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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
LWAC
76
Laurel Wealth Advisors (California)
California
$562K +$563K +26,562 New
SFP
77
Sterling Financial Planning
New Jersey
$561K +$562K +26,531 New
ALWM
78
Andrews Lucia Wealth Management
California
$558K +$55K +2,596 +11%
BIG
79
Builder Investment Group
Georgia
$517K +$518K +24,436 New
CA
80
CGN Advisors
Kansas
$507K +$508K +23,993 New
KAS
81
Kestra Advisory Services
Texas
$447K +$448K +21,144 New
MCM
82
Morton Capital Management
California
$440K +$10.6K +502 +2%
NA
83
NewEdge Advisors
Louisiana
$434K +$434K +20,505 New
BA
84
Bridge Advisory
California
$427K +$427K +20,171 New
MWM
85
Meritas Wealth Management
California
$423K +$424K +19,992 New
MW
86
MBL Wealth
North Carolina
$407K -$269K -12,685 -40%
CPA
87
Cardiff Park Advisors
California
$405K +$389K +18,342 +2,248%
TFA
88
Triad Financial Advisors
North Carolina
$380K +$381K +17,971 New
BCM
89
Brookstone Capital Management
Illinois
$367K +$361K +17,032 New
Betterment LLC
90
Betterment LLC
New York
$366K +$367K +17,328 New
FPCG
91
Forum Private Client Group
Indiana
$365K +$138K +6,512 +61%
WWM
92
Wolff Wiese Magana
California
$346K +$67.3K +3,178 +24%
VF
93
Vawter Financial
Ohio
$326K +$326K +15,394 New
CIAS
94
CFS Investment Advisory Services
New Jersey
$303K -$5.96M -281,479 -95%
CPIG
95
Chicago Partners Investment Group
Illinois
$297K +$10.3K +487 +4%
MWM
96
Modera Wealth Management
New Jersey
$289K +$290K +13,672 New
AWM
97
Align Wealth Management
Oklahoma
$289K +$298K +14,049 New
BCM
98
Brainard Capital Management
Texas
$279K +$279K +13,190 New
PWIA
99
Porter White Investment Advisors
Alabama
$274K +$274K +12,941 New
USCWA
100
U.S. Capital Wealth Advisors
Texas
$265K +$265K +12,520 New
2 3
4
5 6

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.