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Dimensional US Real Estate ETF

188 hedge funds and large institutions have $704M invested in Dimensional US Real Estate ETF in 2024 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 99 increasing their positions, 53 reducing their positions, and 13 closing their positions.

Holders
188
Holders Change
+2
Holders Change %
+1.08%
% of All Funds
2.73%
Holding in Top 10
14
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-22.22%
% of All Funds
0.2%
New
17
Increased
99
Reduced
53
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
LWM
126
Lakeridge Wealth Management
Ohio
$457K +$53.7K +2,430 +13%
AC
127
Apella Capital
Connecticut
$456K +$5.4K +244 +1%
USCWA
128
U.S. Capital Wealth Advisors
Texas
$433K -$325K -14,723 -43%
FFM
129
Flagstone Financial Management
Nebraska
$426K
HWMT
130
Heritage Wealth Management (Texas)
Texas
$426K +$2.65K +120 +0.6%
SHFA
131
SC&H Financial Advisors
Maryland
$404K +$1.64K +74 +0.4%
DW
132
Dodds Wealth
Colorado
$399K
MWM
133
Melfa Wealth Management
Massachusetts
$398K -$44.2K -2,000 -10%
AWM
134
Ariadne Wealth Management
California
$397K +$397K +17,984 New
NWM
135
Northwest Wealth Management
Iowa
$388K -$42.5K -1,924 -10%
FWP
136
Firethorn Wealth Partners
Georgia
$381K -$78.3K -3,541 -17%
WWWM
137
White Wing Wealth Management
Texas
$361K -$1.78M -80,562 -83%
AFS
138
Annapolis Financial Services
Maryland
$329K -$73.6K -3,330 -18%
DFG
139
Dupree Financial Group
Kentucky
$329K +$329K +14,873 New
BA
140
Bridge Advisory
California
$325K -$46.6K -2,109 -13%
CIAS
141
CFS Investment Advisory Services
New Jersey
$301K +$3.42K +155 +1%
EWA
142
Elevate Wealth Advisory
Georgia
$299K +$5.22K +236 +2%
SW
143
Simplicity Wealth
New Jersey
$288K +$24.2K +1,093 +9%
YWM
144
Yoder Wealth Management
California
$277K +$53.4K +2,415 +24%
HKIMG
145
Hutchens & Kramer Investment Management Group
Indiana
$273K -$5.92K -270 -2%
EFP
146
EnRich Financial Partners
Wisconsin
$268K +$12.6K +569 +5%
W
147
WorthPointe
California
$266K
TIM
148
Tortoise Investment Management
New York
$265K +$15.7K +712 +6%
TWA
149
TCI Wealth Advisors
Arizona
$257K +$111 +5 +0%
BCM
150
Brookstone Capital Management
Illinois
$255K -$496 -21 -0.2%