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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 %
Morgan Stanley
176
Morgan Stanley
New York
$303K +$191K +8,203 +171%
MPW
177
Magnolia Private Wealth
Pennsylvania
$300K +$300K +12,908 New
DWM
178
Drive Wealth Management
Utah
$299K -$70.6K -3,035 -19%
WP
179
Wealthspan Partners
Iowa
$292K +$16.9K +728 +6%
JWM
180
JDH Wealth Management
California
$288K +$288K +12,360 New
YWM
181
Yoder Wealth Management
California
$285K -$2.82K -121 -1%
SSB
182
Sandy Spring Bank
Maryland
$284K +$39.7K +1,704 +16%
EFP
183
EnRich Financial Partners
Wisconsin
$282K
SW
184
Simplicity Wealth
New Jersey
$280K -$14.8K -637 -5%
CPA
185
Cardiff Park Advisors
California
$280K +$2.05K +88 +0.7%
TIM
186
Tortoise Investment Management
New York
$279K -$43.3K -1,860 -13%
AWM
187
Arista Wealth Management
Nevada
$279K -$4.07K -175 -1%
FWP
188
Firethorn Wealth Partners
Georgia
$276K -$38K -1,631 -12%
TWA
189
TCI Wealth Advisors
Arizona
$273K +$29.5K +1,269 +12%
PWA
190
Physician Wealth Advisors
Utah
$265K -$2.35K -101 -0.9%
BCM
191
Brookstone Capital Management
Illinois
$265K +$861 +37 +0.3%
HKIMG
192
Hutchens & Kramer Investment Management Group
Indiana
$260K -$20.2K -869 -7%
WFAG
193
Wescott Financial Advisory Group
Pennsylvania
$243K
DW
194
Dodds Wealth
Colorado
$240K
MWM
195
Mission Wealth Management
California
$234K +$326 +14 +0.1%
HCM
196
Hutchinson Capital Management
California
$232K -$780K -33,535 -77%
IA
197
IFP Advisors
Florida
$227K +$103K +4,431 +83%
DWM
198
Dopkins Wealth Management
New York
$223K +$223K +9,591 New
Chevy Chase Trust
199
Chevy Chase Trust
Maryland
$209K
FG
200
Foster Group
Iowa
$205K