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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.

New
Increased
Maintained
Reduced
Closed
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 %
THL
76
Tillman Hartley LLC
Colorado
$1.69M +$107K +4,697 +7%
MML Investors Services
77
MML Investors Services
Massachusetts
$1.67M +$93.9K +4,129 +6%
GJIA
78
Glass Jacobson Investment Advisors
Maryland
$1.53M +$742K +32,634 +94%
SIS
79
Strategic Investment Solutions
Illinois
$1.49M -$32.7M -1,437,449 -96%
Envestnet Asset Management
80
Envestnet Asset Management
Illinois
$1.44M +$135K +5,924 +10%
BIG
81
Builder Investment Group
Georgia
$1.42M +$217K +9,555 +18%
CA
82
CGN Advisors
Kansas
$1.39M +$237K +10,429 +21%
FPCG
83
Forum Private Client Group
Indiana
$1.39M +$1.39M +61,050 New
SFS
84
Sowell Financial Services
Arkansas
$1.38M +$54.1K +2,381 +4%
Jane Street
85
Jane Street
New York
$1.37M +$1.37M +60,452 New
AC
86
Applied Capital
Arkansas
$1.36M +$75.6K +3,323 +6%
AIS
87
American Investment Services
Massachusetts
$1.35M +$265K +11,639 +24%
JFG
88
JMG Financial Group
Illinois
$1.33M +$1M +44,181 +308%
PA
89
PFG Advisors
Arizona
$1.31M +$152K +6,700 +13%
DPW
90
DiNuzzo Private Wealth
Pennsylvania
$1.25M +$1.25M +55,032 New
BWA
91
BCU Wealth Advisors
Illinois
$1.22M +$1.22M +53,592 New
TCWM
92
Total Clarity Wealth Management
Illinois
$1.22M +$1.22M +53,537 New
MRWM
93
ML&R Wealth Management
Texas
$1.16M +$1.16M +51,099 New
HCM
94
Hutchinson Capital Management
California
$1.15M -$84.2K -3,703 -7%
SFP
95
Sterling Financial Planning
New Jersey
$1.15M +$281K +12,358 +32%
PWIA
96
Porter White Investment Advisors
Alabama
$1.14M +$482K +21,214 +74%
AWMNH
97
Arcadia Wealth Management (New Hampshire)
New Hampshire
$1.08M +$1.08M +47,711 New
Morgan Stanley
98
Morgan Stanley
New York
$1.08M +$1.07M +47,179 +26,357%
MFT
99
Moisand Fitzgerald Tamayo
Florida
$1.06M +$13.3K +584 +1%
ALWM
100
Andrews Lucia Wealth Management
California
$999K +$148K +6,490 +17%