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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
W
76
WPWealth
Texas
$1.74M -$844K -41,178 -35%
THL
77
Tillman Hartley LLC
Colorado
$1.69M +$96.2K +4,697 +7%
MML Investors Services
78
MML Investors Services
Massachusetts
$1.67M +$84.6K +4,129 +6%
GJIA
79
Glass Jacobson Investment Advisors
Maryland
$1.53M +$669K +32,634 +94%
SIS
80
Strategic Investment Solutions
Illinois
$1.49M -$29.4M -1,437,449 -96%
Envestnet Asset Management
81
Envestnet Asset Management
Illinois
$1.44M +$121K +5,924 +10%
BIG
82
Builder Investment Group
Georgia
$1.42M +$196K +9,555 +18%
CA
83
CGN Advisors
Kansas
$1.39M +$214K +10,429 +21%
FPCG
84
Forum Private Client Group
Indiana
$1.39M +$1.25M +61,050 New
SFS
85
Sowell Financial Services
Arkansas
$1.38M +$48.8K +2,381 +4%
Jane Street
86
Jane Street
New York
$1.37M +$1.24M +60,452 New
AC
87
Applied Capital
Arkansas
$1.36M +$68.1K +3,323 +6%
AIS
88
American Investment Services
Massachusetts
$1.35M +$238K +11,639 +24%
JFG
89
JMG Financial Group
Illinois
$1.33M +$905K +44,181 +308%
PA
90
PFG Advisors
Arizona
$1.31M +$137K +6,700 +13%
DPW
91
DiNuzzo Private Wealth
Pennsylvania
$1.25M +$1.13M +55,032 New
BWA
92
BCU Wealth Advisors
Illinois
$1.22M +$1.1M +53,592 New
TCWM
93
Total Clarity Wealth Management
Illinois
$1.22M +$1.1M +53,537 New
MRWM
94
ML&R Wealth Management
Texas
$1.16M +$1.05M +51,099 New
HCM
95
Hutchinson Capital Management
California
$1.15M -$75.9K -3,703 -7%
SFP
96
Sterling Financial Planning
New Jersey
$1.15M +$253K +12,358 +32%
PWIA
97
Porter White Investment Advisors
Alabama
$1.14M +$435K +21,214 +74%
AWMNH
98
Arcadia Wealth Management (New Hampshire)
New Hampshire
$1.08M +$977K +47,711 New
Morgan Stanley
99
Morgan Stanley
New York
$1.08M +$967K +47,179 +26,357%
MFT
100
Moisand Fitzgerald Tamayo
Florida
$1.06M +$12K +584 +1%

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.