Dimensional Fund Advisors
SAFE

Dimensional Fund Advisors’s Safehold SAFE Stock Holding History

Dimensional Fund Advisors’s Portfolio SAFE Stock Details SAFE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-17,250
Closed -$333K – 3380
2024
Q2 		$333K Buy
+17,250
New +$332K ﹤0.01% 3089
2014
Q4 		– Sell
-732
Closed -$48K – 3524
2014
Q3 		$48K Hold
732
– – ﹤0.01% 3400
2014
Q2 		$53K Hold
732
– – ﹤0.01% 3434
2014
Q1 		$53K Buy
+732
New +$53.7K ﹤0.01% 3447

Other funds holding SAFE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
MC
MSD Capital New York $87.3M AUM 21.75% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
NW
NewEdge Wealth Pittsburgh, Pennsylvania $8.39B AUM 24.47% 1-Year Est. Return
LPC
Long Pond Capital New York $1.05B AUM 16.49% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
ACM
AEW Capital Management Boston, Massachusetts $1.38B AUM 4.64% 1-Year Est. Return

Dimensional Fund Advisors's SAFE Position: Q3 2024 in Review

Dimensional Fund Advisors sold out of Safehold (SAFE) in Q3 2024, closing a stake of 17,250 shares — an estimated $333K sold.

Dimensional Fund Advisors first reported a position in SAFE in Q1 2014 and held it in 4 quarters. The position peaked at $333K in Q2 2024. 208 funds tracked by Wall St. Rank hold SAFE as of Q3 2024.

  • Dimensional Fund Advisors reported no remaining Safehold position as of Q3 2024 after selling out during the quarter.
  • Dimensional Fund Advisors sold 17,250 Safehold shares in Q3 2024, an estimated $333K.
  • Dimensional Fund Advisors first reported a position in Safehold in Q1 2014 and held it in 4 quarters.
  • Dimensional Fund Advisors's Safehold position peaked at $333K in Q2 2024.
  • 208 funds tracked by Wall St. Rank held Safehold as of Q3 2024.

Based on Dimensional Fund Advisors's 13F filing for Q3 2024, filed 7 Nov 2024.