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, 89 increasing their positions, 31 reducing their positions, and 9 closing their positions.
187% more repeat investments, than reductions
Existing positions increased: 89 | Existing positions reduced: 31
33% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 9
16% more capital invested
Capital invested by funds: $389M → $451M (+$61.8M)
1% more funds holding
Funds holding: 138 → 140 (+2)
1.39% less ownership
Funds ownership: 68.26% → 66.87% (-1.4%)
6% less funds holding in top 10
Funds holding in top 10: 18 → 17 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RIP
RAM Investment Partners
Bellevue,
Washington
|
+$17.6M |
| 2 |
BFA
Brown Financial Advisory
Fairhope,
Alabama
|
+$11.5M |
| 3 |
AWM
Arista Wealth Management
Las Vegas,
Nevada
|
+$9.51M |
| 4 |
B
Bridgeworth
Birmingham,
Alabama
|
+$3.2M |
| 5 |
HighTower Advisors
Chicago,
Illinois
|
+$2.74M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FFM
Forum Financial Management
Lombard,
Illinois
|
-$7.69M |
| 2 |
LGWM
Litman Gregory Wealth Management
Larkspur,
California
|
-$7.56M |
| 3 |
SAM
Satovsky Asset Management
New York
|
-$4.46M |
| 4 |
Jane Street
New York
|
-$1.31M |
| 5 |
JP Morgan Chase
New York
|
-$974K |
DFAR Hedge Fund Activity: Q2 2023 in Review
140 of the 6,383 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 16% from $389M a quarter earlier.
Buyers outnumbered sellers: 12 funds opened new DFAR positions and 9 closed out — a net gain of 3 holders — while 89 added to existing stakes and 31 trimmed.
The largest buyer was RAM Investment Partners, adding an estimated $17.6M. The largest seller was Forum Financial Management, cutting an estimated $7.69M.
- 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 16% 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 Forum Financial Management, an estimated $7.69M sold.
Based on aggregated 13F filings for Q2 2023.