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Dimensional US Real Estate ETF

139 hedge funds and large institutions have $439M invested in Dimensional US Real Estate ETF in 2023 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 87 increasing their positions, 32 reducing their positions, and 9 closing their positions.

Holders
139
Holders Change
+2
Holders Change %
+1.46%
% of All Funds
2.19%
Holding in Top 10
16
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5.88%
% of All Funds
0.25%
New
12
Increased
87
Reduced
32
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
BHWM
1
Beaird Harris Wealth Management
Texas
$36.1M 1,675,198 +109,601 +7%
EGWAG
2
Elwood & Goetz Wealth Advisory Group
Georgia
$32.9M 1,530,157 +110,772 +8%
HighTower Advisors
3
HighTower Advisors
Illinois
$27.3M 1,269,840 +129,510 +11%
B
4
Bridgeworth
Alabama
$25.9M 1,203,593 +151,165 +14%
RIP
5
RAM Investment Partners
Washington
$24.5M 1,140,023 +833,204 +272%
RK
6
Rather & Kittrell
Tennessee
$14.9M 692,039 +86,245 +14%
AWM
7
Arista Wealth Management
Nevada
$13.7M 635,178 +449,841 +243%
BFA
8
Brown Financial Advisory
Alabama
$13.3M 619,879 +546,055 +740%
FFM
9
Forum Financial Management
Illinois
$10.9M 504,583 -363,717 -42%
IWC
10
Integrated Wealth Concepts
Massachusetts
$10.7M 496,632 +21,555 +5%
RRC
11
Relaxing Retirement Coach
Massachusetts
$10.1M 469,441 +87,876 +23%
FMWA
12
Forvis Mazars Wealth Advisors
Missouri
$9.95M 462,549 +97,287 +27%
AWM
13
AE Wealth Management
Kansas
$8.17M 379,619 +30,135 +9%
CCM
14
Carlson Capital Management
Minnesota
$7.84M 364,475 +23,837 +7%
CWM
15
Core Wealth Management
Florida
$7.16M 332,829 +38,614 +13%
BA
16
Bridgewater Advisors
New York
$7.02M 326,341 +45,503 +16%
RS
17
Retirement Solution
Washington
$6.75M 313,794 +14,186 +5%
APC
18
Asset Planning Corporation
Tennessee
$6.17M 286,635 +35,686 +14%
PFM
19
Phillips Financial Management
Indiana
$6.17M 286,546 +44,264 +18%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$5.6M 260,213 +49,549 +24%
PFG
21
Pinnacle Financial Group
Illinois
$5.19M 241,203 +14,614 +6%
WCWM
22
Willow Creek Wealth Management
California
$5.15M 239,504 +20,194 +9%
SIG
23
Spinnaker Investment Group
California
$4.67M 215,684 +12,170 +6%
FW
24
FirstPurpose Wealth
Utah
$4.61M 214,266 +44,105 +26%
RFP
25
Root Financial Partners
California
$4.53M 210,663 +80,248 +62%