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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.

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 %
CT
176
Colonial Trust
South Carolina
$15.2K +$15.2K +681 New
ACA
177
Aptus Capital Advisors
Alabama
$9.15K +$9.15K +409 New
MG
178
Mather Group
Illinois
$8.55K +$8.55K +376 New
OLVIG
179
Oliver Lagore Vanvalin Investment Group
Michigan
$3.11K -$3.36K -150 -52%
PB
180
Pinnacle Bancorp
Nebraska
$2.01K +$2.01K +90 New
Morgan Stanley
181
Morgan Stanley
New York
$1.92K -$1.06M -47,272 -100%
ADL
182
Asset Dedication LLC
California
$1K
HGERS
183
Householder Group Estate & Retirement Specialist
Arizona
$291
SIC
184
SJS Investment Consulting
Ohio
$157 -$16.1K -718 -99%
TRCT
185
Tower Research Capital (TRC)
New York
$134
Fidelity Investments
186
Fidelity Investments
Massachusetts
$22 +$22 +1 New
FPAS
187
Focus Partners Advisor Solutions
Missouri
-$711K -31,265 Closed
GA
188
Greenspring Advisors
Maryland
-$316K -13,879 Closed
SIG
189
Spinnaker Investment Group
California
-$205K -8,998 Closed
AWM
190
Able Wealth Management
New Jersey
-$33.8K -1,484 Closed
BHWM
191
Bay Harbor Wealth Management
Maryland
-$8.03K -353 Closed
WP
192
WealthShield Partners
North Carolina
-$4.64K -204 Closed
Bank of America
193
Bank of America
North Carolina
-$4.62K -203 Closed
Northwestern Mutual Wealth Management
194
Northwestern Mutual Wealth Management
Wisconsin
-$4.39K -193 Closed
CCA
195
Criterion Capital Advisors
Tennessee
-$160 -7 Closed