DFAR icon

Dimensional US Real Estate ETF

145 hedge funds and large institutions have $459M invested in Dimensional US Real Estate ETF in 2023 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 86 increasing their positions, 30 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
145
Holders Change
+6
Holders Change %
+4.32%
% of All Funds
2.31%
Holding in Top 10
12
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-25%
% of All Funds
0.19%
New
18
Increased
86
Reduced
30
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
LC
126
Lindbrook Capital
California
$21.9K +$21.9K +1,122 New
FFA
127
Farther Finance Advisors
California
$20.5K +$7.24K +371 +55%
OCM
128
Orion Capital Management
California
$20.3K +$20.3K +1,039 New
AIM
129
Anchor Investment Management
South Carolina
$19.5K +$19.5K +1,000 New
BTI
130
Blue Trust Inc
Georgia
$18K -$35.1K -1,669 -66%
SIC
131
SJS Investment Consulting
Ohio
$14.2K -$19.4K -994 -58%
EWA
132
EverSource Wealth Advisors
Alabama
$9.02K
Carson Wealth (CWM LLC)
133
Carson Wealth (CWM LLC)
Nebraska
$5K -$59.3K -2,892 -92%
Bank of America
134
Bank of America
North Carolina
$4.74K +$4.74K +243 New
ME
135
McIlrath & Eck
Washington
$4.2K
OLVIG
136
Oliver Lagore Vanvalin Investment Group
Michigan
$4.06K +$254 +13 +7%
WP
137
WealthShield Partners
North Carolina
$3.98K
Morgan Stanley
138
Morgan Stanley
New York
$3.49K -$19.5K -1,000 -85%
FWM
139
Focused Wealth Management
New York
$2.03K +$2.03K +104 New
BEI
140
Benjamin Edwards Inc
Missouri
$1K
US Bancorp
141
US Bancorp
Minnesota
$254 +$254 +13 New
HGERS
142
Householder Group Estate & Retirement Specialist
Arizona
$254 +$254 +13 New
TRCT
143
Tower Research Capital (TRC)
New York
$117
Fidelity Investments
144
Fidelity Investments
Massachusetts
$39 +$39 +2 New
ASI
145
Advisory Services & Investments
Oregon
-$4.17M -193,924 Closed
FPCG
146
Forum Private Client Group
Indiana
-$782K -36,351 Closed
Jane Street
147
Jane Street
New York
-$750K -34,856 Closed
Cambridge Investment Research Advisors
148
Cambridge Investment Research Advisors
Iowa
-$240K -11,155 Closed
HWMT
149
Heritage Wealth Management (Texas)
Texas
-$207K -9,638 Closed
WP
150
WealthSource Partners
California
-$207K -9,631 Closed