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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 %
Pathstone Holdings
51
Pathstone Holdings
New Jersey
$2.98M +$2.98M +130,916 New
EAM
52
Evanson Asset Management
California
$2.97M +$358K +15,735 +14%
PWM
53
PBMares Wealth Management
Virginia
$2.97M +$912K +40,118 +44%
SPWM
54
Straight Path Wealth Management
Michigan
$2.89M +$466K +20,512 +19%
DF
55
DecisionPoint Financial
Arizona
$2.83M +$80.7K +3,550 +3%
LFGO
56
Legacy Financial Group (Oklahoma)
Oklahoma
$2.81M +$1.8M +79,364 +180%
CPIG
57
Chicago Partners Investment Group
Illinois
$2.67M +$333K +15,343 +14%
GWM
58
Grand Wealth Management
Michigan
$2.64M -$44K -1,936 -2%
RPG
59
Resource Planning Group
Georgia
$2.52M +$2.52M +88,097 New
MCA
60
Maryland Capital Advisors
Maryland
$2.49M +$474K +20,850 +24%
WWWM
61
White Wing Wealth Management
Texas
$2.37M +$2.37M +104,472 New
Betterment LLC
62
Betterment LLC
New York
$2.26M +$624K +27,419 +38%
IWS
63
Integrity Wealth Solutions
Colorado
$2.26M +$2.26M +99,179 New
JC
64
Jentner Corp
Ohio
$2.19M -$2.31M -101,495 -51%
RA
65
RFG Advisory
Alabama
$2.18M +$1.64M +72,045 +302%
AWM
66
Apollon Wealth Management
South Carolina
$2.14M -$68.2K -3,000 -3%
MGWA
67
Monument Group Wealth Advisors
Massachusetts
$2.14M +$2.14M +93,947 New
Corient Private Wealth
68
Corient Private Wealth
Florida
$2.11M -$39.4K -1,732 -2%
CWM
69
CarsonAllaria Wealth Management
Illinois
$2.03M +$314K +13,807 +18%
SRCM
70
Signature Resources Capital Management
California
$2.01M +$2.01M +88,259 New
DI
71
Disciplined Investments
Oklahoma
$2M +$167K +7,330 +9%
SWG
72
Summit Wealth Group
Vermont
$1.99M +$171K +7,521 +9%
RFP
73
RCS Financial Planning
Maryland
$1.86M +$16.6K +730 +0.9%
SAG
74
SageView Advisory Group
California
$1.75M +$14.4K +660 +0.8%
W
75
WPWealth
Texas
$1.74M -$936K -41,178 -35%