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Dimensional US Real Estate ETF

44 hedge funds and large institutions have $303M invested in Dimensional US Real Estate ETF in 2022 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 11 increasing their positions, reducing their positions, and 3 closing their positions.

Holders
44
Holders Change
+28
Holders Change %
+175%
% of All Funds
0.74%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
31
Increased
11
Reduced
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Dimensional Fund Advisors
1
Dimensional Fund Advisors
Texas
$231M 100,000
BHWM
2
Beaird Harris Wealth Management
Texas
$21.5M 928,433 +904,231 +3,736%
HighTower Advisors
3
HighTower Advisors
Illinois
$11.9M 512,700 +512,700 New
ASI
4
Advisory Services & Investments
Oregon
$5.33M 230,817 +230,817 New
APC
5
Asset Planning Corporation
Tennessee
$4.57M 197,923 +11,644 +6%
SIG
6
Spinnaker Investment Group
California
$3.63M 157,251 +16,699 +12%
GTAM
7
Global Trust Asset Management
Florida
$2.43M 105,331 +105,331 New
RRC
8
Relaxing Retirement Coach
Massachusetts
$2.02M 87,535 +87,535 New
Jane Street
9
Jane Street
New York
$1.85M 80,025 +80,025 New
GCA
10
Gradient Capital Advisors
California
$1.82M 78,804 +55,883 +244%
FMWA
11
Forvis Mazars Wealth Advisors
Missouri
$1.81M 78,508 +78,508 New
FFM
12
Forum Financial Management
Illinois
$1.3M 56,104 +56,104 New
WCWM
13
Willow Creek Wealth Management
California
$1.21M 52,185 +52,185 New
AP
14
Adero Partners
California
$1.09M 47,377 +47,377 New
BA
15
Bridgewater Advisors
New York
$783K 33,861 +33,861 New
Susquehanna International Group
16
Susquehanna International Group
Pennsylvania
$778K 33,646 +33,646 New
PFM
17
Phillips Financial Management
Indiana
$771K 33,372 +33,372 New
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$768K 33,252 +23,385 +237%
HCM
19
Hutchinson Capital Management
California
$688K 29,768 +29,768 New
AWM
20
AE Wealth Management
Kansas
$639K 27,671 +27,671 New
RK
21
Rather & Kittrell
Tennessee
$562K 24,340 +24,340 New
BPA
22
Beacon Pointe Advisors
California
$523K 22,614 +22,614 New
FWP
23
Firethorn Wealth Partners
Georgia
$479K 19,238 +7,329 +62%
EAM
24
Evanson Asset Management
California
$465K 20,133 +10,565 +110%
MCA
25
Maryland Capital Advisors
Maryland
$423K 18,313 +15,098 +470%