DFA Real Estate Securities Portfolio ETF Class Shares
DFAR
123 hedge funds and large institutions have $293M invested in DFA Real Estate Securities Portfolio ETF Class Shares in 2022 Q4 according to their latest regulatory filings, with 62 funds opening new positions, 52 increasing their positions, 8 reducing their positions, and 8 closing their positions.
2,434% more capital inflows, than outflows
Capital inflows: $178M | Capital outflows: $7.04M
675% more first-time investments, than exits
New positions opened: 62 | Existing positions closed: 8
550% more repeat investments, than reductions
Existing positions increased: 52 | Existing positions reduced: 8
175% more funds holding in top 10
Funds holding in top 10: 4 → 11 (+7)
76% more funds holding
Funds holding: 70 → 123 (+53)
39.52% more ownership
Funds ownership: 28.92% → 68.44% (+40%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Pathstone Family Office
Englewood,
New Jersey
|
+$12.4M |
| 2 |
Forum Financial Management
Lombard,
Illinois
|
+$12.2M |
| 3 |
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
+$11.1M |
| 4 |
Bank of New York Mellon
New York
|
+$11.1M |
| 5 |
Rather & Kittrell
Knoxville,
Tennessee
|
+$9.03M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Global Trust Asset Management
West Palm Beach,
Florida
|
-$1.44M |
| 2 |
Adero Partners
Pleasanton,
California
|
-$1.42M |
| 3 |
RFG Advisory
Birmingham,
Alabama
|
-$1.4M |
| 4 |
ASI
Advisory Services & Investments
Bend,
Oregon
|
-$1.01M |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$437K |
DFAR Hedge Fund Activity: Q4 2022 in Review
123 of the 6,242 institutional investors tracked by Wall St. Rank reported a position in DFA Real Estate Securities Portfolio ETF Class Shares (DFAR) for Q4 2022, worth a combined $293M — up 144% from $120M a quarter earlier.
Buyers outnumbered sellers: 62 funds opened new DFAR positions and 8 closed out — a net gain of 54 holders — while 52 added to existing stakes and 8 trimmed.
The largest buyer was Pathstone Family Office, opening a new position worth an estimated $12.4M. The largest seller was Global Trust Asset Management, cutting an estimated $1.44M.
- 123 institutional investors held DFA Real Estate Securities Portfolio ETF Class Shares (DFAR) as of Q4 2022, up from 70 in Q3 2022.
- Funds reported $293M of DFA Real Estate Securities Portfolio ETF Class Shares stock for Q4 2022, up 144% quarter-over-quarter.
- 62 funds opened new DFA Real Estate Securities Portfolio ETF Class Shares positions in Q4 2022 and 8 closed out, a net change of +54 holders.
- The largest DFA Real Estate Securities Portfolio ETF Class Shares buyer in Q4 2022 was Pathstone Family Office, an estimated $12.4M added.
- The largest DFA Real Estate Securities Portfolio ETF Class Shares seller in Q4 2022 was Global Trust Asset Management, an estimated $1.44M sold.
Based on aggregated 13F filings for Q4 2022.