DFA Real Estate Securities Portfolio ETF Class Shares
DFAR
146 hedge funds and large institutions have $471M invested in DFA Real Estate Securities Portfolio ETF Class Shares in 2023 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 87 increasing their positions, 30 reducing their positions, and 11 closing their positions.
529% more capital inflows, than outflows
Capital inflows: $88.9M | Capital outflows: $14.1M
190% more repeat investments, than reductions
Existing positions increased: 87 | Existing positions reduced: 30
64% more first-time investments, than exits
New positions opened: 18 | Existing positions closed: 11
4% more funds holding
Funds holding: 140 → 146 (+6)
3.78% more ownership
Funds ownership: 66.87% → 70.65% (+3.8%)
24% less funds holding in top 10
Funds holding in top 10: 17 → 13 (-4)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Strategic Investment Solutions
Orland Park,
Illinois
|
+$31.2M |
| 2 |
Savant Capital
Rockford,
Illinois
|
+$8.57M |
| 3 |
Mercer Global Advisors
Denver,
Colorado
|
+$2.52M |
| 4 |
Mariner
Overland Park,
Kansas
|
+$2.37M |
| 5 |
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
+$2.06M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ASI
Advisory Services & Investments
Bend,
Oregon
|
-$4.17M |
| 2 |
HighTower Advisors
Chicago,
Illinois
|
-$1.68M |
| 3 |
LPL Financial
San Diego,
California
|
-$1.24M |
| 4 |
WPWealth
Fort Worth,
Texas
|
-$1.1M |
| 5 |
Forum Financial Management
Lombard,
Illinois
|
-$1.03M |
DFAR Hedge Fund Activity: Q3 2023 in Review
146 of the 6,316 institutional investors tracked by Wall St. Rank reported a position in DFA Real Estate Securities Portfolio ETF Class Shares (DFAR) for Q3 2023, worth a combined $471M — up 4.4% from $451M a quarter earlier.
Buyers outnumbered sellers: 18 funds opened new DFAR positions and 11 closed out — a net gain of 7 holders — while 87 added to existing stakes and 30 trimmed.
The largest buyer was Strategic Investment Solutions, adding an estimated $31.2M. The largest seller was Advisory Services & Investments, exiting entirely with an estimated $4.17M sold.
- 146 institutional investors held DFA Real Estate Securities Portfolio ETF Class Shares (DFAR) as of Q3 2023, up from 140 in Q2 2023.
- Funds reported $471M of DFA Real Estate Securities Portfolio ETF Class Shares stock for Q3 2023, up 4.4% quarter-over-quarter.
- 18 funds opened new DFA Real Estate Securities Portfolio ETF Class Shares positions in Q3 2023 and 11 closed out, a net change of +7 holders.
- The largest DFA Real Estate Securities Portfolio ETF Class Shares buyer in Q3 2023 was Strategic Investment Solutions, an estimated $31.2M added.
- The largest DFA Real Estate Securities Portfolio ETF Class Shares seller in Q3 2023 was Advisory Services & Investments, an estimated $4.17M sold.
Based on aggregated 13F filings for Q3 2023.