DFA Real Estate Securities Portfolio ETF Class Shares
DFAR
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.
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%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Elwood & Goetz Wealth Advisory Group
Athens,
Georgia
|
+$30.3M |
| 2 |
Bridgeworth
Birmingham,
Alabama
|
+$14.2M |
| 3 |
Integrated Wealth Concepts
Waltham,
Massachusetts
|
+$10.2M |
| 4 |
Litman Gregory Wealth Management
Larkspur,
California
|
+$7.73M |
| 5 |
HighTower Advisors
Chicago,
Illinois
|
+$6.69M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
-$11.5M |
| 2 |
Pathstone Family Office
Englewood,
New Jersey
|
-$11.1M |
| 3 |
Bank of New York Mellon
New York
|
-$11.1M |
| 4 |
WPWealth
Fort Worth,
Texas
|
-$1.85M |
| 5 |
Burton Enright Welch
Walnut Creek,
California
|
-$992K |
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.