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Dimensional US Real Estate ETF

137 hedge funds and large institutions have $374M invested in Dimensional US Real Estate ETF in 2023 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 82 increasing their positions, 23 reducing their positions, and 7 closing their positions.

Holders
137
Holders Change
+15
Holders Change %
+12.3%
% of All Funds
2.19%
Holding in Top 10
17
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+70%
% of All Funds
0.27%
New
25
Increased
82
Reduced
23
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CPIG
76
Chicago Partners Investment Group
Illinois
$850K +$579K +27,246 +214%
AIS
77
American Investment Services
Massachusetts
$814K
FOA
78
Five Oceans Advisors
California
$810K +$70.7K +3,289 +10%
FTUS
79
Flow Traders U.S.
New York
$798K +$798K +37,132 New
BIG
80
Builder Investment Group
Georgia
$788K +$263K +12,240 +50%
HCM
81
Hutchinson Capital Management
California
$784K +$37.5K +1,747 +5%
SHFA
82
SC&H Financial Advisors
Maryland
$722K +$56.5K +2,628 +8%
CA
83
CGN Advisors
Kansas
$714K +$199K +9,253 +39%
PA
84
PFG Advisors
Arizona
$712K +$712K +33,139 New
ALWM
85
Andrews Lucia Wealth Management
California
$680K +$114K +5,298 +20%
Betterment LLC
86
Betterment LLC
New York
$676K +$304K +14,144 +82%
Citadel Advisors
87
Citadel Advisors
Florida
$591K +$591K +27,486 New
SFP
88
Sterling Financial Planning
New Jersey
$587K +$17K +790 +3%
GA
89
Greenspring Advisors
Maryland
$567K +$567K +26,405 New
KAS
90
Kestra Advisory Services
Texas
$530K +$75.9K +3,534 +17%
CCA
91
Cravens & Co Advisors
Tennessee
$521K -$54.1K -2,516 -9%
FPCG
92
Forum Private Client Group
Indiana
$508K +$137K +6,398 +37%
BCM
93
Brainard Capital Management
Texas
$507K +$224K +10,400 +79%
VF
94
Vawter Financial
Ohio
$490K +$159K +7,419 +48%
MCM
95
Morton Capital Management
California
$456K +$8.25K +384 +2%
CPA
96
Cardiff Park Advisors
California
$412K +$43 +2 +0%
WP
97
WealthSource Partners
California
$391K -$748K -34,799 -66%
HKIMG
98
Hutchens & Kramer Investment Management Group
Indiana
$377K +$377K +17,544 New
CIAS
99
CFS Investment Advisory Services
New Jersey
$351K +$43.6K +2,031 +14%
OCM
100
Orion Capital Management
California
$350K +$85.6K +3,984 +32%