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Dimensional Global Real Estate ETF

67 hedge funds and large institutions have $262M invested in Dimensional Global Real Estate ETF in 2023 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 29 increasing their positions, 3 reducing their positions, and 4 closing their positions.

Holders
67
Holders Change
+29
Holders Change %
+76.32%
% of All Funds
1.07%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
33
Increased
29
Reduced
3
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
WP
51
WealthSource Partners
California
$432K +$432K +17,588 New
EAM
52
Evanson Asset Management
California
$375K +$375K +15,262 New
MWM
53
Meritas Wealth Management
California
$290K +$78.2K +3,187 +37%
W
54
WorthPointe
California
$280K
NL
55
NWAM LLC
Washington
$256K +$256K +10,424 New
Truist Financial
56
Truist Financial
North Carolina
$251K +$251K +10,229 New
EWA
57
EverSource Wealth Advisors
Alabama
$111K +$111K +4,513 New
RWM
58
Ruedi Wealth Management
Illinois
$109K +$104K +4,255 +2,239%
LFG
59
Larson Financial Group
Missouri
$63.1K +$20K +814 +46%
MFC
60
Morris Financial Concepts
South Carolina
$52.6K +$31.1K +1,266 +145%
RLIM
61
Red Lighthouse Investment Management
New York
$48.3K +$14K +569 +41%
CT
62
Colonial Trust
South Carolina
$25.3K +$8.32K +339 +49%
AWM
63
Aspire Wealth Management
Massachusetts
$20.3K +$20.3K +827 New
DI
64
Disciplined Investments
Oklahoma
$10.5K +$10.5K +428 New
JPMorgan Chase & Co
65
JPMorgan Chase & Co
New York
$8.59K +$8.59K +350 New
Commonwealth Equity Services
66
Commonwealth Equity Services
Massachusetts
$4.59K +$1.73K +70,256 +60%
BAM
67
Belpointe Asset Management
Nevada
$1.03K
Dimensional Fund Advisors
68
Dimensional Fund Advisors
Texas
-$4.88M -200,000 Closed
AWP
69
Abacus Wealth Partners
California
-$4.64M -190,207 Closed
Citadel Advisors
70
Citadel Advisors
Florida
-$421K -17,258 Closed
QHA
71
Quarry Hill Advisors
Minnesota
-$338K -13,843 Closed