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Dimensional Global Real Estate ETF

94 hedge funds and large institutions have $530M invested in Dimensional Global Real Estate ETF in 2023 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 51 increasing their positions, 9 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
94
Holders Change
+27
Holders Change %
+40.3%
% of All Funds
1.48%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.08%
New
31
Increased
51
Reduced
9
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
DADC
51
D.A. Davidson & Co
Montana
$799K +$799K +32,762 New
CCA
52
Cravens & Co Advisors
Tennessee
$751K -$2.34K -96 -0.3%
MWM
53
Modera Wealth Management
New Jersey
$751K +$251K +10,305 +50%
FPCG
54
Forum Private Client Group
Indiana
$658K +$146K +5,971 +28%
AP
55
Adero Partners
California
$627K -$268 -11 -0%
WP
56
WealthSource Partners
California
$551K +$122K +5,022 +29%
QFA
57
Quantum Financial Advisors
California
$534K -$1.22K -50 -0.2%
CFO
58
Collective Family Office
Pennsylvania
$532K +$532K +21,800 New
CPWM
59
Cypress Point Wealth Management
Texas
$490K +$490K +20,110 New
BSW
60
Buckingham Strategic Wealth
Missouri
$452K +$452K +18,551 New
Truist Financial
61
Truist Financial
North Carolina
$412K +$163K +6,682 +65%
OPS
62
Orion Portfolio Solutions
Nebraska
$354K +$354K +14,500 New
BCI
63
Brinker Capital Investments
Pennsylvania
$354K +$354K +14,500 New
GHA
64
Granite Harbor Advisors
Texas
$284K +$284K +11,634 New
W
65
WorthPointe
California
$278K
FPAS
66
Focus Partners Advisor Solutions
Missouri
$260K +$260K +10,663 New
C1AG
67
Client 1st Advisory Group
Florida
$258K +$258K +10,578 New
NL
68
NWAM LLC
Washington
$258K +$3.39K +139 +1%
SHFA
69
SC&H Financial Advisors
Maryland
$243K +$243K +9,973 New
NA
70
NewEdge Advisors
Louisiana
$239K +$239K +9,798 New
MWM
71
Meritas Wealth Management
California
$237K -$50.4K -2,067 -18%
SPI
72
Sutton Place Investors
New York
$211K +$211K +8,670 New
LFG
73
Larson Financial Group
Missouri
$162K +$98.9K +4,053 +158%
EWA
74
EverSource Wealth Advisors
Alabama
$132K +$22.4K +919 +20%
RWM
75
Ruedi Wealth Management
Illinois
$131K +$22.3K +913 +21%