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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
WFAG
151
Wescott Financial Advisory Group
Pennsylvania
$237K +$214K +10,439 New
CPA
152
Cardiff Park Advisors
California
$223K +$225 +11 +0.1%
TC
153
TownSquare Capital
Utah
$214K +$193K +9,415 New
WCFA
154
Walkner Condon Financial Advisors
Wisconsin
$211K +$190K +9,297 New
SIG
155
Spinnaker Investment Group
California
$205K -$4.35M -212,266 -96%
Royal Bank of Canada
156
Royal Bank of Canada
Ontario, Canada
$175K -$291K -14,229 -65%
UB
157
UMB Bank
Missouri
$156K +$40.9K +1,997 +41%
SWM
158
Spire Wealth Management
Virginia
$138K +$68.6K +3,351 +116%
MFA
159
McClarren Financial Advisors
Pennsylvania
$127K +$1.43K +70 +1%
FFA
160
Frazier Financial Advisors
Ohio
$124K +$111K +5,434 New
FFA
161
Farther Finance Advisors
California
$109K +$77.2K +3,766 +359%
BCM
162
Blume Capital Management
California
$104K
CTWM
163
Cherry Tree Wealth Management
Minnesota
$104K +$93.3K +4,552 New
ME
164
McIlrath & Eck
Washington
$95.8K +$81.9K +4,000 +1,860%
JP Morgan Chase
165
JP Morgan Chase
New York
$73.1K -$19.1K -933 -23%
BTI
166
Blue Trust Inc
Georgia
$71K +$56.8K +2,774 +324%
AF
167
Allworth Financial
California
$54.5K -$34.5K -1,683 -41%
AF
168
Advisornet Financial
Minnesota
$41.5K +$10.7K +520 +40%
AWM
169
Able Wealth Management
New Jersey
$33.8K +$30.4K +1,484 New
SSB
170
Sandy Spring Bank
Maryland
$30.4K +$27.3K +1,335 New
Comerica Bank
171
Comerica Bank
Texas
$26.8K
LC
172
Lindbrook Capital
California
$25.5K
OCM
173
Orion Capital Management
California
$23.6K
SIC
174
SJS Investment Consulting
Ohio
$16.5K
AWM
175
Angeles Wealth Management
California
$12.9K +$11.7K +569 New

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.