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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 %
CIAS
101
CFS Investment Advisory Services
New Jersey
$344K -$7.7K -358 -2%
WWM
102
Wolff Wiese Magana
California
$322K -$9.6K -446 -3%
JFG
103
JMG Financial Group
Illinois
$309K
USCWA
104
U.S. Capital Wealth Advisors
Texas
$300K +$15.2K +706 +5%
GA
105
Greenspring Advisors
Maryland
$299K -$270K -12,526 -47%
MWM
106
Modera Wealth Management
New Jersey
$275K -$8.18K -380 -3%
Cambridge Investment Research Advisors
107
Cambridge Investment Research Advisors
Iowa
$240K +$240K +11,155 New
FWM
108
FMB Wealth Management
California
$236K +$236K +10,951 New
BCM
109
Brookstone Capital Management
Illinois
$234K +$799 +37 +0.3%
Royal Bank of Canada
110
Royal Bank of Canada
Ontario, Canada
$219K +$60.3K +2,800 +38%
Citadel Advisors
111
Citadel Advisors
Florida
$217K -$374K -17,388 -63%
HWMT
112
Heritage Wealth Management (Texas)
Texas
$207K -$33.8K -1,570 -14%
WP
113
WealthSource Partners
California
$207K -$184K -8,564 -47%
BHWM
114
Bay Harbor Wealth Management
Maryland
$204K +$73K +3,391 +55%
TWA
115
TCI Wealth Advisors
Arizona
$204K +$21.7K +1,009 +12%
TIM
116
Tortoise Investment Management
New York
$203K +$203K +9,424 New
PW
117
Peninsula Wealth
California
$202K +$202K +9,387 New
VCM
118
Versant Capital Management
Arizona
$167K +$167K +7,778 New
AF
119
Allworth Financial
California
$155K -$29.9K -1,388 -16%
CPA
120
Cardiff Park Advisors
California
$153K -$259K -12,037 -63%
MFA
121
McClarren Financial Advisors
Pennsylvania
$117K +$117K +5,470 New
UB
122
UMB Bank
Missouri
$105K +$105K +4,859 New
BCM
123
Blume Capital Management
California
$93.1K
JPMorgan Chase & Co
124
JPMorgan Chase & Co
New York
$83K -$991K -46,045 -92%
Carson Wealth (CWM LLC)
125
Carson Wealth (CWM LLC)
Nebraska
$67K +$61.8K +2,893 +1,191%