Dimensional US Real Estate ETF
DFAR
187 hedge funds and large institutions have $608M invested in Dimensional US Real Estate ETF 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
62% more funds holding in top 10
Funds holding in top 10: 13 → 21 (+8)
29% more capital invested
Capital invested by funds: $471M → $608M (+$137M)
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 |
CPW
Crestmont Private Wealth
Houston,
Texas
|
+$8M |
| 3 |
Mercer Global Advisors
Denver,
Colorado
|
+$3.61M |
| 4 |
WCWM
Willow Creek Wealth Management
Sebastopol,
California
|
+$3.52M |
| 5 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$3.03M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SIS
Strategic Investment Solutions
Orland Park,
Illinois
|
-$29.4M |
| 2 |
AWM
Arista Wealth Management
Las Vegas,
Nevada
|
-$6.52M |
| 3 |
SIG
Spinnaker Investment Group
Newport Beach,
California
|
-$4.35M |
| 4 |
CCM
Carlson Capital Management
Northfield,
Minnesota
|
-$3.65M |
| 5 |
SC
Savant Capital
Rockford,
Illinois
|
-$2.2M |
DFAR Hedge Fund Activity: Q4 2023 in Review
187 of the 6,869 institutional investors tracked by Wall St. Rank reported a position in Dimensional US Real Estate ETF (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 Dimensional US Real Estate ETF (DFAR) as of Q4 2023, up from 146 in Q3 2023.
- Funds reported $608M of Dimensional US Real Estate ETF stock for Q4 2023, up 29% quarter-over-quarter.
- 54 funds opened new Dimensional US Real Estate ETF positions in Q4 2023 and 10 closed out, a net change of +44 holders.
- The largest Dimensional US Real Estate ETF buyer in Q4 2023 was HighTower Advisors, an estimated $8.55M added.
- The largest Dimensional US Real Estate ETF seller in Q4 2023 was Strategic Investment Solutions, an estimated $29.4M sold.
Based on aggregated 13F filings for Q4 2023.