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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
MFT
51
Moisand Fitzgerald Tamayo
Florida
$1.07M +$1.07M +50,511 New
AWM
52
Arista Wealth Management
Nevada
$1.03M +$1.03M +48,787 New
CWM
53
CarsonAllaria Wealth Management
Illinois
$1.01M +$276K +13,018 +38%
AWM
54
AE Wealth Management
Kansas
$1M +$270K +12,739 +37%
RCG
55
Resource Consulting Group
Florida
$1M +$693K +32,723 +225%
JP Morgan Chase
56
JP Morgan Chase
New York
$965K +$961K +45,375 +20,257%
Envestnet Asset Management
57
Envestnet Asset Management
Illinois
$949K +$951K +44,865 New
SFS
58
Sowell Financial Services
Arkansas
$928K +$501K +23,659 +117%
BSW
59
Buckingham Strategic Wealth
Missouri
$917K +$918K +43,338 New
EGWAG
60
Elwood & Goetz Wealth Advisory Group
Georgia
$911K +$545K +25,726 +148%
THL
61
Tillman Hartley LLC
Colorado
$902K +$904K +42,650 New
AA
62
Advisory Alpha
Michigan
$895K -$17.8K -842 -2%
MCA
63
Maryland Capital Advisors
Maryland
$886K +$100K +4,732 +13%
Corient Private Wealth
64
Corient Private Wealth
Florida
$881K +$883K +41,672 New
API
65
Advisor Partners II
California
$856K +$857K +40,456 New
AC
66
Applied Capital
Arkansas
$819K +$288K +13,587 +54%
AIS
67
American Investment Services
Massachusetts
$814K +$234K +11,060 +40%
DFC
68
DBK Financial Counsel
Ohio
$771K +$772K +36,455 New
JC
69
Jentner Corp
Ohio
$768K +$769K +36,310 New
EAM
70
Evanson Asset Management
California
$739K +$314K +14,822 +74%
HCM
71
Hutchinson Capital Management
California
$735K -$398K -18,805 -35%
FOA
72
Five Oceans Advisors
California
$727K +$259K +12,205 +55%
FWP
73
Firethorn Wealth Partners
Georgia
$691K +$185K +8,725 +36%
SHFA
74
SC&H Financial Advisors
Maryland
$655K +$656K +30,976 New
CCA
75
Cravens & Co Advisors
Tennessee
$566K +$567K +26,767 New
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.