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Dimensional US Real Estate ETF

185 hedge funds and large institutions have $596M invested in Dimensional US Real Estate ETF in 2023 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 84 increasing their positions, 37 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
185
Holders Change
+40
Holders Change %
+27.59%
% of All Funds
2.71%
Holding in Top 10
20
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+66.67%
% of All Funds
0.29%
New
53
Increased
84
Reduced
37
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CPA
151
Cardiff Park Advisors
California
$223K +$250 +11 +0.1%
TC
152
TownSquare Capital
Utah
$214K +$214K +9,415 New
WCFA
153
Walkner Condon Financial Advisors
Wisconsin
$211K +$211K +9,297 New
SIG
154
Spinnaker Investment Group
California
$205K -$4.83M -212,266 -96%
Royal Bank of Canada
155
Royal Bank of Canada
Ontario, Canada
$175K -$324K -14,229 -65%
UB
156
UMB Bank
Missouri
$156K +$45.4K +1,997 +41%
SWM
157
Spire Wealth Management
Virginia
$138K +$74K +3,351 +116%
MFA
158
McClarren Financial Advisors
Pennsylvania
$127K +$1.59K +70 +1%
FFA
159
Frazier Financial Advisors
Ohio
$124K +$124K +5,434 New
FFA
160
Farther Finance Advisors
California
$109K +$85.6K +3,766 +359%
BCM
161
Blume Capital Management
California
$104K
CTWM
162
Cherry Tree Wealth Management
Minnesota
$104K +$104K +4,552 New
ME
163
McIlrath & Eck
Washington
$95.8K +$91K +4,000 +1,860%
JPMorgan Chase & Co
164
JPMorgan Chase & Co
New York
$73.1K -$21.2K -933 -23%
BTI
165
Blue Trust Inc
Georgia
$71K +$54.3K +2,774 +324%
AF
166
Allworth Financial
California
$54.5K -$38.3K -1,683 -41%
AF
167
Advisornet Financial
Minnesota
$41.5K +$11.8K +520 +40%
AWM
168
Able Wealth Management
New Jersey
$33.8K +$33.8K +1,484 New
SSB
169
Sandy Spring Bank
Maryland
$30.4K +$30.4K +1,335 New
Comerica Bank
170
Comerica Bank
Texas
$26.8K
LC
171
Lindbrook Capital
California
$25.5K
OCM
172
Orion Capital Management
California
$23.6K
SIC
173
SJS Investment Consulting
Ohio
$16.5K
AWM
174
Angeles Wealth Management
California
$12.9K +$12.9K +569 New
EWA
175
EverSource Wealth Advisors
Alabama
$10.5K