DFA Real Estate Securities Portfolio ETF Class Shares
DFAR
140 hedge funds and large institutions have $451M invested in DFA Real Estate Securities Portfolio ETF Class Shares 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.
210% more capital inflows, than outflows
Capital inflows: $89.2M | Capital outflows: $28.8M
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
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 |
RAM Investment Partners
Bellevue,
Washington
|
+$17.6M |
| 2 |
BFA
Brown Financial Advisory
Fairhope,
Alabama
|
+$11.5M |
| 3 |
Arista Wealth Management
Las Vegas,
Nevada
|
+$9.5M |
| 4 |
Bridgeworth
Birmingham,
Alabama
|
+$3.2M |
| 5 |
HighTower Advisors
Chicago,
Illinois
|
+$2.74M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Forum Financial Management
Lombard,
Illinois
|
-$7.69M |
| 2 |
Litman Gregory Wealth Management
Larkspur,
California
|
-$7.56M |
| 3 |
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 6,388 institutional investors tracked by Wall St. Rank reported a position in DFA Real Estate Securities Portfolio ETF Class Shares (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 DFA Real Estate Securities Portfolio ETF Class Shares (DFAR) as of Q2 2023, up from 138 in Q1 2023.
- Funds reported $451M of DFA Real Estate Securities Portfolio ETF Class Shares stock for Q2 2023, up 16% quarter-over-quarter.
- 12 funds opened new DFA Real Estate Securities Portfolio ETF Class Shares positions in Q2 2023 and 9 closed out, a net change of +3 holders.
- The largest DFA Real Estate Securities Portfolio ETF Class Shares buyer in Q2 2023 was RAM Investment Partners, an estimated $17.6M added.
- The largest DFA Real Estate Securities Portfolio ETF Class Shares seller in Q2 2023 was Forum Financial Management, an estimated $7.69M sold.
Based on aggregated 13F filings for Q2 2023.