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.
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)
7.56% less ownership
Funds ownership: 61.91% → 54.35% (-7.6%)
62% less capital invested
Capital invested by funds: $313M → $120M (-$193M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BHWM
Beaird Harris Wealth Management
Dallas,
Texas
|
+$8.3M |
| 2 |
FFM
Forum Financial Management
Lombard,
Illinois
|
+$6.04M |
| 3 |
AP
Adero Partners
Pleasanton,
California
|
+$4.32M |
| 4 |
BEW
Burton Enright Welch
Walnut Creek,
California
|
+$3.13M |
| 5 |
FMWA
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
+$2.64M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$778K |
| 2 |
RIM
Rockbridge Investment Management
Syracuse,
New York
|
-$139K |
| 3 |
Rockefeller Capital Management
New York
|
-$102K |
| 4 |
BA
Bridgewater Advisors
New York
|
-$54.8K |
| 5 |
WWM
Wolff Wiese Magana
Carslbad,
California
|
-$10.7K |
DFAR Hedge Fund Activity: Q3 2022 in Review
70 of the 5,828 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.