DFA Real Estate Securities Portfolio ETF Class Shares
DFAR
187 hedge funds and large institutions have $608M invested in DFA Real Estate Securities Portfolio ETF Class Shares in 2023 Q4 according to their latest regulatory filings, with 54 funds opening new positions, 84 increasing their positions, 38 reducing their positions, and 10 closing their positions.
440% more first-time investments, than exits
New positions opened: 54 | Existing positions closed: 10
121% more repeat investments, than reductions
Existing positions increased: 84 | Existing positions reduced: 38
107% more capital inflows, than outflows
Capital inflows: $124M | Capital outflows: $59.8M
62% more funds holding in top 10
Funds holding in top 10: 13 → 21 (+8)
28% more funds holding
Funds holding: 146 → 187 (+41)
0.86% less ownership
Funds ownership: 70.65% → 69.8% (-0.86%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HighTower Advisors
Chicago,
Illinois
|
+$8.55M |
| 2 |
Crestmont Private Wealth
Houston,
Texas
|
+$8M |
| 3 |
Mercer Global Advisors
Denver,
Colorado
|
+$3.61M |
| 4 |
Willow Creek Wealth Management
Sebastopol,
California
|
+$3.52M |
| 5 |
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$3.03M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Strategic Investment Solutions
Orland Park,
Illinois
|
-$29.4M |
| 2 |
Arista Wealth Management
Las Vegas,
Nevada
|
-$6.52M |
| 3 |
Spinnaker Investment Group
Newport Beach,
California
|
-$4.35M |
| 4 |
Carlson Capital Management
Northfield,
Minnesota
|
-$3.65M |
| 5 |
Savant Capital
Rockford,
Illinois
|
-$2.2M |
DFAR Hedge Fund Activity: Q4 2023 in Review
187 of the 6,876 institutional investors tracked by Wall St. Rank reported a position in DFA Real Estate Securities Portfolio ETF Class Shares (DFAR) for Q4 2023, worth a combined $608M — up 29% from $471M a quarter earlier.
Buyers outnumbered sellers: 54 funds opened new DFAR positions and 10 closed out — a net gain of 44 holders — while 84 added to existing stakes and 38 trimmed.
The largest buyer was HighTower Advisors, adding an estimated $8.55M. The largest seller was Strategic Investment Solutions, cutting an estimated $29.4M.
- 187 institutional investors held DFA Real Estate Securities Portfolio ETF Class Shares (DFAR) as of Q4 2023, up from 146 in Q3 2023.
- Funds reported $608M of DFA Real Estate Securities Portfolio ETF Class Shares stock for Q4 2023, up 29% quarter-over-quarter.
- 54 funds opened new DFA Real Estate Securities Portfolio ETF Class Shares positions in Q4 2023 and 10 closed out, a net change of +44 holders.
- The largest DFA Real Estate Securities Portfolio ETF Class Shares buyer in Q4 2023 was HighTower Advisors, an estimated $8.55M added.
- The largest DFA Real Estate Securities Portfolio ETF Class Shares seller in Q4 2023 was Strategic Investment Solutions, an estimated $29.4M sold.
Based on aggregated 13F filings for Q4 2023.