DFA Real Estate Securities Portfolio ETF Class Shares
DFAR
210 hedge funds and large institutions have $850M invested in DFA Real Estate Securities Portfolio ETF Class Shares in 2024 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 88 increasing their positions, 69 reducing their positions, and 7 closing their positions.
300% more first-time investments, than exits
New positions opened: 28 | Existing positions closed: 7
130% more capital inflows, than outflows
Capital inflows: $53.4M | Capital outflows: $23.3M
28% more repeat investments, than reductions
Existing positions increased: 88 | Existing positions reduced: 69
20% more funds holding in top 10
Funds holding in top 10: 15 → 18 (+3)
11% more funds holding
Funds holding: 190 → 210 (+20)
0.05% less ownership
Funds ownership: 69.53% → 69.48% (-0.05%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Focus Partners Wealth
Boston,
Massachusetts
|
+$6.2M |
| 2 |
Root Financial Partners
Encinitas,
California
|
+$4.88M |
| 3 |
Aprio Wealth Management
Atlanta,
Georgia
|
+$3.17M |
| 4 |
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$2.02M |
| 5 |
Jackson Thornton Wealth Management
Montgomery,
Alabama
|
+$1.85M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
-$3.33M |
| 2 |
Savant Capital
Rockford,
Illinois
|
-$3.24M |
| 3 |
Carlson Capital Management
Northfield,
Minnesota
|
-$1.99M |
| 4 |
NewEdge Advisors
New Orleans,
Louisiana
|
-$1.37M |
| 5 |
Beaird Harris Wealth Management
Dallas,
Texas
|
-$1.24M |
DFAR Hedge Fund Activity: Q3 2024 in Review
210 of the 6,985 institutional investors tracked by Wall St. Rank reported a position in DFA Real Estate Securities Portfolio ETF Class Shares (DFAR) for Q3 2024, worth a combined $850M — up 19% from $716M a quarter earlier.
Buyers outnumbered sellers: 28 funds opened new DFAR positions and 7 closed out — a net gain of 21 holders — while 88 added to existing stakes and 69 trimmed.
The largest buyer was Focus Partners Wealth, opening a new position worth an estimated $6.2M. The largest seller was Forvis Mazars Wealth Advisors, cutting an estimated $3.33M.
- 210 institutional investors held DFA Real Estate Securities Portfolio ETF Class Shares (DFAR) as of Q3 2024, up from 190 in Q2 2024.
- Funds reported $850M of DFA Real Estate Securities Portfolio ETF Class Shares stock for Q3 2024, up 19% quarter-over-quarter.
- 28 funds opened new DFA Real Estate Securities Portfolio ETF Class Shares positions in Q3 2024 and 7 closed out, a net change of +21 holders.
- The largest DFA Real Estate Securities Portfolio ETF Class Shares buyer in Q3 2024 was Focus Partners Wealth, an estimated $6.2M added.
- The largest DFA Real Estate Securities Portfolio ETF Class Shares seller in Q3 2024 was Forvis Mazars Wealth Advisors, an estimated $3.33M sold.
Based on aggregated 13F filings for Q3 2024.