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Dimensional US Real Estate ETF
DFAR

17 hedge funds and large institutions have $298M invested in Dimensional US Real Estate ETF in 2022 Q1 according to their latest regulatory filings, with 17 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

59.93% more ownership

Funds ownership: 0% → 59.93% (+60%)

Holders
17
Holders Change
+17
Holders Change %
–
% of All Funds
0.27%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.03%
New
17
Increased
–
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BEW
Burton Enright Welch
California
+$14M
2
APC
Asset Planning Corporation
Tennessee
+$4.85M
3
SIG
Spinnaker Investment Group
California
+$3.66M
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$2.6M
5
Citadel Advisors
Citadel Advisors
Florida
+$650K

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
Dimensional Fund Advisors
1
Dimensional Fund Advisors
Texas
$271M +$2.6M +100,000 New
BEW
2
Burton Enright Welch
California
$14.6M +$14M +538,161 New
APC
3
Asset Planning Corporation
Tennessee
$5.05M +$4.85M +186,279 New
SIG
4
Spinnaker Investment Group
California
$3.88M +$3.66M +140,552 New
Citadel Advisors
5
Citadel Advisors
Florida
$677K +$650K +24,981 New
BHWM
6
Beaird Harris Wealth Management
Texas
$656K +$630K +24,202 New
GCA
7
Gradient Capital Advisors
California
$621K +$597K +22,921 New
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$572K +$549K +21,092 New
FWP
9
Firethorn Wealth Partners
Georgia
$323K +$310K +11,909 New
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$267K +$257K +9,867 New
EAM
11
Evanson Asset Management
California
$259K +$249K +9,568 New
CPIG
12
Chicago Partners Investment Group
Illinois
$255K +$281K +10,778 New
MCA
13
Maryland Capital Advisors
Maryland
$87K +$83.7K +3,215 New
GWM
14
Grand Wealth Management
Michigan
$64K +$61.2K +2,352 New
IA
15
IFP Advisors
Florida
$49K +$51.1K +1,963 New
CWM
16
CarsonAllaria Wealth Management
Illinois
$12K +$11.2K +429 New
ADL
17
Asset Dedication LLC
California
$10K +$9.27K +356 New

DFAR Hedge Fund Activity: Q1 2022 in Review

17 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Dimensional US Real Estate ETF (DFAR) for Q1 2022, worth a combined $298M.

Buyers outnumbered sellers: 17 funds opened new DFAR positions and 0 closed out — a net gain of 17 holders — while 0 added to existing stakes and 0 trimmed.

The largest buyer was Burton Enright Welch, opening a new position worth an estimated $14M.

  • 17 institutional investors held Dimensional US Real Estate ETF (DFAR) as of Q1 2022, up from 0 in Q4 2021.
  • Funds reported $298M of Dimensional US Real Estate ETF stock for Q1 2022.
  • 17 funds opened new Dimensional US Real Estate ETF positions in Q1 2022 and 0 closed out, a net change of +17 holders.
  • The largest Dimensional US Real Estate ETF buyer in Q1 2022 was Burton Enright Welch, an estimated $14M added.

Based on aggregated 13F filings for Q1 2022.