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Dimensional US Real Estate ETF
DFAR

140 hedge funds and large institutions have $451M invested in Dimensional US Real Estate ETF in 2023 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 88 increasing their positions, 32 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

175% more repeat investments, than reductions

Existing positions increased: 88 | Existing positions reduced: 32

33% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 9

17% more capital invested

Capital invested by funds: $385M → $451M (+$66.3M)

1% more funds holding

Funds holding: 138 → 140 (+2)

6% less funds holding in top 10

Funds holding in top 10: 18 → 17 (-1)

6.56% less ownership

Funds ownership: 73.43% → 66.87% (-6.6%)

Holders
140
Holders Change
+2
Holders Change %
+1.45%
% of All Funds
2.2%
Holding in Top 10
17
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5.56%
% of All Funds
0.27%
New
12
Increased
88
Reduced
32
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RIP
RAM Investment Partners
Washington
+$17.6M
2
BFA
Brown Financial Advisory
Alabama
+$11.5M
3
AWM
Arista Wealth Management
Nevada
+$9.51M
4
B
Bridgeworth
Alabama
+$3.2M
5
HighTower Advisors
HighTower Advisors
Illinois
+$2.74M

Top Sellers

1
SWG
Summit Wealth Group
Vermont
-$27.4M
2
FFM
Forum Financial Management
Illinois
-$7.69M
3
LGWM
Litman Gregory Wealth Management
California
-$7.56M
4
SAM
Satovsky Asset Management
New York
-$4.46M
5
Jane Street
Jane Street
New York
-$1.31M
Name Holding Trade Value Shares
Change 		Change in
Stake
HKIMG
101
Hutchens & Kramer Investment Management Group
Indiana
$367K -$10.8K -510 -3%
CIAS
102
CFS Investment Advisory Services
New Jersey
$344K -$7.57K -358 -2%
WWM
103
Wolff Wiese Magana
California
$322K -$9.43K -446 -3%
JFG
104
JMG Financial Group
Illinois
$309K – – –
USCWA
105
U.S. Capital Wealth Advisors
Texas
$300K +$14.9K +706 +5%
GA
106
Greenspring Advisors
Maryland
$299K -$265K -12,526 -47%
MWM
107
Modera Wealth Management
New Jersey
$275K -$8.04K -380 -3%
Cambridge Investment Research Advisors
108
Cambridge Investment Research Advisors
Iowa
$240K +$236K +11,155 New
FWM
109
FMB Wealth Management
California
$236K +$232K +10,951 New
BCM
110
Brookstone Capital Management
Illinois
$234K +$782 +37 +0.3%
Royal Bank of Canada
111
Royal Bank of Canada
Ontario, Canada
$219K +$59.2K +2,800 +38%
Citadel Advisors
112
Citadel Advisors
Florida
$217K -$368K -17,388 -63%
HWMT
113
Heritage Wealth Management (Texas)
Texas
$207K -$33.2K -1,570 -14%
WP
114
WealthSource Partners
California
$207K -$181K -8,564 -47%
BHWM
115
Bay Harbor Wealth Management
Maryland
$204K +$71.7K +3,391 +55%
TWA
116
TCI Wealth Advisors
Arizona
$204K +$21.3K +1,009 +12%
TIM
117
Tortoise Investment Management
New York
$203K +$199K +9,424 New
PW
118
Peninsula Wealth
California
$202K +$198K +9,387 New
VCM
119
Versant Capital Management
Arizona
$167K +$164K +7,778 New
AF
120
Allworth Financial
California
$155K -$29.3K -1,388 -16%
CPA
121
Cardiff Park Advisors
California
$153K -$255K -12,037 -63%
MFA
122
McClarren Financial Advisors
Pennsylvania
$117K +$116K +5,470 New
UB
123
UMB Bank
Missouri
$105K +$103K +4,859 New
BCM
124
Blume Capital Management
California
$93.1K – – –
JP Morgan Chase
125
JP Morgan Chase
New York
$83K -$974K -46,045 -92%
2 3 4
5
6

DFAR Hedge Fund Activity: Q2 2023 in Review

140 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Dimensional US Real Estate ETF (DFAR) for Q2 2023, worth a combined $451M — up 17% from $385M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new DFAR positions and 9 closed out — a net gain of 3 holders — while 88 added to existing stakes and 32 trimmed.

The largest buyer was RAM Investment Partners, adding an estimated $17.6M. The largest seller was Summit Wealth Group, cutting an estimated $27.4M.

  • 140 institutional investors held Dimensional US Real Estate ETF (DFAR) as of Q2 2023, up from 138 in Q1 2023.
  • Funds reported $451M of Dimensional US Real Estate ETF stock for Q2 2023, up 17% quarter-over-quarter.
  • 12 funds opened new Dimensional US Real Estate ETF positions in Q2 2023 and 9 closed out, a net change of +3 holders.
  • The largest Dimensional US Real Estate ETF buyer in Q2 2023 was RAM Investment Partners, an estimated $17.6M added.
  • The largest Dimensional US Real Estate ETF seller in Q2 2023 was Summit Wealth Group, an estimated $27.4M sold.

Based on aggregated 13F filings for Q2 2023.