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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
SW
151
Simplicity Wealth
New Jersey
$325K -$9.37K -387 -3%
AI
152
Atria Investments
North Carolina
$321K +$303K +12,510 New
YWM
153
Yoder Wealth Management
California
$318K -$3.97K -164 -1%
AWM
154
Arista Wealth Management
Nevada
$312K -$283K -11,709 -49%
EFP
155
EnRich Financial Partners
Wisconsin
$311K
HKIMG
156
Hutchens & Kramer Investment Management Group
Indiana
$307K -$10.1K -417 -3%
CPA
157
Cardiff Park Advisors
California
$306K +$51.6K +2,132 +22%
WP
158
Wealthspan Partners
Iowa
$303K +$45.3K +1,871 +19%
PWA
159
Physician Wealth Advisors
Utah
$291K +$36.8K +1,520 +15%
BCM
160
Brookstone Capital Management
Illinois
$291K +$13.5K +557 +5%
EP
161
Essential Planning
New Hampshire
$284K -$8.52K -352 -3%
SSB
162
Sandy Spring Bank
Maryland
$269K +$112K +4,642 +79%
TWA
163
TCI Wealth Advisors
Arizona
$269K -$27.5K -1,136 -10%
WFAG
164
Wescott Financial Advisory Group
Pennsylvania
$268K
MWM
165
Mission Wealth Management
California
$258K -$12.1K -499 -5%
DW
166
Dodds Wealth
Colorado
$255K -$186K -7,689 -43%
TC
167
TownSquare Capital
Utah
$243K
Chevy Chase Trust
168
Chevy Chase Trust
Maryland
$230K +$217K +8,984 New
FG
169
Foster Group
Iowa
$226K +$213K +8,806 New
BOSSRA
170
B.O.S.S. Retirement Advisors
Utah
$224K +$211K +8,723 New
Jane Street
171
Jane Street
New York
$222K -$808K -33,361 -79%
RCAG
172
Rehmann Capital Advisory Group
Michigan
$215K +$203K +8,375 New
GHA
173
Granite Harbor Advisors
Texas
$213K +$201K +8,302 New
CA
174
Claris Advisors
Missouri
$204K +$193K +7,966 New
UB
175
UMB Bank
Missouri
$176K

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.