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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
Mariner
51
Mariner
Kansas
$2.18M +$2.37M +111,896 New
SPWM
52
Straight Path Wealth Management
Michigan
$2.08M +$264K +12,444 +13%
CPIG
53
Chicago Partners Investment Group
Illinois
$2M +$794K +37,430 +53%
AWM
54
Apollon Wealth Management
South Carolina
$1.89M +$108K +5,100 +6%
Corient Private Wealth
55
Corient Private Wealth
Florida
$1.85M -$67.9K -3,202 -3%
PWM
56
PBMares Wealth Management
Virginia
$1.76M +$144K +6,795 +8%
MCA
57
Maryland Capital Advisors
Maryland
$1.73M +$289K +13,630 +18%
SWA
58
Sax Wealth Advisors
New Jersey
$1.6M +$734K +34,628 +73%
RFP
59
RCS Financial Planning
Maryland
$1.58M +$241K +11,385 +16%
DI
60
Disciplined Investments
Oklahoma
$1.57M +$47.8K +2,253 +3%
SWG
61
Summit Wealth Group
Vermont
$1.56M +$45.6K +2,148 +3%
SAG
62
SageView Advisory Group
California
$1.55M +$77K +3,632 +5%
CWM
63
CarsonAllaria Wealth Management
Illinois
$1.48M +$415K +19,568 +35%
Betterment LLC
64
Betterment LLC
New York
$1.41M +$690K +32,535 +82%
BSW
65
Buckingham Strategic Wealth
Missouri
$1.39M +$55.7K +2,627 +4%
THL
66
Tillman Hartley LLC
Colorado
$1.36M +$83.5K +3,939 +6%
MML Investors Services
67
MML Investors Services
Massachusetts
$1.35M +$104K +4,906 +8%
PFO
68
Pathstone Family Office
New Jersey
$1.25M -$89K -4,196 -4%
SFS
69
Sowell Financial Services
Arkansas
$1.14M +$109K +5,136 +10%
Envestnet Asset Management
70
Envestnet Asset Management
Illinois
$1.12M -$407K -19,181 -25%
AC
71
Applied Capital
Arkansas
$1.1M +$99.4K +4,686 +9%
API
72
Advisor Partners II
California
$1.07M -$90K -4,245 -7%
HCM
73
Hutchinson Capital Management
California
$1.06M – – –
BIG
74
Builder Investment Group
Georgia
$1.03M +$304K +14,319 +37%
PA
75
PFG Advisors
Arizona
$995K +$105K +4,973 +11%
1 2
3
4 5

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.