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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
EWA
176
EverSource Wealth Advisors
Alabama
$10.5K
BHWM
177
Bay Harbor Wealth Management
Maryland
$8.03K -$214K -10,444 -97%
OLVIG
178
Oliver Lagore Vanvalin Investment Group
Michigan
$6.57K +$1.66K +81 +39%
WP
179
WealthShield Partners
North Carolina
$4.64K
Bank of America
180
Bank of America
North Carolina
$4.62K -$819 -40 -16%
Northwestern Mutual Wealth Management
181
Northwestern Mutual Wealth Management
Wisconsin
$4.39K +$3.95K +193 New
ADL
182
Asset Dedication LLC
California
$1K
CCA
183
Criterion Capital Advisors
Tennessee
$160 +$143 +7 New
TRCT
184
Tower Research Capital (TRC)
New York
$136
WCA
185
Waypoint Capital Advisors
Minnesota
-$432K -22,127 Closed
Goldman Sachs
186
Goldman Sachs
New York
-$380K -19,463 Closed
CCA
187
Cravens & Co Advisors
Tennessee
-$363K -18,596 Closed
WWM
188
Wolff Wiese Magana
California
-$308K -15,777 Closed
Citadel Advisors
189
Citadel Advisors
Florida
-$268K -13,717 Closed
AIM
190
Anchor Investment Management
South Carolina
-$19.5K -1,000 Closed
Carson Wealth (CWM LLC)
191
Carson Wealth (CWM LLC)
Nebraska
-$4.98K -243 -100%
FWM
192
Focused Wealth Management
New York
-$2.03K -104 Closed
BEI
193
Benjamin Edwards Inc
Missouri
-$1K -28 Closed
US Bancorp
194
US Bancorp
Minnesota
-$254 -13 Closed
Fidelity Investments
195
Fidelity Investments
Massachusetts
-$39 -2 Closed

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.