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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
BHWM
1
Beaird Harris Wealth Management
Texas
$39.2M +$1.11M +54,403 +3%
EGWAG
2
Elwood & Goetz Wealth Advisory Group
Georgia
$37.7M +$1.74M +84,936 +5%
HighTower Advisors
3
HighTower Advisors
Illinois
$36.6M +$8.55M +417,521 +35%
B
4
Bridgeworth
Alabama
$30.2M +$554K +27,038 +2%
RIP
5
RAM Investment Partners
Washington
$24.8M -$1.49M -72,778 -6%
RK
6
Rather & Kittrell
Tennessee
$18.5M +$523K +25,530 +3%
BFA
7
Brown Financial Advisory
Alabama
$15.3M +$458K +22,368 +3%
FMWA
8
Forvis Mazars Wealth Advisors
Missouri
$13.3M +$482K +23,529 +4%
BEW
9
Burton Enright Welch
California
$12.3M -$1.68M -81,966 -13%
AWM
10
AE Wealth Management
Kansas
$12M +$2.81M +137,031 +33%
BA
11
Bridgewater Advisors
New York
$11.6M +$2.27M +110,830 +28%
IWC
12
Integrated Wealth Concepts
Massachusetts
$11.3M -$121K -5,901 -1%
WCWM
13
Willow Creek Wealth Management
California
$9.61M +$3.52M +172,018 +69%
FFM
14
Forum Financial Management
Illinois
$9.45M -$832K -40,595 -9%
CPW
15
Crestmont Private Wealth
Texas
$8.88M +$8M +390,470 New
AWM
16
Arista Wealth Management
Nevada
$8.41M -$6.52M -318,340 -46%
CWM
17
Core Wealth Management
Florida
$8.37M +$201K +9,806 +3%
FW
18
Fidato Wealth
Ohio
$8.23M +$7.42M +362,042 New
GOCP
19
Great Oak Capital Partners
Massachusetts
$8.2M +$7.38M +360,480 New
PFM
20
Phillips Financial Management
Indiana
$8.19M +$346K +16,876 +5%
RS
21
Retirement Solution
Washington
$7.8M +$253K +12,363 +4%
RFP
22
Root Financial Partners
California
$7.72M +$1.66M +80,946 +31%
APC
23
Asset Planning Corporation
Tennessee
$7.66M +$722K +35,264 +12%
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$7.53M +$935K +45,621 +16%
SC
25
Savant Capital
Illinois
$6.74M -$2.2M -107,518 -27%

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.