Dimensional US Real Estate ETF
DFAR
DFAR
145 hedge funds and large institutions have $459M invested in Dimensional US Real Estate ETF in 2023 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 86 increasing their positions, 30 reducing their positions, and 11 closing their positions.
New
Increased
Maintained
Reduced
Closed
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
more first-time investments, than exits
New positions opened: | Existing positions closed:
more funds holding
Funds holding: →
more ownership
Funds ownership: →
4% more capital invested
Capital invested by funds: $439M → $459M (+$19.6M)
25% less funds holding in top 10
Funds holding in top 10: 16 → 12 (-4)
Holders
145
Holding in Top 10
12
Calls
–
Puts
–
Top Buyers
| 1 | +$31.2M | |
| 2 | +$7.89M | |
| 3 | +$2.32M | |
| 4 |
Mariner
Overland Park,
Kansas
|
+$2.18M |
| 5 |
FMWA
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
+$1.89M |
Top Sellers
| 1 | -$4.17M | |
| 2 | -$1.55M | |
| 3 | -$1.14M | |
| 4 |
W
WPWealth
Fort Worth,
Texas
|
-$1.02M |
| 5 |
FFM
Forum Financial Management
Lombard,
Illinois
|
-$947K |