DFAR icon

Dimensional US Real Estate ETF

185 hedge funds and large institutions have $596M invested in Dimensional US Real Estate ETF in 2023 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 84 increasing their positions, 37 reducing their positions, and 10 closing their positions.

Holders
185
Holders Change
+40
Holders Change %
+27.59%
% of All Funds
2.71%
Holding in Top 10
20
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+66.67%
% of All Funds
0.29%
New
53
Increased
84
Reduced
37
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
BHWM
1
Beaird Harris Wealth Management
Texas
$39.2M 1,722,823 +54,403 +3%
EGWAG
2
Elwood & Goetz Wealth Advisory Group
Georgia
$37.7M 1,659,928 +84,936 +5%
HighTower Advisors
3
HighTower Advisors
Illinois
$36.6M 1,607,925 +417,521 +35%
B
4
Bridgeworth
Alabama
$30.2M 1,327,345 +27,038 +2%
RIP
5
RAM Investment Partners
Washington
$24.8M 1,089,648 -72,778 -6%
RK
6
Rather & Kittrell
Tennessee
$18.5M 814,120 +25,530 +3%
BFA
7
Brown Financial Advisory
Alabama
$15.3M 675,000 +22,368 +3%
FMWA
8
Forvis Mazars Wealth Advisors
Missouri
$13.3M 583,098 +23,529 +4%
AWM
9
AE Wealth Management
Kansas
$12M 549,220 +137,031 +33%
BA
10
Bridgewater Advisors
New York
$11.6M 510,586 +110,830 +28%
IWC
11
Integrated Wealth Concepts
Massachusetts
$11.3M 498,359 -5,901 -1%
WCWM
12
Willow Creek Wealth Management
California
$9.61M 422,551 +172,018 +69%
FFM
13
Forum Financial Management
Illinois
$9.45M 415,482 -40,595 -9%
CPW
14
Crestmont Private Wealth
Texas
$8.88M 390,470 +390,470 New
AWM
15
Arista Wealth Management
Nevada
$8.41M 369,920 -318,340 -46%
CWM
16
Core Wealth Management
Florida
$8.37M 368,002 +9,806 +3%
FW
17
Fidato Wealth
Ohio
$8.23M 362,042 +362,042 New
GOCP
18
Great Oak Capital Partners
Massachusetts
$8.2M 360,480 +360,480 New
PFM
19
Phillips Financial Management
Indiana
$8.19M 360,307 +16,876 +5%
RS
20
Retirement Solution
Washington
$7.8M 342,852 +12,363 +4%
RFP
21
Root Financial Partners
California
$7.72M 339,364 +80,946 +31%
APC
22
Asset Planning Corporation
Tennessee
$7.66M 336,811 +35,264 +12%
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$7.53M 331,328 +45,621 +16%
SC
24
Savant Capital
Illinois
$6.74M 296,455 -107,518 -27%
Mercer Global Advisors
25
Mercer Global Advisors
Colorado
$6.71M 295,133 +176,435 +149%