3.64M -$314K -14,795 -7%
OFA
34
Onyx Financial Advisors
Idaho
$3.29M +$600K +28,274 +20%
WDG
35
Wealth Dimensions Group
Ohio
$3.28M +$958K +45,158 +37%
NA
36
NewEdge Advisors
Louisiana
$3.24M +$104K +4,888 +3%
DAS
37
Dynamic Advisor Solutions
Arizona
$3.16M +$1.64M +77,341 +92%
GCA
38
Gradient Capital Advisors
California
$3.09M +$233K +10,971 +7%
RCG
39
Resource Consulting Group
Florida
$2.9M +$211K +9,958 +7%
HSG
40
Helen Stephens Group
Texas
$2.9M +$347K +16,357 +12%
LPL Financial
41
LPL Financial
California
$2.88M -$1.24M -58,253 -28%
RWM
42
Ruedi Wealth Management
Illinois
$2.88M +$522K +24,627 +20%
SAM
43
Satovsky Asset Management
New York
$2.6M -$161K -7,607 -5%
AFS
44
Annapolis Financial Services
Maryland
$2.44M +$372K +17,524 +16%
DF
45
DecisionPoint Financial
Arizona
$2.36M -$18.2K -856 -0.7%
RWM
46
Rockwood Wealth Management
Pennsylvania
$2.33M +$153K +7,192 +6%
Mercer Global Advisors
47
Mercer Global Advisors
Colorado
$2.32M +$2.52M +118,698 New
GWM
48
Grand Wealth Management
Michigan
$2.3M +$142K +6,695 +6%
W
49
WPWealth
Texas
$2.3M -$1.1M -52,062 -31%
EAM
50
Evanson Asset Management
California
$2.24M +$630K +29,687 +35%
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DFAR Hedge Fund Activity: Q3 2023 in Review

146 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Dimensional US Real Estate ETF (DFAR) for Q3 2023, worth a combined $471M — up 4.4% from $451M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new DFAR positions and 11 closed out — a net gain of 7 holders — while 87 added to existing stakes and 30 trimmed.

The largest buyer was Strategic Investment Solutions, adding an estimated $31.2M. The largest seller was Advisory Services & Investments, exiting entirely with an estimated $4.17M sold.

  • 146 institutional investors held Dimensional US Real Estate ETF (DFAR) as of Q3 2023, up from 140 in Q2 2023.
  • Funds reported $471M of Dimensional US Real Estate ETF stock for Q3 2023, up 4.4% quarter-over-quarter.
  • 18 funds opened new Dimensional US Real Estate ETF positions in Q3 2023 and 11 closed out, a net change of +7 holders.
  • The largest Dimensional US Real Estate ETF buyer in Q3 2023 was Strategic Investment Solutions, an estimated $31.2M added.
  • The largest Dimensional US Real Estate ETF seller in Q3 2023 was Advisory Services & Investments, an estimated $4.17M sold.

Based on aggregated 13F filings for Q3 2023.