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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 %
MGWA
201
Monument Group Wealth Advisors
Massachusetts
$202K -$115K -4,928 -36%
SFP
202
SwitchPoint Financial Planning
Utah
$202K +$202K +8,660 New
UB
203
UMB Bank
Missouri
$166K +$6.93K +298 +4%
BTI
204
Blue Trust Inc
Georgia
$155K +$35.5K +1,527 +30%
FFA
205
Frazier Financial Advisors
Ohio
$136K
PNC Financial Services Group
206
PNC Financial Services Group
Pennsylvania
$119K +$119K +5,130 New
AP
207
Aspect Partners
Virginia
$115K
EWA
208
EverSource Wealth Advisors
Alabama
$111K +$101K +4,327 +937%
FFA
209
Farther Finance Advisors
California
$109K -$44.9K -1,930 -29%
BCM
210
Blume Capital Management
California
$107K +$1.75K +75 +2%
CTWM
211
Cherry Tree Wealth Management
Minnesota
$106K
ME
212
McIlrath & Eck
Washington
$98.1K
JPMorgan Chase & Co
213
JPMorgan Chase & Co
New York
$70.9K -$908 -39 -1%
BGWM
214
Bridge Generations Wealth Management
Florida
$66.7K +$66.7K +2,867 New
AF
215
Advisornet Financial
Minnesota
$46K -$12.3K -529 -21%
BWL
216
Bogart Wealth LLC
Virginia
$39.5K
VWA
217
VSM Wealth Advisory
Maryland
$36.7K +$36.7K +1,579 New
RWM
218
Rialto Wealth Management
New York
$31.8K +$31.8K +1,366 New
Comerica Bank
219
Comerica Bank
Texas
$27.4K
JWA
220
JFS Wealth Advisors
Pennsylvania
$25.2K +$25.2K +1,085 New
KSWA
221
Kathleen S. Wright Associates
Pennsylvania
$25K +$2.91K +125 +13%
OCM
222
Orion Capital Management
California
$19.1K +$19.1K +823 New
GWSA
223
Global Wealth Strategies & Associates
Colorado
$15.9K +$15.9K +683 New
Wells Fargo
224
Wells Fargo
California
$14.5K -$131K -5,629 -90%
OLVIG
225
Oliver Lagore Vanvalin Investment Group
Michigan
$11.5K +$6.51K +280 +130%