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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
FFA
176
Farther Finance Advisors
California
$170K +$51.8K +2,139 +48%
Wells Fargo
177
Wells Fargo
California
$160K +$151K +6,254 New
FFA
178
Frazier Financial Advisors
Ohio
$152K
IA
179
IFP Advisors
Florida
$136K +$129K +5,311 New
AP
180
Aspect Partners
Virginia
$126K +$119K +4,925 New
Morgan Stanley
181
Morgan Stanley
New York
$123K +$34.4K +1,419 +42%
CTWM
182
Cherry Tree Wealth Management
Minnesota
$117K
BCM
183
Blume Capital Management
California
$116K -$605 -25 -0.5%
BTI
184
Blue Trust Inc
Georgia
$113K
ME
185
McIlrath & Eck
Washington
$108K
JP Morgan Chase
186
JP Morgan Chase
New York
$79.1K +$33.6K +1,387 +82%
HGA
187
Hobbs Group Advisors
South Carolina
$76.9K +$72.6K +3,000 New
AF
188
Advisornet Financial
Minnesota
$64.2K +$11.9K +490 +24%
BWL
189
Bogart Wealth LLC
Virginia
$43.5K
PG
190
Proffitt & Goodson
Tennessee
$31.2K +$29.5K +1,218 New
Comerica Bank
191
Comerica Bank
Texas
$30.2K
KSWA
192
Kathleen S. Wright Associates
Pennsylvania
$24.4K
CT
193
Colonial Trust
South Carolina
$17.5K
CAS
194
Coppell Advisory Solutions
Texas
$12.3K -$387 -16 -3%
EWA
195
EverSource Wealth Advisors
Alabama
$11.8K
ACM
196
Anfield Capital Management
California
$7.13K
OLVIG
197
Oliver Lagore Vanvalin Investment Group
Michigan
$5.54K +$387 +16 +8%
AWM
198
Angeles Wealth Management
California
$5.33K -$3.66K -151 -42%
Northwestern Mutual Wealth Management
199
Northwestern Mutual Wealth Management
Wisconsin
$5.15K +$4.87K +201 New
Qube Research & Technologies (QRT)
200
Qube Research & Technologies (QRT)
United Kingdom
$4.82K -$4.29K -177 -48%

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.