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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 %
AA
76
Advisory Alpha
Michigan
$934K +$4.89K +227 +0.5%
MFT
77
Moisand Fitzgerald Tamayo
Florida
$926K -$74.9K -3,481 -7%
Betterment LLC
78
Betterment LLC
New York
$852K +$175K +8,135 +26%
BIG
79
Builder Investment Group
Georgia
$829K +$39.3K +1,826 +5%
FPCG
80
Forum Private Client Group
Indiana
$782K +$273K +12,698 +54%
Jane Street
81
Jane Street
New York
$750K -$1.34M -62,119 -64%
ALWM
82
Andrews Lucia Wealth Management
California
$748K +$67K +3,115 +10%
KAS
83
Kestra Advisory Services
Texas
$729K +$198K +9,207 +37%
SIS
84
Strategic Investment Solutions
Illinois
$708K -$449K -21,740 -39%
SHFA
85
SC&H Financial Advisors
Maryland
$698K -$25.3K -1,175 -3%
SFP
86
Sterling Financial Planning
New Jersey
$623K +$34.6K +1,610 +6%
Osaic Holdings
87
Osaic Holdings
Arizona
$602K -$356K -16,549 -37%
LFGO
88
Legacy Financial Group (Oklahoma)
Oklahoma
$599K +$599K +27,840 New
GJIA
89
Glass Jacobson Investment Advisors
Maryland
$582K +$582K +27,067 New
Susquehanna International Group
90
Susquehanna International Group
Pennsylvania
$546K -$312K -14,491 -36%
VF
91
Vawter Financial
Ohio
$544K +$53.5K +2,486 +11%
FOA
92
Five Oceans Advisors
California
$503K -$307K -14,286 -38%
WCA
93
Waypoint Capital Advisors
Minnesota
$476K +$254K +11,814 +115%
RA
94
RFG Advisory
Alabama
$451K +$451K +20,945 New
PWIA
95
Porter White Investment Advisors
Alabama
$451K +$125K +5,826 +39%
CCA
96
Cravens & Co Advisors
Tennessee
$420K -$102K -4,754 -20%
NWM
97
Northwest Wealth Management
Iowa
$406K +$190K +8,812 +88%
MCM
98
Morton Capital Management
California
$404K -$51.7K -2,403 -11%
BA
99
Bridge Advisory
California
$392K +$109K +5,063 +39%
HKIMG
100
Hutchens & Kramer Investment Management Group
Indiana
$367K -$11K -510 -3%