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Dimensional US Real Estate ETF

123 hedge funds and large institutions have $305M invested in Dimensional US Real Estate ETF in 2022 Q4 according to their latest regulatory filings, with 62 funds opening new positions, 51 increasing their positions, 9 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

589% more first-time investments, than exits

New positions opened: 62 | Existing positions closed: 9

467% more repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 9

175% more funds holding in top 10

Funds holding in top 10: 411 (+7)

154% more capital invested

Capital invested by funds: $120M → $305M (+$185M)

76% more funds holding

Funds holding: 70123 (+53)

14.36% more ownership

Funds ownership: 56.97%71.34% (+14%)

Holders
123
Holders Change
+53
Holders Change %
+75.71%
% of All Funds
1.98%
Holding in Top 10
11
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+175%
% of All Funds
0.18%
New
62
Increased
51
Reduced
9
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BHWM
1
Beaird Harris Wealth Management
Texas
$31.7M +$4.66M +219,694 +17%
PFO
2
Pathstone Family Office
New Jersey
$24.7M +$24.8M +1,168,214 New
FFM
3
Forum Financial Management
Illinois
$18.7M +$12.2M +574,919 +185%
HighTower Advisors
4
HighTower Advisors
Illinois
$17.7M +$5.96M +281,448 +51%
BEW
5
Burton Enright Welch
California
$12M +$503K +23,742 +4%
BFEC
6
Benjamin F. Edwards & Company
Missouri
$11.1M +$11.1M +524,629 New
Bank of New York Mellon
7
Bank of New York Mellon
New York
$11.1M +$11.1M +523,644 New
RK
8
Rather & Kittrell
Tennessee
$10.3M +$9.03M +426,283 +708%
B
9
Bridgeworth
Alabama
$8.6M +$8.62M +406,838 New
RRC
10
Relaxing Retirement Coach
Massachusetts
$7.11M +$3.29M +155,079 +86%
SAM
11
Satovsky Asset Management
New York
$6.75M +$4.44M +209,553 +191%
FMWA
12
Forvis Mazars Wealth Advisors
Missouri
$6.46M +$2.46M +115,942 +61%
W
13
WPWealth
Texas
$6.23M +$6.24M +294,402 New
CWM
14
Core Wealth Management
Florida
$5.99M +$6M +283,301 New
CCM
15
Carlson Capital Management
Minnesota
$5.8M +$4.76M +224,478 +450%
RIP
16
RAM Investment Partners
Washington
$5.48M +$5.49M +259,294 New
APC
17
Asset Planning Corporation
Tennessee
$5.24M +$749K +35,366 +17%
ASI
18
Advisory Services & Investments
Oregon
$5.07M -$1.01M -47,638 -17%
BA
19
Bridgewater Advisors
New York
$4.96M +$4.3M +202,859 +643%
PFM
20
Phillips Financial Management
Indiana
$4.75M +$2.86M +135,004 +151%
WCWM
21
Willow Creek Wealth Management
California
$4.58M +$2.77M +130,861 +153%
LPL Financial
22
LPL Financial
California
$4.28M +$4.29M +202,474 New
SIG
23
Spinnaker Investment Group
California
$3.98M +$358K +16,898 +10%
AP
24
Adero Partners
California
$3.43M -$1.42M -67,218 -29%
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$3.36M +$1.49M +70,418 +80%

DFAR Hedge Fund Activity: Q4 2022 in Review

123 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Dimensional US Real Estate ETF (DFAR) for Q4 2022, worth a combined $305M — up 154% from $120M a quarter earlier.

Buyers outnumbered sellers: 62 funds opened new DFAR positions and 9 closed out — a net gain of 53 holders — while 51 added to existing stakes and 9 trimmed.

The largest buyer was Pathstone Family Office, opening a new position worth an estimated $24.8M. The largest seller was CFS Investment Advisory Services, cutting an estimated $5.96M.

  • 123 institutional investors held Dimensional US Real Estate ETF (DFAR) as of Q4 2022, up from 70 in Q3 2022.
  • Funds reported $305M of Dimensional US Real Estate ETF stock for Q4 2022, up 154% quarter-over-quarter.
  • 62 funds opened new Dimensional US Real Estate ETF positions in Q4 2022 and 9 closed out, a net change of +53 holders.
  • The largest Dimensional US Real Estate ETF buyer in Q4 2022 was Pathstone Family Office, an estimated $24.8M added.
  • The largest Dimensional US Real Estate ETF seller in Q4 2022 was CFS Investment Advisory Services, an estimated $5.96M sold.

Based on aggregated 13F filings for Q4 2022.