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.
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%)
Top Buyers
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
EWA
126
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
| – | -$243K | -11,843 | Closed |
|
|
MWM
127
Mission Wealth Management
Santa Barbara,
California
| – | -$210K | -10,230 | Closed |
|
|
IA
128
IFP Advisors
Tampa,
Florida
| – | -$49K | -1,963 | Closed |
|
|
IFS
129
Intelligent Financial Strategies
Excelsior,
Minnesota
| – | -$17K | -844 | Closed |
|
130
UBS Group
Zurich,
Switzerland
| – | -$15K | -718 | Closed |
|
131
Simplex Trading
Chicago,
Illinois
| – | -$3K | -178 | Closed |
|
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.