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Dimensional US Real Estate ETF

185 hedge funds and large institutions have $596M 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, 37 reducing their positions, and 10 closing their positions.

Holders
185
Holders Change
+40
Holders Change %
+27.59%
% of All Funds
2.71%
Holding in Top 10
20
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+66.67%
% of All Funds
0.29%
New
53
Increased
84
Reduced
37
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
BPA
26
Beacon Pointe Advisors
California
$6.6M +$1.07M +47,259 +19%
PFG
27
Pinnacle Financial Group
Illinois
$6.26M +$346K +15,207 +6%
FW
28
FirstPurpose Wealth
Utah
$6.12M +$708K +31,123 +13%
AWM
29
Austin Wealth Management
Texas
$5.97M -$1.29M -59,449 -18%
WDG
30
Wealth Dimensions Group
Ohio
$5.54M +$1.72M +75,584 +45%
SFA
31
Sequoia Financial Advisors
Ohio
$5.47M +$671K +29,504 +14%
VAG
32
Vannoy Advisory Group
Texas
$5.43M +$5.43M +238,829 New
CCM
33
Carlson Capital Management
Minnesota
$5.26M -$4.05M -178,161 -44%
LPL Financial
34
LPL Financial
California
$4.99M +$1.64M +71,955 +49%
RWM
35
Rockwood Wealth Management
Pennsylvania
$4.6M +$1.88M +82,726 +69%
NA
36
NewEdge Advisors
Louisiana
$4.59M +$929K +42,162 +25%
OFA
37
Onyx Financial Advisors
Idaho
$4.44M +$608K +26,716 +16%
RCG
38
Resource Consulting Group
Florida
$4.38M +$1,000K +43,968 +30%
DAS
39
Dynamic Advisor Solutions
Arizona
$4.24M +$625K +27,938 +17%
RWM
40
Ruedi Wealth Management
Illinois
$4.04M +$683K +30,035 +20%
SWA
41
Sax Wealth Advisors
New Jersey
$3.98M +$2.12M +93,428 +114%
HSG
42
Helen Stephens Group
Texas
$3.98M +$600K +26,388 +18%
AP
43
Adero Partners
California
$3.85M -$384K -16,900 -9%
OA
44
Oceanside Advisors
South Carolina
$3.8M +$3.8M +167,295 New
GCA
45
Gradient Capital Advisors
California
$3.62M +$17.7K +777 +0.5%
AFS
46
Annapolis Financial Services
Maryland
$3.54M +$700K +30,787 +25%
Mariner
47
Mariner
Kansas
$3.41M +$861K +37,879 +34%
RJFSA
48
Raymond James Financial Services Advisors
Florida
$3.36M +$3.36M +147,678 New
SAM
49
Satovsky Asset Management
New York
$3.02M -$15.7K -690 -0.5%
BSW
50
Buckingham Strategic Wealth
Missouri
$3.01M +$1.39M +61,146 +86%