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Dimensional US Real Estate ETF

186 hedge funds and large institutions have $608M invested in Dimensional US Real Estate ETF in 2023 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 84 increasing their positions, 38 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

430% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 10

121% more repeat investments, than reductions

Existing positions increased: 84 | Existing positions reduced: 38

62% more funds holding in top 10

Funds holding in top 10: 1321 (+8)

29% more capital invested

Capital invested by funds: $471M → $608M (+$137M)

27% more funds holding

Funds holding: 146186 (+40)

0.85% less ownership

Funds ownership: 70.65%69.81% (-0.85%)

Holders
186
Holders Change
+40
Holders Change %
+27.4%
% of All Funds
2.71%
Holding in Top 10
21
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+61.54%
% of All Funds
0.31%
New
53
Increased
84
Reduced
38
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Mercer Global Advisors
26
Mercer Global Advisors
Colorado
$6.71M +$3.61M +176,435 +149%
BPA
27
Beacon Pointe Advisors
California
$6.6M +$968K +47,259 +19%
PFG
28
Pinnacle Financial Group
Illinois
$6.26M +$312K +15,207 +6%
FW
29
FirstPurpose Wealth
Utah
$6.12M +$638K +31,123 +13%
AWM
30
Austin Wealth Management
Texas
$5.97M -$1.22M -59,449 -18%
WDG
31
Wealth Dimensions Group
Ohio
$5.54M +$1.55M +75,584 +45%
SFA
32
Sequoia Financial Advisors
Ohio
$5.47M +$604K +29,504 +14%
VAG
33
Vannoy Advisory Group
Texas
$5.43M +$4.89M +238,829 New
CCM
34
Carlson Capital Management
Minnesota
$5.26M -$3.65M -178,161 -44%
LPL Financial
35
LPL Financial
California
$4.99M +$1.47M +71,955 +49%
RWM
36
Rockwood Wealth Management
Pennsylvania
$4.6M +$1.69M +82,726 +69%
NA
37
NewEdge Advisors
Louisiana
$4.59M +$864K +42,162 +25%
OFA
38
Onyx Financial Advisors
Idaho
$4.44M +$547K +26,716 +16%
RCG
39
Resource Consulting Group
Florida
$4.38M +$901K +43,968 +30%
DAS
40
Dynamic Advisor Solutions
Arizona
$4.24M +$572K +27,938 +17%
RWM
41
Ruedi Wealth Management
Illinois
$4.04M +$615K +30,035 +20%
SWA
42
Sax Wealth Advisors
New Jersey
$3.98M +$1.91M +93,428 +114%
HSG
43
Helen Stephens Group
Texas
$3.98M +$541K +26,388 +18%
AP
44
Adero Partners
California
$3.85M -$346K -16,900 -9%
OA
45
Oceanside Advisors
South Carolina
$3.8M +$3.43M +167,295 New
GCA
46
Gradient Capital Advisors
California
$3.62M +$15.9K +777 +0.5%
AFS
47
Annapolis Financial Services
Maryland
$3.54M +$631K +30,787 +25%
Mariner
48
Mariner
Kansas
$3.41M +$776K +37,879 +34%
RJFSA
49
Raymond James Financial Services Advisors
Florida
$3.36M +$3.03M +147,678 New
SAM
50
Satovsky Asset Management
New York
$3.02M -$14.1K -690 -0.5%

DFAR Hedge Fund Activity: Q4 2023 in Review

186 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Dimensional US Real Estate ETF (DFAR) for Q4 2023, worth a combined $608M — up 29% from $471M a quarter earlier.

Buyers outnumbered sellers: 53 funds opened new DFAR positions and 10 closed out — a net gain of 43 holders — while 84 added to existing stakes and 38 trimmed.

The largest buyer was HighTower Advisors, adding an estimated $8.55M. The largest seller was Strategic Investment Solutions, cutting an estimated $29.4M.

  • 186 institutional investors held Dimensional US Real Estate ETF (DFAR) as of Q4 2023, up from 146 in Q3 2023.
  • Funds reported $608M of Dimensional US Real Estate ETF stock for Q4 2023, up 29% quarter-over-quarter.
  • 53 funds opened new Dimensional US Real Estate ETF positions in Q4 2023 and 10 closed out, a net change of +43 holders.
  • The largest Dimensional US Real Estate ETF buyer in Q4 2023 was HighTower Advisors, an estimated $8.55M added.
  • The largest Dimensional US Real Estate ETF seller in Q4 2023 was Strategic Investment Solutions, an estimated $29.4M sold.

Based on aggregated 13F filings for Q4 2023.