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Dimensional US Real Estate ETF
DFAR

140 hedge funds and large institutions have $451M invested in Dimensional US Real Estate ETF in 2023 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 88 increasing their positions, 32 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

175% more repeat investments, than reductions

Existing positions increased: 88 | Existing positions reduced: 32

33% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 9

17% more capital invested

Capital invested by funds: $385M → $451M (+$66.3M)

1% more funds holding

Funds holding: 138 → 140 (+2)

6% less funds holding in top 10

Funds holding in top 10: 18 → 17 (-1)

6.56% less ownership

Funds ownership: 73.43% → 66.87% (-6.6%)

Holders
140
Holders Change
+2
Holders Change %
+1.45%
% of All Funds
2.2%
Holding in Top 10
17
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5.56%
% of All Funds
0.27%
New
12
Increased
88
Reduced
32
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RIP
RAM Investment Partners
Washington
+$17.6M
2
BFA
Brown Financial Advisory
Alabama
+$11.5M
3
AWM
Arista Wealth Management
Nevada
+$9.51M
4
B
Bridgeworth
Alabama
+$3.2M
5
HighTower Advisors
HighTower Advisors
Illinois
+$2.74M

Top Sellers

1
SWG
Summit Wealth Group
Vermont
-$27.4M
2
FFM
Forum Financial Management
Illinois
-$7.69M
3
LGWM
Litman Gregory Wealth Management
California
-$7.56M
4
SAM
Satovsky Asset Management
New York
-$4.46M
5
Jane Street
Jane Street
New York
-$1.31M
Name Holding Trade Value Shares
Change 		Change in
Stake
BHWM
1
Beaird Harris Wealth Management
Texas
$36.1M +$2.32M +109,601 +7%
EGWAG
2
Elwood & Goetz Wealth Advisory Group
Georgia
$32.9M +$2.34M +110,772 +8%
HighTower Advisors
3
HighTower Advisors
Illinois
$27.3M +$2.74M +129,510 +11%
B
4
Bridgeworth
Alabama
$25.9M +$3.2M +151,165 +14%
RIP
5
RAM Investment Partners
Washington
$24.5M +$17.6M +833,204 +272%
RK
6
Rather & Kittrell
Tennessee
$14.9M +$1.82M +86,245 +14%
AWM
7
Arista Wealth Management
Nevada
$13.7M +$9.51M +449,841 +243%
BFA
8
Brown Financial Advisory
Alabama
$13.3M +$11.5M +546,055 +740%
BEW
9
Burton Enright Welch
California
$12.1M +$795K +37,620 +7%
FFM
10
Forum Financial Management
Illinois
$10.9M -$7.69M -363,717 -42%
IWC
11
Integrated Wealth Concepts
Massachusetts
$10.7M +$456K +21,555 +5%
RRC
12
Relaxing Retirement Coach
Massachusetts
$10.1M +$1.86M +87,876 +23%
FMWA
13
Forvis Mazars Wealth Advisors
Missouri
$9.95M +$2.06M +97,287 +27%
AWM
14
AE Wealth Management
Kansas
$8.17M +$637K +30,135 +9%
CCM
15
Carlson Capital Management
Minnesota
$7.84M +$504K +23,837 +7%
CWM
16
Core Wealth Management
Florida
$7.16M +$816K +38,614 +13%
BA
17
Bridgewater Advisors
New York
$7.02M +$962K +45,503 +16%
RS
18
Retirement Solution
Washington
$6.75M +$300K +14,186 +5%
APC
19
Asset Planning Corporation
Tennessee
$6.17M +$755K +35,686 +14%
PFM
20
Phillips Financial Management
Indiana
$6.17M +$936K +44,264 +18%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$5.6M +$1.05M +49,549 +24%
PFG
22
Pinnacle Financial Group
Illinois
$5.19M +$309K +14,614 +6%
WCWM
23
Willow Creek Wealth Management
California
$5.15M +$427K +20,194 +9%
SIG
24
Spinnaker Investment Group
California
$4.67M +$257K +12,170 +6%
FW
25
FirstPurpose Wealth
Utah
$4.61M +$933K +44,105 +26%
1
2 3 4 5

DFAR Hedge Fund Activity: Q2 2023 in Review

140 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Dimensional US Real Estate ETF (DFAR) for Q2 2023, worth a combined $451M — up 17% from $385M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new DFAR positions and 9 closed out — a net gain of 3 holders — while 88 added to existing stakes and 32 trimmed.

The largest buyer was RAM Investment Partners, adding an estimated $17.6M. The largest seller was Summit Wealth Group, cutting an estimated $27.4M.

  • 140 institutional investors held Dimensional US Real Estate ETF (DFAR) as of Q2 2023, up from 138 in Q1 2023.
  • Funds reported $451M of Dimensional US Real Estate ETF stock for Q2 2023, up 17% quarter-over-quarter.
  • 12 funds opened new Dimensional US Real Estate ETF positions in Q2 2023 and 9 closed out, a net change of +3 holders.
  • The largest Dimensional US Real Estate ETF buyer in Q2 2023 was RAM Investment Partners, an estimated $17.6M added.
  • The largest Dimensional US Real Estate ETF seller in Q2 2023 was Summit Wealth Group, an estimated $27.4M sold.

Based on aggregated 13F filings for Q2 2023.