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Dimensional US Real Estate ETF

186 hedge funds and large institutions have $608M invested in Dimensional US Real Estate ETF in 2024 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 109 increasing their positions, 46 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
186
Holders Change
+1
Holders Change %
+0.54%
% of All Funds
2.7%
Holding in Top 10
18
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-10%
% of All Funds
0.26%
New
16
Increased
109
Reduced
46
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CPA
151
Cardiff Park Advisors
California
$219K +$22 +1 +0%
TC
152
TownSquare Capital
Utah
$212K +$1.19K +53 +0.6%
PWA
153
Physician Wealth Advisors
Utah
$211K +$211K +10,251 New
Chevy Chase Trust
154
Chevy Chase Trust
Maryland
$201K +$201K +8,984 New
UB
155
UMB Bank
Missouri
$153K
SWM
156
Spire Wealth Management
Virginia
$144K +$4.9K +219 +4%
MFA
157
McClarren Financial Advisors
Pennsylvania
$126K +$135 +6 +0.1%
FFA
158
Frazier Financial Advisors
Ohio
$122K
BTI
159
Blue Trust Inc
Georgia
$115K +$33.3K +1,489 +41%
FFA
160
Farther Finance Advisors
California
$106K +$44 +2 +0%
BCM
161
Blume Capital Management
California
$102K
CTWM
162
Cherry Tree Wealth Management
Minnesota
$102K
ME
163
McIlrath & Eck
Washington
$94.3K
SSB
164
Sandy Spring Bank
Maryland
$86K +$56.2K +2,511 +188%
EWA
165
EverSource Wealth Advisors
Alabama
$81.5K +$71.9K +3,484 +754%
AF
166
Allworth Financial
California
$55.6K +$2.01K +90 +4%
BWL
167
Bogart Wealth LLC
Virginia
$38K +$38K +1,697 New
AF
168
Advisornet Financial
Minnesota
$34K -$6.8K -304 -17%
AWM
169
Angeles Wealth Management
California
$32.7K +$20K +894 +157%
JPMorgan Chase & Co
170
JPMorgan Chase & Co
New York
$27K -$44.8K -2,004 -62%
Comerica Bank
171
Comerica Bank
Texas
$26.4K
LC
172
Lindbrook Capital
California
$25.1K
OCM
173
Orion Capital Management
California
$23.2K
KSWA
174
Kathleen S. Wright Associates
Pennsylvania
$17.4K +$17.4K +779 New
Carson Wealth (CWM LLC)
175
Carson Wealth (CWM LLC)
Nebraska
$16K +$16K +728 +72,800%