Dimensional US Real Estate ETF
DFAR
146 hedge funds and large institutions have $471M invested in Dimensional US Real Estate ETF in 2023 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 87 increasing their positions, 30 reducing their positions, and 11 closing their positions.
190% more repeat investments, than reductions
Existing positions increased: 87 | Existing positions reduced: 30
64% more first-time investments, than exits
New positions opened: 18 | Existing positions closed: 11
4% more funds holding
Funds holding: 140 → 146 (+6)
3.78% more ownership
Funds ownership: 66.87% → 70.65% (+3.8%)
4% more capital invested
Capital invested by funds: $451M → $471M (+$19.8M)
24% less funds holding in top 10
Funds holding in top 10: 17 → 13 (-4)
Top Buyers
| 1 |
SIS
Strategic Investment Solutions
Orland Park,
Illinois
|
+$31.2M |
| 2 |
SC
Savant Capital
Rockford,
Illinois
|
+$8.57M |
| 3 |
Mercer Global Advisors
Denver,
Colorado
|
+$2.52M |
| 4 |
Mariner
Overland Park,
Kansas
|
+$2.37M |
| 5 |
FMWA
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
+$2.06M |
Top Sellers
| 1 |
ASI
Advisory Services & Investments
Bend,
Oregon
|
-$4.17M |
| 2 |
HighTower Advisors
Chicago,
Illinois
|
-$1.68M |
| 3 |
LPL Financial
San Diego,
California
|
-$1.24M |
| 4 |
W
WPWealth
Fort Worth,
Texas
|
-$1.1M |
| 5 |
FFM
Forum Financial Management
Lombard,
Illinois
|
-$1.03M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
WP
151
WealthSource Partners
San Luis Obispo,
California
| – | -$207K | -9,631 | Closed |
|
|
TWA
152
TCI Wealth Advisors
Tucson,
Arizona
| – | -$204K | -9,499 | Closed |
|
|
PW
153
Peninsula Wealth
San Francisco,
California
| – | -$202K | -9,387 | Closed |
|
|
VCM
154
Versant Capital Management
Phoenix,
Arizona
| – | -$167K | -7,778 | Closed |
|
|
ADL
155
Asset Dedication LLC
San Francisco,
California
| – | -$6.81K | -321 | -93% |
|
156
Citigroup
New York
| – | -$3.49K | -162 | Closed |
|
|
AWM
157
Aspire Wealth Management
Waltham,
Massachusetts
| – | -$3.21K | -149 | Closed |
|
DFAR Hedge Fund Activity: Q3 2023 in Review
146 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Dimensional US Real Estate ETF (DFAR) for Q3 2023, worth a combined $471M — up 4.4% from $451M a quarter earlier.
Buyers outnumbered sellers: 18 funds opened new DFAR positions and 11 closed out — a net gain of 7 holders — while 87 added to existing stakes and 30 trimmed.
The largest buyer was Strategic Investment Solutions, adding an estimated $31.2M. The largest seller was Advisory Services & Investments, exiting entirely with an estimated $4.17M sold.
- 146 institutional investors held Dimensional US Real Estate ETF (DFAR) as of Q3 2023, up from 140 in Q2 2023.
- Funds reported $471M of Dimensional US Real Estate ETF stock for Q3 2023, up 4.4% quarter-over-quarter.
- 18 funds opened new Dimensional US Real Estate ETF positions in Q3 2023 and 11 closed out, a net change of +7 holders.
- The largest Dimensional US Real Estate ETF buyer in Q3 2023 was Strategic Investment Solutions, an estimated $31.2M added.
- The largest Dimensional US Real Estate ETF seller in Q3 2023 was Advisory Services & Investments, an estimated $4.17M sold.
Based on aggregated 13F filings for Q3 2023.