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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.

New
Increased
Maintained
Reduced
Closed
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 %
EP
151
Essential Planning
New Hampshire
$252K +$20.6K +933 +9%
Bank of New York Mellon
152
Bank of New York Mellon
New York
$248K +$248K +11,221 New
PWA
153
Physician Wealth Advisors
Utah
$233K -$6.8K -290 -3%
MWM
154
Mission Wealth Management
California
$233K -$58.1K -2,631 -20%
WFAG
155
Wescott Financial Advisory Group
Pennsylvania
$231K
WP
156
Wealthspan Partners
Iowa
$220K +$220K +9,943 New
MCM
157
Morton Capital Management
California
$219K -$37K -1,674 -14%
CPA
158
Cardiff Park Advisors
California
$217K +$133 +6 +0.1%
TC
159
TownSquare Capital
Utah
$209K
UB
160
UMB Bank
Missouri
$152K
SWM
161
Spire Wealth Management
Virginia
$143K +$354 +16 +0.2%
FFA
162
Frazier Financial Advisors
Ohio
$131K +$10.6K +480 +9%
SSB
163
Sandy Spring Bank
Maryland
$129K +$44.1K +1,995 +52%
BTI
164
Blue Trust Inc
Georgia
$115K
BCM
165
Blume Capital Management
California
$101K
CTWM
166
Cherry Tree Wealth Management
Minnesota
$101K
FFA
167
Farther Finance Advisors
California
$98.5K -$7.03K -321 -7%
ME
168
McIlrath & Eck
Washington
$93.2K
Morgan Stanley
169
Morgan Stanley
New York
$74.8K +$72.9K +3,300 +3,837%
AF
170
Advisornet Financial
Minnesota
$44.5K +$10.9K +494 +32%
BWL
171
Bogart Wealth LLC
Virginia
$37.5K
JPMorgan Chase & Co
172
JPMorgan Chase & Co
New York
$37.2K +$10.7K +490 +41%
Comerica Bank
173
Comerica Bank
Texas
$26K
OCM
174
Orion Capital Management
California
$23.9K +$906 +41 +4%
KSWA
175
Kathleen S. Wright Associates
Pennsylvania
$21K +$3.78K +171 +22%