DFA Real Estate Securities Portfolio ETF Class Shares
DFAR
238 hedge funds and large institutions have $908M invested in DFA Real Estate Securities Portfolio ETF Class Shares in 2024 Q4 according to their latest regulatory filings, with 47 funds opening new positions, 112 increasing their positions, 57 reducing their positions, and 15 closing their positions.
529% more capital inflows, than outflows
Capital inflows: $177M | Capital outflows: $28.1M
213% more first-time investments, than exits
New positions opened: 47 | Existing positions closed: 15
96% more repeat investments, than reductions
Existing positions increased: 112 | Existing positions reduced: 57
33% more funds holding in top 10
Funds holding in top 10: 18 → 24 (+6)
13% more funds holding
Funds holding: 210 → 238 (+28)
6.69% more ownership
Funds ownership: 69.48% → 76.18% (+6.7%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Prudential Financial
Newark,
New Jersey
|
+$27.4M |
| 2 |
Essential Planning
Portsmouth,
New Hampshire
|
+$16.5M |
| 3 |
Root Financial Partners
Encinitas,
California
|
+$5.48M |
| 4 |
HighTower Advisors
Chicago,
Illinois
|
+$3.52M |
| 5 |
Focus Partners Wealth
Boston,
Massachusetts
|
+$3.06M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Savant Capital
Rockford,
Illinois
|
-$6.18M |
| 2 |
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
-$2.75M |
| 3 |
Asset Planning Corporation
Knoxville,
Tennessee
|
-$2.57M |
| 4 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$1.38M |
| 5 |
Mariner
Overland Park,
Kansas
|
-$1.35M |
DFAR Hedge Fund Activity: Q4 2024 in Review
238 of the 7,616 institutional investors tracked by Wall St. Rank reported a position in DFA Real Estate Securities Portfolio ETF Class Shares (DFAR) for Q4 2024, worth a combined $908M — up 6.8% from $850M a quarter earlier.
Buyers outnumbered sellers: 47 funds opened new DFAR positions and 15 closed out — a net gain of 32 holders — while 112 added to existing stakes and 57 trimmed.
The largest buyer was Prudential Financial, opening a new position worth an estimated $27.4M. The largest seller was Savant Capital, cutting an estimated $6.18M.
- 238 institutional investors held DFA Real Estate Securities Portfolio ETF Class Shares (DFAR) as of Q4 2024, up from 210 in Q3 2024.
- Funds reported $908M of DFA Real Estate Securities Portfolio ETF Class Shares stock for Q4 2024, up 6.8% quarter-over-quarter.
- 47 funds opened new DFA Real Estate Securities Portfolio ETF Class Shares positions in Q4 2024 and 15 closed out, a net change of +32 holders.
- The largest DFA Real Estate Securities Portfolio ETF Class Shares buyer in Q4 2024 was Prudential Financial, an estimated $27.4M added.
- The largest DFA Real Estate Securities Portfolio ETF Class Shares seller in Q4 2024 was Savant Capital, an estimated $6.18M sold.
Based on aggregated 13F filings for Q4 2024.