We are live on ! Find out more
DFAR icon

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
OCM
101
Orion Capital Management
California
$260K +$165K +7,790 +173%
HWMT
102
Heritage Wealth Management (Texas)
Texas
$252K +$252K +11,893 New
DAS
103
Dynamic Advisor Solutions
Arizona
$224K +$225K +10,599 New
NWM
104
Northwest Wealth Management
Iowa
$214K +$215K +10,127 New
Goldman Sachs
105
Goldman Sachs
New York
$213K +$213K +10,066 New
IWC
106
Integrated Wealth Concepts
Massachusetts
$202K +$202K +9,532 New
AF
107
Allworth Financial
California
$182K +$86.4K +4,078 +90%
TWA
108
TCI Wealth Advisors
Arizona
$158K +$49.7K +2,345 +46%
Royal Bank of Canada
109
Royal Bank of Canada
Ontario, Canada
$154K +$154K +7,283 New
EWA
110
EverSource Wealth Advisors
Alabama
$148K +$25.7K +1,215 +21%
GJIA
111
Glass Jacobson Investment Advisors
Maryland
$99K +$99.2K +4,683 New
BCM
112
Blume Capital Management
California
$91.5K +$91.6K +4,325 New
BEI
113
Benjamin Edwards Inc
Missouri
$86K +$86.3K +4,074 New
Morgan Stanley
114
Morgan Stanley
New York
$44.1K +$44.2K +2,086 New
SIC
115
SJS Investment Consulting
Ohio
$32.3K +$23.1K +1,090 +249%
BHWM
116
Bay Harbor Wealth Management
Maryland
$31K +$28.6K +1,349 +1,349%
AF
117
Advisornet Financial
Minnesota
$18K +$11.7K +551 +182%
Rockefeller Capital Management
118
Rockefeller Capital Management
New York
$12K -$1.72K -81 -12%
ADL
119
Asset Dedication LLC
California
$11K +$10.7K +506 New
AWM
120
Aspire Wealth Management
Massachusetts
$8.08K +$8.09K +382 New
Bessemer Group
121
Bessemer Group
New Jersey
$8K +$8.01K +378 New
BAM
122
Belpointe Asset Management
Nevada
$1.52K +$1.53K +72 New
Dimensional Fund Advisors
123
Dimensional Fund Advisors
Texas
– -$2.06M -100,000 Closed
RA
124
RFG Advisory
Alabama
– -$1.4M -66,951 Closed
Citadel Advisors
125
Citadel Advisors
Florida
– -$437K -21,238 Closed
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.