DFA Real Estate Securities Portfolio ETF Class Shares
DFAR
190 hedge funds and large institutions have $716M invested in DFA Real Estate Securities Portfolio ETF Class Shares in 2024 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 99 increasing their positions, 55 reducing their positions, and 13 closing their positions.
264% more capital inflows, than outflows
Capital inflows: $142M | Capital outflows: $39M
80% more repeat investments, than reductions
Existing positions increased: 99 | Existing positions reduced: 55
31% more first-time investments, than exits
New positions opened: 17 | Existing positions closed: 13
4.54% more ownership
Funds ownership: 64.99% → 69.53% (+4.5%)
1% more funds holding
Funds holding: 188 → 190 (+2)
21% less funds holding in top 10
Funds holding in top 10: 19 → 15 (-4)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Savant Capital
Rockford,
Illinois
|
+$25M |
| 2 |
Moisand Fitzgerald Tamayo
Orlando,
Florida
|
+$21.9M |
| 3 |
Adero Partners
Pleasanton,
California
|
+$20.5M |
| 4 |
HighTower Advisors
Chicago,
Illinois
|
+$7.25M |
| 5 |
Satovsky Asset Management
New York
|
+$5.27M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RS
Retirement Solution
Redmond,
Washington
|
-$7.7M |
| 2 |
Integrated Wealth Concepts
Waltham,
Massachusetts
|
-$7.66M |
| 3 |
Beaird Harris Wealth Management
Dallas,
Texas
|
-$2.86M |
| 4 |
NewEdge Advisors
New Orleans,
Louisiana
|
-$2.61M |
| 5 |
Mercer Global Advisors
Denver,
Colorado
|
-$2.06M |
DFAR Hedge Fund Activity: Q2 2024 in Review
190 of the 6,941 institutional investors tracked by Wall St. Rank reported a position in DFA Real Estate Securities Portfolio ETF Class Shares (DFAR) for Q2 2024, worth a combined $716M — up 15% from $621M a quarter earlier.
Buyers outnumbered sellers: 17 funds opened new DFAR positions and 13 closed out — a net gain of 4 holders — while 99 added to existing stakes and 55 trimmed.
The largest buyer was Savant Capital, adding an estimated $25M. The largest seller was Retirement Solution, exiting entirely with an estimated $7.7M sold.
- 190 institutional investors held DFA Real Estate Securities Portfolio ETF Class Shares (DFAR) as of Q2 2024, up from 188 in Q1 2024.
- Funds reported $716M of DFA Real Estate Securities Portfolio ETF Class Shares stock for Q2 2024, up 15% quarter-over-quarter.
- 17 funds opened new DFA Real Estate Securities Portfolio ETF Class Shares positions in Q2 2024 and 13 closed out, a net change of +4 holders.
- The largest DFA Real Estate Securities Portfolio ETF Class Shares buyer in Q2 2024 was Savant Capital, an estimated $25M added.
- The largest DFA Real Estate Securities Portfolio ETF Class Shares seller in Q2 2024 was Retirement Solution, an estimated $7.7M sold.
Based on aggregated 13F filings for Q2 2024.