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Dimensional Global Real Estate ETF

157 hedge funds and large institutions have $1.16B invested in Dimensional Global Real Estate ETF in 2023 Q4 according to their latest regulatory filings, with 62 funds opening new positions, 76 increasing their positions, 17 reducing their positions, and 4 closing their positions.

Holders
157
Holders Change
+55
Holders Change %
+53.92%
% of All Funds
2.3%
Holding in Top 10
21
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+90.91%
% of All Funds
0.31%
New
62
Increased
76
Reduced
17
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
JPMorgan Chase & Co
76
JPMorgan Chase & Co
New York
$1.4M 53,929 +15,900 +42%
C1AG
77
Client 1st Advisory Group
Florida
$1.26M 48,527 +16,849 +53%
QHA
78
Quarry Hill Advisors
Minnesota
$1.25M 48,291 +23,861 +98%
DADC
79
D.A. Davidson & Co
Montana
$1.18M 45,423 +7,811 +21%
PWIA
80
Porter White Investment Advisors
Alabama
$1.14M 43,984 +43,984 New
LG
81
LAM Group
Oregon
$1.12M 43,020 +36,730 +584%
FPCG
82
Forum Private Client Group
Indiana
$1.05M 40,417 +40,417 New
MSWMA
83
Market Street Wealth Management Advisors
Indiana
$1.01M 38,860 +38,860 New
Creative Planning
84
Creative Planning
Kansas
$978K 37,649 +37,649 New
SHFA
85
SC&H Financial Advisors
Maryland
$916K 35,246 +23,270 +194%
Osaic Holdings
86
Osaic Holdings
Arizona
$900K 34,640 -126,476 -78%
MFS
87
McNamara Financial Services
Massachusetts
$881K 33,908 +1,613 +5%
USCWA
88
U.S. Capital Wealth Advisors
Texas
$841K 32,373
HNWA
89
Henrickson Nauta Wealth Advisors
Michigan
$789K 30,384 +30,384 New
MWM
90
Modera Wealth Management
New Jersey
$783K 30,146 -714 -2%
AHL
91
Abel Hall LLC
Louisiana
$783K 30,141 +30,141 New
Citadel Advisors
92
Citadel Advisors
Florida
$735K 28,308 +28,308 New
WP
93
WealthSource Partners
California
$735K 28,275 +5,164 +22%
Betterment LLC
94
Betterment LLC
New York
$708K 27,247 +27,247 New
EFN
95
Equita Financial Network
Pennsylvania
$685K 26,382 +26,382 New
CWM
96
Core Wealth Management
Florida
$684K 26,342 +16,507 +168%
AP
97
Adero Partners
California
$679K 26,154 +130 +0.5%
SWM
98
Sterling Wealth Management
Illinois
$638K 24,568 +24,568 New
AWP
99
Abacus Wealth Partners
California
$584K 22,464 +8,770 +64%
Stifel Financial
100
Stifel Financial
Missouri
$559K 21,531 +5,650 +36%