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DFA Real Estate Securities Portfolio ETF Class Shares

138 hedge funds and large institutions have $389M invested in DFA Real Estate Securities Portfolio ETF Class Shares in 2023 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 82 increasing their positions, 24 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

257% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 7

242% more repeat investments, than reductions

Existing positions increased: 82 | Existing positions reduced: 24

234% more capital inflows, than outflows

Capital inflows: $137M | Capital outflows: $41M

64% more funds holding in top 10

Funds holding in top 10: 11 → 18 (+7)

12% more funds holding

Funds holding: 123 → 138 (+15)

0.19% less ownership

Funds ownership: 68.44% → 68.26% (-0.19%)

Holders
138
Holders Change
+15
Holders Change %
+12.2%
% of All Funds
2.19%
Holding in Top 10
18
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+63.64%
% of All Funds
0.29%
New
25
Increased
82
Reduced
24
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

DFAR Hedge Fund Activity: Q1 2023 in Review

138 of the 6,289 institutional investors tracked by Wall St. Rank reported a position in DFA Real Estate Securities Portfolio ETF Class Shares (DFAR) for Q1 2023, worth a combined $389M — up 33% from $293M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new DFAR positions and 7 closed out — a net gain of 18 holders — while 82 added to existing stakes and 24 trimmed.

The largest buyer was Elwood & Goetz Wealth Advisory Group, adding an estimated $30.3M. The largest seller was Benjamin F. Edwards & Company, cutting an estimated $11.5M.

  • 138 institutional investors held DFA Real Estate Securities Portfolio ETF Class Shares (DFAR) as of Q1 2023, up from 123 in Q4 2022.
  • Funds reported $389M of DFA Real Estate Securities Portfolio ETF Class Shares stock for Q1 2023, up 33% quarter-over-quarter.
  • 25 funds opened new DFA Real Estate Securities Portfolio ETF Class Shares positions in Q1 2023 and 7 closed out, a net change of +18 holders.
  • The largest DFA Real Estate Securities Portfolio ETF Class Shares buyer in Q1 2023 was Elwood & Goetz Wealth Advisory Group, an estimated $30.3M added.
  • The largest DFA Real Estate Securities Portfolio ETF Class Shares seller in Q1 2023 was Benjamin F. Edwards & Company, an estimated $11.5M sold.

Based on aggregated 13F filings for Q1 2023.