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Dimensional US Real Estate ETF

139 hedge funds and large institutions have $439M invested in Dimensional US Real Estate ETF in 2023 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 87 increasing their positions, 32 reducing their positions, and 9 closing their positions.

Holders
139
Holders Change
+2
Holders Change %
+1.46%
% of All Funds
2.19%
Holding in Top 10
16
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5.88%
% of All Funds
0.25%
New
12
Increased
87
Reduced
32
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
DAS
51
Dynamic Advisor Solutions
Arizona
$1.82M +$585K +27,194 +48%
PWM
52
PBMares Wealth Management
Virginia
$1.8M +$218K +10,117 +14%
DI
53
Disciplined Investments
Oklahoma
$1.69M +$213K +9,901 +14%
SWG
54
Summit Wealth Group
Vermont
$1.68M -$27.9M -1,297,270 -94%
Envestnet Asset Management
55
Envestnet Asset Management
Illinois
$1.65M +$581K +26,976 +54%
SAG
56
SageView Advisory Group
California
$1.63M +$15.6K +723 +1%
MCA
57
Maryland Capital Advisors
Maryland
$1.61M +$274K +12,737 +21%
CPIG
58
Chicago Partners Investment Group
Illinois
$1.53M +$661K +30,318 +76%
RFP
59
RCS Financial Planning
Maryland
$1.5M +$111K +5,171 +8%
BSW
60
Buckingham Strategic Wealth
Missouri
$1.48M +$548K +25,456 +59%
THL
61
Tillman Hartley LLC
Colorado
$1.41M +$358K +16,628 +34%
MML Investors Services
62
MML Investors Services
Massachusetts
$1.38M +$336K +15,596 +32%
DWM
63
Drive Wealth Management
Utah
$1.31M -$660K -30,679 -33%
API
64
Advisor Partners II
California
$1.27M +$155K +7,218 +14%
CWM
65
CarsonAllaria Wealth Management
Illinois
$1.21M +$136K +6,303 +13%
HCM
66
Hutchinson Capital Management
California
$1.17M +$383K +17,787 +49%
SFS
67
Sowell Financial Services
Arkansas
$1.15M +$11.5K +536 +1%
AC
68
Applied Capital
Arkansas
$1.12M +$159K +7,405 +17%
CA
69
CGN Advisors
Kansas
$1.08M +$368K +17,098 +51%
GTAM
70
Global Trust Asset Management
Florida
$1.07M +$22 +1 +0%
DFC
71
DBK Financial Counsel
Ohio
$1.07M
AIS
72
American Investment Services
Massachusetts
$1.05M +$226K +10,512 +27%
SWA
73
Sax Wealth Advisors
New Jersey
$1.02M +$744K +34,595 +275%
PA
74
PFG Advisors
Arizona
$990K +$277K +12,868 +39%
FWP
75
Firethorn Wealth Partners
Georgia
$947K +$73.9K +3,432 +8%