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Dimensional US Real Estate ETF

235 hedge funds and large institutions have $894M invested in Dimensional US Real Estate ETF in 2024 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 110 increasing their positions, 57 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
235
Holders Change
+27
Holders Change %
+12.98%
% of All Funds
3.13%
Holding in Top 10
23
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+35.29%
% of All Funds
0.31%
New
46
Increased
110
Reduced
57
Closed
15
Calls
$44K
Puts
Net Calls
+$44K
Net Calls Change
+$44K
Name Holding Trade Value Shares
Change
Shares
Change %
WCFA
151
Walkner Condon Financial Advisors
Wisconsin
$645K +$128K +5,503 +25%
Citadel Advisors
152
Citadel Advisors
Florida
$617K +$119K +5,122 +24%
TIAM2
153
Tru Independence Asset Management 2
Oregon
$597K -$212K -9,095 -26%
GTAM
154
Global Trust Asset Management
Florida
$536K -$254K -10,925 -32%
SCM
155
SOL Capital Management
Maryland
$535K
SWM
156
SpringVest Wealth Management
Texas
$534K +$534K +22,947 New
AAM
157
Austin Asset Management
Texas
$526K
FOA
158
Five Oceans Advisors
California
$522K -$88.5K -3,803 -14%
W
159
WorthPointe
California
$497K +$111K +4,777 +29%
RPA
160
Redwood Park Advisors
California
$495K +$495K +21,283 New
FFM
161
Flagstone Financial Management
Nebraska
$492K +$43K +1,850 +10%
FWM
162
Fonville Wealth Management
Virginia
$481K -$9.98K -429 -2%
TC
163
TownSquare Capital
Utah
$463K +$243K +10,438 +110%
Cambridge Investment Research Advisors
164
Cambridge Investment Research Advisors
Iowa
$448K -$1.3M -55,875 -74%
SHFA
165
SC&H Financial Advisors
Maryland
$435K +$8.45K +363 +2%
HWMT
166
Heritage Wealth Management (Texas)
Texas
$433K +$5.93K +255 +1%
CL
167
CLG LLC
California
$413K +$413K +17,746 New
MWM
168
Melfa Wealth Management
Massachusetts
$413K
EWA
169
Elevate Wealth Advisory
Georgia
$412K +$96.9K +4,163 +31%
MWM
170
Modera Wealth Management
New Jersey
$401K +$401K +17,219 New
NWM
171
Northwest Wealth Management
Iowa
$397K +$698 +30 +0.2%
FWMP
172
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$397K +$397K +17,040 New
USCWA
173
U.S. Capital Wealth Advisors
Texas
$386K -$46.5K -2,000 -11%
DFG
174
Dupree Financial Group
Kentucky
$356K +$7.31K +314 +2%
CIAS
175
CFS Investment Advisory Services
New Jersey
$322K +$1.51K +65 +0.5%