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Dimensional US Real Estate ETF
DFAR

70 hedge funds and large institutions have $120M invested in Dimensional US Real Estate ETF in 2022 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 35 increasing their positions, 4 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,250% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 2

775% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 4

56% more funds holding

Funds holding: 45 → 70 (+25)

33% more funds holding in top 10

Funds holding in top 10: 3 → 4 (+1)

4.94% less ownership

Funds ownership: 61.91% → 56.97% (-4.9%)

62% less capital invested

Capital invested by funds: $313M → $120M (-$192M)

Holders
70
Holders Change
+25
Holders Change %
+55.56%
% of All Funds
1.21%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.07%
New
27
Increased
35
Reduced
4
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BHWM
Beaird Harris Wealth Management
Texas
+$8.3M
2
CIAS
CFS Investment Advisory Services
New Jersey
+$7.02M
3
FFM
Forum Financial Management
Illinois
+$6.04M
4
AP
Adero Partners
California
+$4.32M
5
BEW
Burton Enright Welch
California
+$3.13M

Top Sellers

Rank Fund Capital Flow
1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$778K
2
RIM
Rockbridge Investment Management
New York
-$139K
3
Rockefeller Capital Management
Rockefeller Capital Management
New York
-$102K
4
BA
Bridgewater Advisors
New York
-$54.8K
5
WWM
Wolff Wiese Magana
California
-$10.7K
Name Holding Trade Value Shares
Change 		Change in
Stake
BHWM
1
Beaird Harris Wealth Management
Texas
$26.3M +$8.3M +349,545 +38%
HighTower Advisors
2
HighTower Advisors
Illinois
$11.4M +$991K +41,770 +8%
BEW
3
Burton Enright Welch
California
$11.2M +$3.13M +131,755 +32%
FFM
4
Forum Financial Management
Illinois
$6.39M +$6.04M +254,682 +454%
ASI
5
Advisory Services & Investments
Oregon
$5.91M +$1.35M +56,772 +25%
AP
6
Adero Partners
California
$4.58M +$4.32M +182,135 +384%
APC
7
Asset Planning Corporation
Tennessee
$4.37M +$345K +14,548 +7%
FMWA
8
Forvis Mazars Wealth Advisors
Missouri
$3.9M +$2.64M +111,142 +142%
RRC
9
Relaxing Retirement Coach
Massachusetts
$3.72M +$2.22M +93,413 +107%
SIG
10
Spinnaker Investment Group
California
$3.55M +$330K +13,920 +9%
GTAM
11
Global Trust Asset Management
Florida
$2.49M +$371K +15,641 +15%
GCA
12
Gradient Capital Advisors
California
$2.46M +$969K +40,841 +52%
SAM
13
Satovsky Asset Management
New York
$2.25M +$2.25M +94,789 +637%
Dimensional Fund Advisors
14
Dimensional Fund Advisors
Texas
$2.06M – – –
PFM
15
Phillips Financial Management
Indiana
$1.84M +$1.34M +56,266 +169%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$1.82M +$1.31M +55,161 +166%
WCWM
17
Willow Creek Wealth Management
California
$1.76M +$790K +33,272 +64%
Jane Street
18
Jane Street
New York
$1.71M +$73.6K +3,100 +4%
RA
19
RFG Advisory
Alabama
$1.4M +$1.59M +66,951 New
BPA
20
Beacon Pointe Advisors
California
$1.36M +$1.03M +43,320 +192%
RK
21
Rather & Kittrell
Tennessee
$1.24M +$851K +35,867 +147%
HCM
22
Hutchinson Capital Management
California
$1.1M +$564K +23,786 +80%
RWM
23
Rockwood Wealth Management
Pennsylvania
$1.09M +$1.26M +53,136 New
CCM
24
Carlson Capital Management
Minnesota
$1.02M +$1.18M +49,860 New
AA
25
Advisory Alpha
Michigan
$887K +$1.02M +43,149 New
1
2 3

DFAR Hedge Fund Activity: Q3 2022 in Review

70 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Dimensional US Real Estate ETF (DFAR) for Q3 2022, worth a combined $120M — down 62% from $313M a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new DFAR positions and 2 closed out — a net gain of 25 holders — while 35 added to existing stakes and 4 trimmed.

The largest buyer was Beaird Harris Wealth Management, adding an estimated $8.3M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $778K sold.

  • 70 institutional investors held Dimensional US Real Estate ETF (DFAR) as of Q3 2022, up from 45 in Q2 2022.
  • Funds reported $120M of Dimensional US Real Estate ETF stock for Q3 2022, down 62% quarter-over-quarter.
  • 27 funds opened new Dimensional US Real Estate ETF positions in Q3 2022 and 2 closed out, a net change of +25 holders.
  • The largest Dimensional US Real Estate ETF buyer in Q3 2022 was Beaird Harris Wealth Management, an estimated $8.3M added.
  • The largest Dimensional US Real Estate ETF seller in Q3 2022 was Susquehanna International Group, an estimated $778K sold.

Based on aggregated 13F filings for Q3 2022.