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Dimensional US Real Estate ETF

45 hedge funds and large institutions have $313M invested in Dimensional US Real Estate ETF 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.

New
Increased
Maintained
Reduced
Closed

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: 1745 (+28)

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

1.99% more ownership

Funds ownership: 59.93%61.91% (+2%)

5% more capital invested

Capital invested by funds: $298M → $313M (+$14.1M)

Holders
45
Holders Change
+28
Holders Change %
+164.71%
% of All Funds
0.76%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
31
Increased
11
Reduced
1
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Dimensional Fund Advisors
1
Dimensional Fund Advisors
Texas
$231M
BHWM
2
Beaird Harris Wealth Management
Texas
$21.5M +$22.6M +904,231 +3,736%
HighTower Advisors
3
HighTower Advisors
Illinois
$11.8M +$12.8M +512,700 New
BEW
4
Burton Enright Welch
California
$9.52M -$3.15M -126,071 -23%
ASI
5
Advisory Services & Investments
Oregon
$5.33M +$5.77M +230,817 New
APC
6
Asset Planning Corporation
Tennessee
$4.57M +$291K +11,644 +6%
SIG
7
Spinnaker Investment Group
California
$3.63M +$418K +16,699 +12%
GTAM
8
Global Trust Asset Management
Florida
$2.43M +$2.63M +105,331 New
RRC
9
Relaxing Retirement Coach
Massachusetts
$2.02M +$2.19M +87,535 New
Jane Street
10
Jane Street
New York
$1.85M +$2M +80,025 New
GCA
11
Gradient Capital Advisors
California
$1.82M +$1.4M +55,883 +244%
FMWA
12
Forvis Mazars Wealth Advisors
Missouri
$1.81M +$1.96M +78,508 New
FFM
13
Forum Financial Management
Illinois
$1.3M +$1.4M +56,104 New
WCWM
14
Willow Creek Wealth Management
California
$1.21M +$1.31M +52,185 New
AP
15
Adero Partners
California
$1.09M +$1.19M +47,377 New
BA
16
Bridgewater Advisors
New York
$783K +$847K +33,861 New
Susquehanna International Group
17
Susquehanna International Group
Pennsylvania
$778K +$842K +33,646 New
PFM
18
Phillips Financial Management
Indiana
$771K +$835K +33,372 New
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$768K +$585K +23,385 +237%
HCM
20
Hutchinson Capital Management
California
$688K +$745K +29,768 New
AWM
21
AE Wealth Management
Kansas
$639K +$692K +27,671 New
RK
22
Rather & Kittrell
Tennessee
$562K +$609K +24,340 New
BPA
23
Beacon Pointe Advisors
California
$523K +$566K +22,614 New
FWP
24
Firethorn Wealth Partners
Georgia
$479K +$183K +7,329 +62%
EAM
25
Evanson Asset Management
California
$465K +$264K +10,565 +110%

DFAR Hedge Fund Activity: Q2 2022 in Review

45 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Dimensional US Real Estate ETF (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 Dimensional US Real Estate ETF (DFAR) as of Q2 2022, up from 17 in Q1 2022.
  • Funds reported $313M of Dimensional US Real Estate ETF stock for Q2 2022, up 4.7% quarter-over-quarter.
  • 31 funds opened new Dimensional US Real Estate ETF positions in Q2 2022 and 3 closed out, a net change of +28 holders.
  • The largest Dimensional US Real Estate ETF buyer in Q2 2022 was Beaird Harris Wealth Management, an estimated $22.6M added.
  • The largest Dimensional US Real Estate ETF seller in Q2 2022 was Burton Enright Welch, an estimated $3.15M sold.

Based on aggregated 13F filings for Q2 2022.