DFAR icon

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 %
WWM
101
Wolff Wiese Magana
California
$332K -$20K -932 -6%
PWIA
102
Porter White Investment Advisors
Alabama
$325K +$46.7K +2,174 +17%
JFG
103
JMG Financial Group
Illinois
$308K +$308K +14,344 New
USCWA
104
U.S. Capital Wealth Advisors
Texas
$284K +$15.1K +703 +6%
MWM
105
Modera Wealth Management
New Jersey
$283K -$10.9K -508 -4%
BA
106
Bridge Advisory
California
$283K -$151K -7,025 -35%
SWA
107
Sax Wealth Advisors
New Jersey
$270K +$270K +12,577 New
HWMT
108
Heritage Wealth Management (Texas)
Texas
$241K -$14.7K -685 -6%
BCM
109
Brookstone Capital Management
Illinois
$231K -$134K -6,257 -37%
WCA
110
Waypoint Capital Advisors
Minnesota
$222K +$222K +10,313 New
NWM
111
Northwest Wealth Management
Iowa
$216K -$1.46K -68 -0.7%
AF
112
Allworth Financial
California
$185K
TWA
113
TCI Wealth Advisors
Arizona
$182K +$22.2K +1,034 +14%
Royal Bank of Canada
114
Royal Bank of Canada
Ontario, Canada
$158K +$2.01K +94 +1%
BHWM
115
Bay Harbor Wealth Management
Maryland
$131K +$100K +4,662 +322%
Bank of America
116
Bank of America
North Carolina
$107K +$107K +5,000 New
BCM
117
Blume Capital Management
California
$92.9K
SWG
118
Summit Wealth Group
Vermont
$64K +$64K +1,375,188 New
FFA
119
Farther Finance Advisors
California
$56.2K +$56.2K +2,616 New
Qube Research & Technologies (QRT)
120
Qube Research & Technologies (QRT)
United Kingdom
$40.8K +$40.8K +1,900 New
SIC
121
SJS Investment Consulting
Ohio
$34.6K +$1.76K +82 +5%
AF
122
Advisornet Financial
Minnesota
$21.2K +$2.88K +134 +16%
EWA
123
EverSource Wealth Advisors
Alabama
$17K -$133K -6,212 -89%
BFEC
124
Benjamin F. Edwards & Company
Missouri
$16K -$11.5M -523,903 -100%
Morgan Stanley
125
Morgan Stanley
New York
$14.7K -$30.2K -1,403 -67%