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Dimensional US Real Estate ETF

209 hedge funds and large institutions have $850M invested in Dimensional US Real Estate ETF in 2024 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 88 increasing their positions, 68 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 7

29% more repeat investments, than reductions

Existing positions increased: 88 | Existing positions reduced: 68

20% more funds holding in top 10

Funds holding in top 10: 1518 (+3)

19% more capital invested

Capital invested by funds: $716M → $850M (+$134M)

11% more funds holding

Funds holding: 189209 (+20)

0.05% less ownership

Funds ownership: 69.48%69.44% (-0.05%)

Holders
209
Holders Change
+20
Holders Change %
+10.58%
% of All Funds
3%
Holding in Top 10
18
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+20%
% of All Funds
0.26%
New
28
Increased
88
Reduced
68
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AF
101
Allworth Financial
California
$1.12M -$110K -4,562 -9%
HCM
102
Hutchinson Capital Management
California
$1.12M
PWIA
103
Porter White Investment Advisors
Alabama
$1.1M -$10K -413 -1%
WAM
104
Weinberger Asset Management
California
$1.1M +$182K +7,511 +21%
AIS
105
American Investment Services
Massachusetts
$1.1M -$83.9K -3,467 -7%
Royal Bank of Canada
106
Royal Bank of Canada
Ontario, Canada
$1.09M +$51.1K +2,111 +5%
AC
107
AWM Capital
Arizona
$1.06M +$1M +41,369 New
SFP
108
Sterling Financial Planning
New Jersey
$1.05M -$22.1K -913 -2%
GVAG
109
Great Valley Advisor Group
Delaware
$989K +$508 +21 +0.1%
KAS
110
Kestra Advisory Services
Texas
$947K -$85.3K -3,525 -9%
AA
111
Advisory Alpha
Michigan
$944K -$25.6K -1,057 -3%
HWMC
112
Heritage Wealth Management (California)
California
$939K -$27.6K -1,138 -3%
SFS
113
Sowell Financial Services
Arkansas
$930K -$742K -30,653 -46%
PAG
114
Private Advisor Group
New Jersey
$893K +$28.5K +1,178 +3%
TIAM2
115
Tru Independence Asset Management 2
Oregon
$891K +$841K +34,743 New
GTAM
116
Global Trust Asset Management
Florida
$871K -$78.1K -3,225 -9%
AC
117
Apella Capital
Connecticut
$783K +$250K +10,316 +50%
MWA
118
Monograph Wealth Advisors
California
$783K +$4.07K +168 +0.6%
DFC
119
DBK Financial Counsel
Ohio
$776K -$218K -9,024 -23%
LWM
120
Lodestone Wealth Management
Washington
$730K +$124K +5,119 +28%
CG
121
Caprock Group
Idaho
$716K +$676K +27,921 New
TC
122
TAGStone Capital
North Carolina
$704K +$3.39K +140 +0.5%
SFC
123
Sprinkle Financial Consultants
Colorado
$701K +$3.78K +156 +0.6%
DPI
124
Diversified Portfolios Inc
Michigan
$676K -$10.1K -417 -2%
FOA
125
Five Oceans Advisors
California
$673K -$15.5K -641 -2%

DFAR Hedge Fund Activity: Q3 2024 in Review

209 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Dimensional US Real Estate ETF (DFAR) for Q3 2024, worth a combined $850M — up 19% from $716M a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new DFAR positions and 7 closed out — a net gain of 21 holders — while 88 added to existing stakes and 68 trimmed.

The largest buyer was Focus Partners Wealth, opening a new position worth an estimated $6.2M. The largest seller was Forvis Mazars Wealth Advisors, cutting an estimated $3.33M.

  • 209 institutional investors held Dimensional US Real Estate ETF (DFAR) as of Q3 2024, up from 189 in Q2 2024.
  • Funds reported $850M of Dimensional US Real Estate ETF stock for Q3 2024, up 19% quarter-over-quarter.
  • 28 funds opened new Dimensional US Real Estate ETF positions in Q3 2024 and 7 closed out, a net change of +21 holders.
  • The largest Dimensional US Real Estate ETF buyer in Q3 2024 was Focus Partners Wealth, an estimated $6.2M added.
  • The largest Dimensional US Real Estate ETF seller in Q3 2024 was Forvis Mazars Wealth Advisors, an estimated $3.33M sold.

Based on aggregated 13F filings for Q3 2024.