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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 %
EFG
51
Elios Financial Group
Ohio
$4.63M 198,780 +647 +0.3%
FH
52
Financial Harvest
Florida
$4.53M 194,763 +194,763 New
CPIG
53
Chicago Partners Investment Group
Illinois
$4.43M 193,519 +5,547 +3%
DF
54
DecisionPoint Financial
Arizona
$4.39M 188,849 +8,815 +5%
LFGO
55
Legacy Financial Group (Oklahoma)
Oklahoma
$4.36M 187,192 +23,163 +14%
OA
56
Oceanside Advisors
South Carolina
$4.35M 186,773 +4,061 +2%
SPWM
57
Straight Path Wealth Management
Michigan
$4.33M 185,913 +8,543 +5%
GCA
58
Gradient Capital Advisors
California
$4.29M 184,165 +5,393 +3%
RWM
59
Ruedi Wealth Management
Illinois
$3.87M 166,468 -6,343 -4%
CC
60
Citrine Capital
California
$3.73M 160,397 +160,397 New
GWM
61
Grand Wealth Management
Michigan
$3.32M 142,655 +27,971 +24%
AWMNY
62
Arcadia Wealth Management (New York)
New York
$3.23M 138,731 +138,731 New
AWM
63
AE Wealth Management
Kansas
$3.22M 138,466 +2,991 +2%
MCA
64
Maryland Capital Advisors
Maryland
$3.16M 135,613 +10,682 +9%
IWS
65
Integrity Wealth Solutions
Colorado
$3.15M 135,325 +18,241 +16%
IWC
66
Integrated Wealth Concepts
Massachusetts
$3.08M 132,240 -12,736 -9%
Envestnet Asset Management
67
Envestnet Asset Management
Illinois
$3.01M 129,198 +35,407 +38%
AI
68
Atria Investments
North Carolina
$3M 128,959 +116,449 +931%
Pathstone Holdings
69
Pathstone Holdings
New Jersey
$2.99M 128,415 +28,487 +29%
SA
70
Seneschal Advisors
Washington
$2.86M 122,862 +122,862 New
Mercer Global Advisors
71
Mercer Global Advisors
Colorado
$2.79M 119,866 +322 +0.3%
CWM
72
CarsonAllaria Wealth Management
Illinois
$2.77M 118,918 +4,522 +4%
BWMG
73
Bannerman Wealth Management Group
Texas
$2.72M 116,681 +116,681 New
SIS
74
Strategic Investment Solutions
Illinois
$2.64M 105,431 +11,747 +13%
BWA
75
BCU Wealth Advisors
Illinois
$2.54M 109,249 +17,127 +19%