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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
Carson Wealth (CWM LLC)
126
Carson Wealth (CWM LLC)
Nebraska
$67K +$61.2K +2,893 +1,191%
BTI
127
Blue Trust Inc
Georgia
$54K +$53.4K +2,525 New
SIC
128
SJS Investment Consulting
Ohio
$37K +$2.31K +109 +7%
Morgan Stanley
129
Morgan Stanley
New York
$25.4K +$10.5K +496 +73%
AF
130
Advisornet Financial
Minnesota
$21.3K +$21 +1 +0.1%
FFA
131
Farther Finance Advisors
California
$14.6K -$41K -1,938 -74%
EWA
132
EverSource Wealth Advisors
Alabama
$9.94K -$7K -331 -42%
ADL
133
Asset Dedication LLC
California
$7K -$3.38K -160 -32%
ME
134
McIlrath & Eck
Washington
$4.63K – – –
WP
135
WealthShield Partners
North Carolina
$4.39K – – –
OLVIG
136
Oliver Lagore Vanvalin Investment Group
Michigan
$4.2K +$254 +12 +7%
Citigroup
137
Citigroup
New York
$3.49K +$3.42K +162 New
AWM
138
Aspire Wealth Management
Massachusetts
$3.21K – – –
BEI
139
Benjamin Edwards Inc
Missouri
$1K – – –
TRCT
140
Tower Research Capital (TRC)
New York
$129 – – –
LGWM
141
Litman Gregory Wealth Management
California
– -$7.56M -351,695 Closed
FTUS
142
Flow Traders U.S.
New York
– -$798K -37,132 Closed
OCM
143
Orion Capital Management
California
– -$350K -16,278 Closed
Bank of America
144
Bank of America
North Carolina
– -$107K -5,000 Closed
Qube Research & Technologies (QRT)
145
Qube Research & Technologies (QRT)
United Kingdom
– -$40.8K -1,900 Closed
BFEC
146
Benjamin F. Edwards & Company
Missouri
– -$16K -726 Closed
Northwestern Mutual Wealth Management
147
Northwestern Mutual Wealth Management
Wisconsin
– -$2.86K -133 Closed
BAM
148
Belpointe Asset Management
Nevada
– -$1.55K -72 Closed
Fidelity Investments
149
Fidelity Investments
Massachusetts
– -$43 -2 Closed
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.