Dimensional US Real Estate ETF
DFAR
138 hedge funds and large institutions have $385M invested in Dimensional US Real Estate ETF in 2023 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 82 increasing their positions, 24 reducing their positions, and 7 closing their positions.
257% more first-time investments, than exits
New positions opened: 25 | Existing positions closed: 7
242% more repeat investments, than reductions
Existing positions increased: 82 | Existing positions reduced: 24
64% more funds holding in top 10
Funds holding in top 10: 11 → 18 (+7)
26% more capital invested
Capital invested by funds: $305M → $385M (+$79.9M)
12% more funds holding
Funds holding: 123 → 138 (+15)
2.09% more ownership
Funds ownership: 71.34% → 73.43% (+2.1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EGWAG
Elwood & Goetz Wealth Advisory Group
Athens,
Georgia
|
+$30.3M |
| 2 |
SWG
Summit Wealth Group
White River Junction,
Vermont
|
+$30.2M |
| 3 |
B
Bridgeworth
Birmingham,
Alabama
|
+$14.2M |
| 4 |
IWC
Integrated Wealth Concepts
Waltham,
Massachusetts
|
+$10.2M |
| 5 |
LGWM
Litman Gregory Wealth Management
Larkspur,
California
|
+$7.73M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PFO
Pathstone Family Office
Englewood,
New Jersey
|
-$24M |
| 2 |
BFEC
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
-$11.5M |
| 3 |
Bank of New York Mellon
New York
|
-$11.1M |
| 4 |
W
WPWealth
Fort Worth,
Texas
|
-$1.85M |
| 5 |
BEW
Burton Enright Welch
Walnut Creek,
California
|
-$992K |
DFAR Hedge Fund Activity: Q1 2023 in Review
138 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Dimensional US Real Estate ETF (DFAR) for Q1 2023, worth a combined $385M — up 26% from $305M a quarter earlier.
Buyers outnumbered sellers: 25 funds opened new DFAR positions and 7 closed out — a net gain of 18 holders — while 82 added to existing stakes and 24 trimmed.
The largest buyer was Elwood & Goetz Wealth Advisory Group, adding an estimated $30.3M. The largest seller was Pathstone Family Office, cutting an estimated $24M.
- 138 institutional investors held Dimensional US Real Estate ETF (DFAR) as of Q1 2023, up from 123 in Q4 2022.
- Funds reported $385M of Dimensional US Real Estate ETF stock for Q1 2023, up 26% quarter-over-quarter.
- 25 funds opened new Dimensional US Real Estate ETF positions in Q1 2023 and 7 closed out, a net change of +18 holders.
- The largest Dimensional US Real Estate ETF buyer in Q1 2023 was Elwood & Goetz Wealth Advisory Group, an estimated $30.3M added.
- The largest Dimensional US Real Estate ETF seller in Q1 2023 was Pathstone Family Office, an estimated $24M sold.
Based on aggregated 13F filings for Q1 2023.