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Dimensional US Real Estate ETF

145 hedge funds and large institutions have $459M invested in Dimensional US Real Estate ETF in 2023 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 86 increasing their positions, 30 reducing their positions, and 11 closing their positions.

Holders
145
Holders Change
+6
Holders Change %
+4.32%
% of All Funds
2.31%
Holding in Top 10
12
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-25%
% of All Funds
0.19%
New
18
Increased
86
Reduced
30
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
DFC
76
DBK Financial Counsel
Ohio
$989K +$18.2K +930 +2%
AIS
77
American Investment Services
Massachusetts
$935K -$21.8K -1,115 -2%
GTAM
78
Global Trust Asset Management
Florida
$906K -$65.5K -3,354 -7%
MFT
79
Moisand Fitzgerald Tamayo
Florida
$898K +$58.2K +2,979 +7%
KAS
80
Kestra Advisory Services
Texas
$892K +$230K +11,791 +35%
Osaic Holdings
81
Osaic Holdings
Arizona
$890K +$344K +17,616 +63%
DWM
82
Drive Wealth Management
Utah
$887K -$302K -15,451 -25%
LFGO
83
Legacy Financial Group (Oklahoma)
Oklahoma
$861K +$317K +16,245 +58%
AA
84
Advisory Alpha
Michigan
$829K -$18K -924 -2%
FWP
85
Firethorn Wealth Partners
Georgia
$818K -$41.4K -2,119 -5%
SFP
86
Sterling Financial Planning
New Jersey
$745K +$180K +9,242 +32%
ALWM
87
Andrews Lucia Wealth Management
California
$731K +$52.1K +2,667 +8%
GJIA
88
Glass Jacobson Investment Advisors
Maryland
$678K +$149K +7,644 +28%
Susquehanna International Group
89
Susquehanna International Group
Pennsylvania
$666K +$171K +8,739 +34%
SHFA
90
SC&H Financial Advisors
Maryland
$606K -$27.1K -1,389 -4%
PWIA
91
Porter White Investment Advisors
Alabama
$561K +$153K +7,823 +37%
RA
92
RFG Advisory
Alabama
$466K +$56.8K +2,909 +14%
FOA
93
Five Oceans Advisors
California
$462K +$5.39K +276 +1%
CAM
94
CPA Asset Management
Florida
$435K +$435K +22,276 New
WCA
95
Waypoint Capital Advisors
Minnesota
$432K
VF
96
Vawter Financial
Ohio
$432K -$62.3K -3,190 -13%
Royal Bank of Canada
97
Royal Bank of Canada
Ontario, Canada
$427K +$229K +11,745 +115%
Goldman Sachs
98
Goldman Sachs
New York
$380K +$380K +19,463 New
NWM
99
Northwest Wealth Management
Iowa
$365K -$2.91K -149 -0.8%
CCA
100
Cravens & Co Advisors
Tennessee
$363K -$17.6K -901 -5%