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Dimensional US Real Estate ETF
DFAR

186 hedge funds and large institutions have $608M invested in Dimensional US Real Estate ETF in 2023 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 84 increasing their positions, 38 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

430% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 10

121% more repeat investments, than reductions

Existing positions increased: 84 | Existing positions reduced: 38

62% more funds holding in top 10

Funds holding in top 10: 13 → 21 (+8)

29% more capital invested

Capital invested by funds: $471M → $608M (+$137M)

27% more funds holding

Funds holding: 146 → 186 (+40)

0.85% less ownership

Funds ownership: 70.65% → 69.81% (-0.85%)

Holders
186
Holders Change
+40
Holders Change %
+27.4%
% of All Funds
2.71%
Holding in Top 10
21
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+61.54%
% of All Funds
0.31%
New
53
Increased
84
Reduced
38
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HighTower Advisors
HighTower Advisors
Illinois
+$8.55M
2
CPW
Crestmont Private Wealth
Texas
+$8M
3
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$3.61M
4
WCWM
Willow Creek Wealth Management
California
+$3.52M
5
RJFSA
Raymond James Financial Services Advisors
Florida
+$3.03M

Top Sellers

1
SIS
Strategic Investment Solutions
Illinois
-$29.4M
2
AWM
Arista Wealth Management
Nevada
-$6.52M
3
SIG
Spinnaker Investment Group
California
-$4.35M
4
CCM
Carlson Capital Management
Minnesota
-$3.65M
5
SC
Savant Capital
Illinois
-$2.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
SFC
126
Sprinkle Financial Consultants
Colorado
$431K +$389K +18,965 New
MCM
127
Morton Capital Management
California
$401K -$12.6K -616 -3%
DW
128
Dodds Wealth
Colorado
$393K +$354K +17,264 New
BA
129
Bridge Advisory
California
$390K -$28.7K -1,401 -8%
Wealth Enhancement Advisory Services
130
Wealth Enhancement Advisory Services
Minnesota
$371K +$72.9K +3,559 +28%
SHFA
131
SC&H Financial Advisors
Maryland
$360K -$312K -15,209 -49%
CIAS
132
CFS Investment Advisory Services
New Jersey
$350K -$12.8K -623 -4%
LWM
133
Lakeridge Wealth Management
Ohio
$348K +$313K +15,290 New
USCWA
134
U.S. Capital Wealth Advisors
Texas
$341K +$22.2K +1,082 +8%
NSG
135
Nalls Sherbakoff Group
Tennessee
$336K +$303K +14,797 New
HKIMG
136
Hutchens & Kramer Investment Management Group
Indiana
$316K -$55.6K -2,715 -16%
GA
137
Greenspring Advisors
Maryland
$316K – – –
DFC
138
DBK Financial Counsel
Ohio
$311K -$757K -36,965 -73%
MWM
139
Mission Wealth Management
California
$298K +$268K +13,094 New
TC
140
TAGStone Capital
North Carolina
$292K +$263K +12,853 New
EWA
141
Exencial Wealth Advisors
Oklahoma
$283K +$255K +12,466 New
YWM
142
Yoder Wealth Management
California
$280K +$252K +12,315 New
MWM
143
Modera Wealth Management
New Jersey
$279K +$184 +9 +0.1%
TWA
144
TCI Wealth Advisors
Arizona
$267K +$241K +11,752 New
SS
145
Simplicity Solutions
Minnesota
$262K +$236K +11,529 New
EWA
146
Elevate Wealth Advisory
Georgia
$261K +$235K +11,466 New
TIM
147
Tortoise Investment Management
New York
$258K +$34.2K +1,670 +17%
PAG
148
Private Advisor Group
New Jersey
$246K +$222K +10,827 New
BCM
149
Brookstone Capital Management
Illinois
$246K -$2.09K -102 -0.9%
EP
150
Essential Planning
New Hampshire
$238K +$215K +10,475 New
4 5
6
7 8

DFAR Hedge Fund Activity: Q4 2023 in Review

186 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Dimensional US Real Estate ETF (DFAR) for Q4 2023, worth a combined $608M — up 29% from $471M a quarter earlier.

Buyers outnumbered sellers: 53 funds opened new DFAR positions and 10 closed out — a net gain of 43 holders — while 84 added to existing stakes and 38 trimmed.

The largest buyer was HighTower Advisors, adding an estimated $8.55M. The largest seller was Strategic Investment Solutions, cutting an estimated $29.4M.

  • 186 institutional investors held Dimensional US Real Estate ETF (DFAR) as of Q4 2023, up from 146 in Q3 2023.
  • Funds reported $608M of Dimensional US Real Estate ETF stock for Q4 2023, up 29% quarter-over-quarter.
  • 53 funds opened new Dimensional US Real Estate ETF positions in Q4 2023 and 10 closed out, a net change of +43 holders.
  • The largest Dimensional US Real Estate ETF buyer in Q4 2023 was HighTower Advisors, an estimated $8.55M added.
  • The largest Dimensional US Real Estate ETF seller in Q4 2023 was Strategic Investment Solutions, an estimated $29.4M sold.

Based on aggregated 13F filings for Q4 2023.