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Dimensional US Real Estate ETF

235 hedge funds and large institutions have $894M invested in Dimensional US Real Estate ETF in 2024 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 110 increasing their positions, 57 reducing their positions, and 15 closing their positions.

Holders
235
Holders Change
+27
Holders Change %
+12.98%
% of All Funds
3.13%
Holding in Top 10
23
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+35.29%
% of All Funds
0.31%
New
46
Increased
110
Reduced
57
Closed
15
Calls
$44K
Puts
Net Calls
+$44K
Net Calls Change
+$44K
Name Market Value Shares Shares
Change
Shares
Change %
DAS
26
Dynamic Advisor Solutions
Arizona
$8.73M 375,259 +13,250 +4%
AWM
27
Aprio Wealth Management
Georgia
$8.67M 372,719 +81,516 +28%
CPW
28
Crestmont Private Wealth
Texas
$8.46M 363,767 +10,074 +3%
SFA
29
Sequoia Financial Advisors
Ohio
$8.19M 351,886 +20,480 +6%
HSG
30
Helen Stephens Group
Texas
$7.65M 328,758 -51,897 -14%
DWM
31
Diversify Wealth Management
Utah
$7.25M 324,288 -4,774 -1%
LPL Financial
32
LPL Financial
California
$6.93M 297,768 +25,148 +9%
OFA
33
Onyx Financial Advisors
Idaho
$6.83M 293,634 +12,272 +4%
JTWM
34
Jackson Thornton Wealth Management
Alabama
$6.77M 290,766 +59,220 +26%
Raymond James Financial
35
Raymond James Financial
Florida
$6.66M 286,205 +286,205 New
BPA
36
Beacon Pointe Advisors
California
$6.37M 273,707 -1,084 -0.4%
FMWA
37
Forvis Mazars Wealth Advisors
Missouri
$6.25M 268,614 -110,887 -29%
TFO
38
Timonier Family Office
North Carolina
$5.79M 248,921 +248,921 New
VAG
39
Vannoy Advisory Group
Texas
$5.71M 245,206 -1,286 -0.5%
PFG
40
Pinnacle Financial Group
Illinois
$5.57M 239,553 -19,108 -7%
AWM
41
Austin Wealth Management
Texas
$5.45M 234,015 -9,048 -4%
PS
42
Pinney & Scofield
Massachusetts
$5.3M 227,805 +227,805 New
Betterment LLC
43
Betterment LLC
New York
$5.29M 227,353 +19,178 +9%
PWM
44
PBMares Wealth Management
Virginia
$5.25M 225,486 +7,502 +3%
APC
45
Asset Planning Corporation
Tennessee
$5.21M 224,038 -103,623 -32%
EAM
46
Evanson Asset Management
California
$5.14M 220,894 +7,398 +3%
CW
47
Curio Wealth
Maryland
$4.83M 207,569 +207,569 New
HWM
48
Hemington Wealth Management
Virginia
$4.8M 206,478 +30,956 +18%
PFA
49
Pillar Financial Advisors
Kentucky
$4.79M 205,700 +205,700 New
RWM
50
Rockwood Wealth Management
Pennsylvania
$4.66M 202,152 -14,200 -7%