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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 %
W
101
WorthPointe
California
$537K 20,664 +9,274 +81%
Truist Financial
102
Truist Financial
North Carolina
$533K 20,514 +1,780 +10%
MWM
103
Mattern Wealth Management
Kansas
$526K 20,264 +899 +5%
TWD
104
True Wealth Design
Ohio
$522K 20,095 -758 -4%
TCOTS
105
Trust Company of the South
North Carolina
$509K 19,598 +19,598 New
CPWM
106
Cypress Point Wealth Management
Texas
$501K 19,265 +1,230 +7%
Morgan Stanley
107
Morgan Stanley
New York
$464K 17,860 +17,860 New
CA
108
Claris Advisors
Missouri
$460K 17,690 +17,690 New
WHCI
109
W.H. Cornerstone Investments
Massachusetts
$459K 17,660 +17,660 New
LWM
110
LJI Wealth Management
Indiana
$459K 17,648 +17,648 New
Renaissance Technologies
111
Renaissance Technologies
New York
$457K 17,600 +17,600 New
CFO
112
Collective Family Office
Pennsylvania
$439K 16,889 -6,533 -28%
BCI
113
Brinker Capital Investments
Pennsylvania
$425K 16,432 -504 -3%
OPS
114
Orion Portfolio Solutions
Nebraska
$425K 16,432 -504 -3%
VH
115
Visionary Horizons
Tennessee
$421K 16,220 +16,220 New
KCM
116
KM Capital Management
Texas
$408K 15,688 +15,688 New
GHA
117
Granite Harbor Advisors
Texas
$398K 15,319 +3,685 +32%
NWM
118
Northwest Wealth Management
Iowa
$387K 14,881 +14,881 New
SWM
119
Seaside Wealth Management
California
$362K 13,942 +13,942 New
EWA
120
EverSource Wealth Advisors
Alabama
$354K 13,641 +6,495 +91%
DWA
121
Delap Wealth Advisory
Oregon
$349K 13,428 +13,428 New
NL
122
NWAM LLC
Washington
$333K 12,837 +1,024 +9%
MHS
123
M Holdings Securities
Oregon
$323K 12,429 +12,429 New
IAG
124
Investmark Advisory Group
Connecticut
$313K 12,052 +12,052 New
RWM
125
Ruedi Wealth Management
Illinois
$306K 11,787 +3,202 +37%