Dimensional US Real Estate ETF
DFAR
DFAR
138 hedge funds and large institutions have $385M invested in Dimensional US Real Estate ETF in 2023 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 82 increasing their positions, 24 reducing their positions, and 7 closing their positions.
New
Increased
Maintained
Reduced
Closed
more first-time investments, than exits
New positions opened: | Existing positions closed:
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
more funds holding in top 10
Funds holding in top 10: →
more capital invested
Capital invested by funds: $ → $
12% more funds holding
Funds holding: 123 → 138 (+15)
2.09% more ownership
Funds ownership: 71.34% → 73.43% (+2.1%)
Holders
138
Holding in Top 10
18
Calls
–
Puts
–
Top Buyers
| 1 | +$30.3M | |
| 2 | +$30.2M | |
| 3 | +$14.2M | |
| 4 |
IWC
Integrated Wealth Concepts
Waltham,
Massachusetts
|
+$10.2M |
| 5 |
LGWM
Litman Gregory Wealth Management
Larkspur,
California
|
+$7.73M |
Top Sellers
| 1 | -$24M | |
| 2 | -$11.5M | |
| 3 | -$11.1M | |
| 4 |
W
WPWealth
Fort Worth,
Texas
|
-$1.85M |
| 5 |
BEW
Burton Enright Welch
Walnut Creek,
California
|
-$992K |