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Dimensional US Real Estate ETF

235 hedge funds and large institutions have $894M invested in Dimensional US Real Estate ETF in 2024 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 110 increasing their positions, 57 reducing their positions, and 15 closing their positions.

Holders
235
Holders Change
+27
Holders Change %
+12.98%
% of All Funds
3.13%
Holding in Top 10
23
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+35.29%
% of All Funds
0.31%
New
46
Increased
110
Reduced
57
Closed
15
Calls
$44K
Puts
Net Calls
+$44K
Net Calls Change
+$44K
Name Market Value Shares Shares
Change
Shares
Change %
CA
101
CGN Advisors
Kansas
$1.61M 69,126 +1,826 +3%
PAM
102
Pacific Asset Management
Washington
$1.6M 68,655 +68,655 New
ALWM
103
Andrews Lucia Wealth Management
California
$1.57M 61,353 +3,469 +6%
AF
104
Allworth Financial
California
$1.57M 67,366 +23,492 +54%
SWA
105
Sterling Wealth Advisors
Florida
$1.53M 65,619 +65,619 New
JFG
106
JMG Financial Group
Illinois
$1.52M 65,266 -2,088 -3%
E
107
EntreWealth
Texas
$1.5M 58,751 +58,751 New
FPCG
108
Forum Private Client Group
Indiana
$1.44M 62,004 -15,273 -20%
FPAS
109
Focus Partners Advisor Solutions
Missouri
$1.44M 61,992 +5,357 +9%
KAS
110
Kestra Advisory Services
Texas
$1.43M 61,477 +24,542 +66%
W
111
WPWealth
Texas
$1.42M 61,199 -6,173 -9%
VF
112
Vawter Financial
Ohio
$1.34M 57,761 +1,567 +3%
TCWM
113
Total Clarity Wealth Management
Illinois
$1.33M 57,029 +864 +2%
AWMNH
114
Arcadia Wealth Management (New Hampshire)
New Hampshire
$1.32M 56,767 +3,482 +7%
DPW
115
DiNuzzo Private Wealth
Pennsylvania
$1.28M 54,979 -148 -0.3%
NA
116
NewEdge Advisors
Louisiana
$1.23M 52,922 +2,611 +5%
VPWA
117
Vestia Personal Wealth Advisors
Indiana
$1.22M 52,630 +3,413 +7%
FFG
118
First Financial Group
North Carolina
$1.2M 51,436 +51,436 New
BH
119
Burk Holdings
Oklahoma
$1.19M 51,147 +51,147 New
AWM
120
Aegis Wealth Management
Maryland
$1.17M 50,355 +50,355 New
VPF
121
Vantage Point Financial
Illinois
$1.17M 50,226 +50,226 New
NA
122
Note Advisors
New York
$1.15M 49,485 +49,485 New
WAM
123
Weinberger Asset Management
California
$1.15M 49,307 +6,401 +15%
FWM
124
FMB Wealth Management
California
$1.12M 48,200 +2,265 +5%
RCM
125
Riggs Capital Management
Utah
$1.12M 48,047 +48,047 New