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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 %
CT
176
Colonial Trust
South Carolina
$15.1K
CAS
177
Coppell Advisory Solutions
Texas
$11K +$11K +499 New
EWA
178
EverSource Wealth Advisors
Alabama
$10.9K -$82.4K -3,484 -88%
Qube Research & Technologies (QRT)
179
Qube Research & Technologies (QRT)
United Kingdom
$8.07K +$8.07K +365 New
AWM
180
Angeles Wealth Management
California
$7.93K -$24.4K -1,104 -75%
IC
181
Innealta Capital
Texas
$6.76K +$6.76K +306 New
ACM
182
Anfield Capital Management
California
$6.14K +$6.14K +278 New
OLVIG
183
Oliver Lagore Vanvalin Investment Group
Michigan
$4.42K +$1.35K +61 +44%
ADL
184
Asset Dedication LLC
California
$2.94K +$2.39K +108 +432%
PB
185
Pinnacle Bancorp
Nebraska
$1.99K
BAM
186
Belpointe Asset Management
Nevada
$273 +$273 +12 New
SIC
187
SJS Investment Consulting
Ohio
$155
TRCT
188
Tower Research Capital (TRC)
New York
$133
RS
189
Retirement Solution
Washington
-$7.7M -344,317 Closed
EF
190
Empowered Funds
Pennsylvania
-$537K -24,008 Closed
MWM
191
Modera Wealth Management
New Jersey
-$274K -12,266 Closed
CAM
192
CPA Asset Management
Florida
-$269K -12,023 Closed
Susquehanna International Group
193
Susquehanna International Group
Pennsylvania
-$268K -11,978 Closed
Chevy Chase Trust
194
Chevy Chase Trust
Maryland
-$201K -8,984 Closed
MFA
195
McClarren Financial Advisors
Pennsylvania
-$126K -5,605 Closed
LC
196
Lindbrook Capital
California
-$25.1K -1,122 Closed
Carson Wealth (CWM LLC)
197
Carson Wealth (CWM LLC)
Nebraska
-$16K -729 Closed
ACA
198
Aptus Capital Advisors
Alabama
-$9.15K -409 Closed
MG
199
Mather Group
Illinois
-$8.55K -376 Closed
HGERS
200
Householder Group Estate & Retirement Specialist
Arizona
-$291 -13 Closed