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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 %
BTI
126
Blue Trust Inc
Georgia
$54K +$54K +2,525 New
SIC
127
SJS Investment Consulting
Ohio
$37K +$2.35K +109 +7%
Morgan Stanley
128
Morgan Stanley
New York
$25.4K +$10.7K +496 +73%
AF
129
Advisornet Financial
Minnesota
$21.3K +$22 +1 +0.1%
FFA
130
Farther Finance Advisors
California
$14.6K -$41.7K -1,938 -74%
EWA
131
EverSource Wealth Advisors
Alabama
$9.94K -$7.12K -331 -42%
ADL
132
Asset Dedication LLC
California
$7K -$3.24K -160 -32%
ME
133
McIlrath & Eck
Washington
$4.63K
WP
134
WealthShield Partners
North Carolina
$4.39K
OLVIG
135
Oliver Lagore Vanvalin Investment Group
Michigan
$4.2K +$258 +12 +7%
Citigroup
136
Citigroup
New York
$3.49K +$3.49K +162 New
AWM
137
Aspire Wealth Management
Massachusetts
$3.21K
BEI
138
Benjamin Edwards Inc
Missouri
$1K
TRCT
139
Tower Research Capital (TRC)
New York
$129
LGWM
140
Litman Gregory Wealth Management
California
-$7.56M -351,695 Closed
FTUS
141
Flow Traders U.S.
New York
-$798K -37,132 Closed
OCM
142
Orion Capital Management
California
-$350K -16,278 Closed
Bank of America
143
Bank of America
North Carolina
-$107K -5,000 Closed
Qube Research & Technologies (QRT)
144
Qube Research & Technologies (QRT)
United Kingdom
-$40.8K -1,900 Closed
BFEC
145
Benjamin F. Edwards & Company
Missouri
-$16K -726 Closed
Northwestern Mutual Wealth Management
146
Northwestern Mutual Wealth Management
Wisconsin
-$2.86K -133 Closed
BAM
147
Belpointe Asset Management
Nevada
-$1.55K -72 Closed
Fidelity Investments
148
Fidelity Investments
Massachusetts
-$43 -2 Closed