DFA Real Estate Securities Portfolio ETF Class Shares
DFAR
45 hedge funds and large institutions have $313M invested in DFA Real Estate Securities Portfolio ETF Class Shares in 2022 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 11 increasing their positions, 1 reducing their positions, and 3 closing their positions.
1,422% more capital inflows, than outflows
Capital inflows: $67.2M | Capital outflows: $4.41M
1,000% more repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 1
933% more first-time investments, than exits
New positions opened: 31 | Existing positions closed: 3
165% more funds holding
Funds holding: 17 → 45 (+28)
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
12.44% more ownership
Funds ownership: 5.49% → 17.93% (+12%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Beaird Harris Wealth Management
Dallas,
Texas
|
+$22.6M |
| 2 |
HighTower Advisors
Chicago,
Illinois
|
+$12.8M |
| 3 |
ASI
Advisory Services & Investments
Bend,
Oregon
|
+$5.77M |
| 4 |
GTAM
Global Trust Asset Management
West Palm Beach,
Florida
|
+$2.63M |
| 5 |
RRC
Relaxing Retirement Coach
Wellesley,
Massachusetts
|
+$2.19M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Burton Enright Welch
Walnut Creek,
California
|
-$3.15M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$677K |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$572K |
| 4 |
Asset Dedication LLC
San Francisco,
California
|
-$10K |
DFAR Hedge Fund Activity: Q2 2022 in Review
45 of the 5,962 institutional investors tracked by Wall St. Rank reported a position in DFA Real Estate Securities Portfolio ETF Class Shares (DFAR) for Q2 2022, worth a combined $313M — up 4.7% from $298M a quarter earlier.
Buyers outnumbered sellers: 31 funds opened new DFAR positions and 3 closed out — a net gain of 28 holders — while 11 added to existing stakes and 1 trimmed.
The largest buyer was Beaird Harris Wealth Management, adding an estimated $22.6M. The largest seller was Burton Enright Welch, cutting an estimated $3.15M.
- 45 institutional investors held DFA Real Estate Securities Portfolio ETF Class Shares (DFAR) as of Q2 2022, up from 17 in Q1 2022.
- Funds reported $313M of DFA Real Estate Securities Portfolio ETF Class Shares stock for Q2 2022, up 4.7% quarter-over-quarter.
- 31 funds opened new DFA Real Estate Securities Portfolio ETF Class Shares positions in Q2 2022 and 3 closed out, a net change of +28 holders.
- The largest DFA Real Estate Securities Portfolio ETF Class Shares buyer in Q2 2022 was Beaird Harris Wealth Management, an estimated $22.6M added.
- The largest DFA Real Estate Securities Portfolio ETF Class Shares seller in Q2 2022 was Burton Enright Welch, an estimated $3.15M sold.
Based on aggregated 13F filings for Q2 2022.