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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
EWA
51
Exencial Wealth Advisors
Oklahoma
$243K +$281K +11,843 New
FPCG
52
Forum Private Client Group
Indiana
$221K +$255K +10,743 New
MWM
53
Mission Wealth Management
California
$210K +$243K +10,230 New
Osaic Holdings
54
Osaic Holdings
Arizona
$181K +$209K +8,805 New
EWA
55
EverSource Wealth Advisors
Alabama
$119K +$137K +5,790 New
TWA
56
TCI Wealth Advisors
Arizona
$105K +$121K +5,111 New
AF
57
Allworth Financial
California
$93K – – –
OCM
58
Orion Capital Management
California
$93K +$66.8K +2,814 +167%
AFS
59
Annapolis Financial Services
Maryland
$64K +$73.8K +3,111 New
IA
60
IFP Advisors
Florida
$49K – – –
CPA
61
Cardiff Park Advisors
California
$17K +$71 +3 +0.4%
IFS
62
Intelligent Financial Strategies
Minnesota
$17K +$71 +3 +0.4%
UBS Group
63
UBS Group
Switzerland
$15K +$17K +718 New
Rockefeller Capital Management
64
Rockefeller Capital Management
New York
$13K -$102K -4,289 -87%
SIC
65
SJS Investment Consulting
Ohio
$9K +$10.4K +438 New
AF
66
Advisornet Financial
Minnesota
$6K +$7.17K +302 New
JP Morgan Chase
67
JP Morgan Chase
New York
$5K +$5.32K +224 New
Simplex Trading
68
Simplex Trading
Illinois
$3K +$4.22K +178 New
BHWM
69
Bay Harbor Wealth Management
Maryland
$2K +$2.37K +100 New
Susquehanna International Group
70
Susquehanna International Group
Pennsylvania
– -$778K -33,646 Closed
RIM
71
Rockbridge Investment Management
New York
– -$139K -6,024 Closed
TRCT
72
Tower Research Capital (TRC)
New York
– +$142 +6 New
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.