DFA Real Estate Securities Portfolio ETF Class Shares
DFAR
188 hedge funds and large institutions have $621M invested in DFA Real Estate Securities Portfolio ETF Class Shares in 2024 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 111 increasing their positions, 46 reducing their positions, and 9 closing their positions.
191% more capital inflows, than outflows
Capital inflows: $91.2M | Capital outflows: $31.3M
141% more repeat investments, than reductions
Existing positions increased: 111 | Existing positions reduced: 46
78% more first-time investments, than exits
New positions opened: 16 | Existing positions closed: 9
1% more funds holding
Funds holding: 187 → 188 (+1)
4.81% less ownership
Funds ownership: 69.8% → 64.99% (-4.8%)
10% less funds holding in top 10
Funds holding in top 10: 21 → 19 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Adero Partners
Pleasanton,
California
|
+$40.2M |
| 2 |
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
|
+$9.12M |
| 3 |
HighTower Advisors
Chicago,
Illinois
|
+$4.44M |
| 4 |
Great Oak Capital Partners
South Easton,
Massachusetts
|
+$3.45M |
| 5 |
Helen Stephens Group
Fort Worth,
Texas
|
+$1.99M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AE Wealth Management
Topeka,
Kansas
|
-$9.6M |
| 2 |
Arista Wealth Management
Las Vegas,
Nevada
|
-$6.71M |
| 3 |
AFS
Annapolis Financial Services
Annapolis,
Maryland
|
-$3.03M |
| 4 |
Savant Capital
Rockford,
Illinois
|
-$1.41M |
| 5 |
Mercer Global Advisors
Denver,
Colorado
|
-$1.27M |
DFAR Hedge Fund Activity: Q1 2024 in Review
188 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in DFA Real Estate Securities Portfolio ETF Class Shares (DFAR) for Q1 2024, worth a combined $621M — up 2.1% from $608M a quarter earlier.
Buyers outnumbered sellers: 16 funds opened new DFAR positions and 9 closed out — a net gain of 7 holders — while 111 added to existing stakes and 46 trimmed.
The largest buyer was Adero Partners, adding an estimated $40.2M. The largest seller was AE Wealth Management, cutting an estimated $9.6M.
- 188 institutional investors held DFA Real Estate Securities Portfolio ETF Class Shares (DFAR) as of Q1 2024, up from 187 in Q4 2023.
- Funds reported $621M of DFA Real Estate Securities Portfolio ETF Class Shares stock for Q1 2024, up 2.1% quarter-over-quarter.
- 16 funds opened new DFA Real Estate Securities Portfolio ETF Class Shares positions in Q1 2024 and 9 closed out, a net change of +7 holders.
- The largest DFA Real Estate Securities Portfolio ETF Class Shares buyer in Q1 2024 was Adero Partners, an estimated $40.2M added.
- The largest DFA Real Estate Securities Portfolio ETF Class Shares seller in Q1 2024 was AE Wealth Management, an estimated $9.6M sold.
Based on aggregated 13F filings for Q1 2024.