We are live on ! Find out more
DFAR icon

Dimensional US Real Estate ETF
DFAR

146 hedge funds and large institutions have $471M invested in Dimensional US Real Estate ETF 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.

New
Increased
Maintained
Reduced
Closed

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%)

4% more capital invested

Capital invested by funds: $451M → $471M (+$19.8M)

24% less funds holding in top 10

Funds holding in top 10: 17 → 13 (-4)

Holders
146
Holders Change
+6
Holders Change %
+4.29%
% of All Funds
2.32%
Holding in Top 10
13
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-23.53%
% of All Funds
0.21%
New
18
Increased
87
Reduced
30
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SIS
Strategic Investment Solutions
Illinois
+$31.2M
2
SC
Savant Capital
Illinois
+$8.57M
3
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$2.52M
4
Mariner
Mariner
Kansas
+$2.37M
5
FMWA
Forvis Mazars Wealth Advisors
Missouri
+$2.06M

Top Sellers

1
ASI
Advisory Services & Investments
Oregon
-$4.17M
2
HighTower Advisors
HighTower Advisors
Illinois
-$1.68M
3
LPL Financial
LPL Financial
California
-$1.24M
4
W
WPWealth
Texas
-$1.1M
5
FFM
Forum Financial Management
Illinois
-$1.03M
Name Holding Trade Value Shares
Change 		Change in
Stake
BHWM
1
Beaird Harris Wealth Management
Texas
$32.6M -$144K -6,778 -0.4%
SIS
2
Strategic Investment Solutions
Illinois
$32M +$31.2M +1,468,818 +4,286%
EGWAG
3
Elwood & Goetz Wealth Advisory Group
Georgia
$30.7M +$951K +44,835 +3%
B
4
Bridgeworth
Alabama
$25.4M +$2.05M +96,714 +8%
HighTower Advisors
5
HighTower Advisors
Illinois
$23.3M -$1.68M -79,436 -6%
RIP
6
RAM Investment Partners
Washington
$22.7M +$475K +22,403 +2%
RK
7
Rather & Kittrell
Tennessee
$15.4M +$2.05M +96,551 +14%
AWM
8
Arista Wealth Management
Nevada
$13.4M +$1.13M +53,082 +8%
BFA
9
Brown Financial Advisory
Alabama
$12.7M +$695K +32,753 +5%
BEW
10
Burton Enright Welch
California
$12.2M +$1.36M +64,268 +11%
FMWA
11
Forvis Mazars Wealth Advisors
Missouri
$10.9M +$2.06M +97,020 +21%
IWC
12
Integrated Wealth Concepts
Massachusetts
$9.84M +$162K +7,628 +2%
FFM
13
Forum Financial Management
Illinois
$8.9M -$1.03M -48,506 -10%
AWM
14
AE Wealth Management
Kansas
$8.05M +$691K +32,570 +9%
CCM
15
Carlson Capital Management
Minnesota
$7.99M +$950K +44,805 +12%
SC
16
Savant Capital
Illinois
$7.89M +$8.57M +403,973 New
BA
17
Bridgewater Advisors
New York
$7.8M +$1.56M +73,415 +22%
CWM
18
Core Wealth Management
Florida
$6.99M +$538K +25,367 +8%
AWM
19
Austin Wealth Management
Texas
$6.89M +$7.08M +334,023 New
PFM
20
Phillips Financial Management
Indiana
$6.7M +$1.21M +56,885 +20%
RS
21
Retirement Solution
Washington
$6.45M +$354K +16,695 +5%
APC
22
Asset Planning Corporation
Tennessee
$5.89M +$316K +14,912 +5%
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$5.58M +$541K +25,494 +10%
PFG
24
Pinnacle Financial Group
Illinois
$5.08M +$401K +18,902 +8%
RFP
25
Root Financial Partners
California
$5.04M +$1.01M +47,755 +23%
1
2 3 4 5

DFAR Hedge Fund Activity: Q3 2023 in Review

146 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Dimensional US Real Estate ETF (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 Dimensional US Real Estate ETF (DFAR) as of Q3 2023, up from 140 in Q2 2023.
  • Funds reported $471M of Dimensional US Real Estate ETF stock for Q3 2023, up 4.4% quarter-over-quarter.
  • 18 funds opened new Dimensional US Real Estate ETF positions in Q3 2023 and 11 closed out, a net change of +7 holders.
  • The largest Dimensional US Real Estate ETF buyer in Q3 2023 was Strategic Investment Solutions, an estimated $31.2M added.
  • The largest Dimensional US Real Estate ETF seller in Q3 2023 was Advisory Services & Investments, an estimated $4.17M sold.

Based on aggregated 13F filings for Q3 2023.