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Dimensional Global Real Estate ETF

180 hedge funds and large institutions have $1.33B invested in Dimensional Global Real Estate ETF in 2024 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 119 increasing their positions, 25 reducing their positions, and 6 closing their positions.

Holders
180
Holders Change
+20
Holders Change %
+12.5%
% of All Funds
2.62%
Holding in Top 10
22
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+15.79%
% of All Funds
0.32%
New
26
Increased
119
Reduced
25
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
WHCI
101
W.H. Cornerstone Investments
Massachusetts
$880K +$137K +5,470 +18%
CCM
102
Colorado Capital Management
Colorado
$856K +$856K +34,238 New
TWD
103
True Wealth Design
Ohio
$856K +$301K +12,029 +54%
Stifel Financial
104
Stifel Financial
Missouri
$826K +$50.1K +2,003 +6%
NWM
105
Northwest Wealth Management
Iowa
$811K +$58.6K +2,344 +8%
MWM
106
Mattern Wealth Management
Kansas
$780K +$187K +7,493 +32%
TCOTS
107
Trust Company of the South
North Carolina
$778K +$37.5K +1,500 +5%
AWP
108
Abacus Wealth Partners
California
$776K +$306K +12,258 +65%
VH
109
Visionary Horizons
Tennessee
$746K +$251K +10,045 +51%
DWA
110
Delap Wealth Advisory
Oregon
$697K +$350K +14,004 +101%
MWM
111
Modera Wealth Management
New Jersey
$663K -$61K -2,442 -8%
EFN
112
Equita Financial Network
Pennsylvania
$659K +$25 +1 +0%
LWM
113
LJI Wealth Management
Indiana
$649K +$76.5K +3,063 +13%
FFA
114
Farther Finance Advisors
California
$642K +$372K +14,999 +138%
CA
115
Claris Advisors
Missouri
$628K +$80.7K +3,228 +15%
Truist Financial
116
Truist Financial
North Carolina
$599K +$97.3K +3,895 +19%
OPS
117
Orion Portfolio Solutions
Nebraska
$558K +$92.7K +3,709 +20%
BCI
118
Brinker Capital Investments
Pennsylvania
$558K +$92.7K +3,709 +20%
W
119
WorthPointe
California
$524K
SWM
120
Seaside Wealth Management
California
$520K +$171K +6,831 +49%
Renaissance Technologies
121
Renaissance Technologies
New York
$515K -$1.08M -43,300 -68%
EWA
122
EverSource Wealth Advisors
Alabama
$504K +$20.7K +777 +4%
IWC
123
Integrated Wealth Concepts
Massachusetts
$503K +$279K +11,155 +125%
FPAS
124
Focus Partners Advisor Solutions
Missouri
$486K +$41.9K +1,677 +9%
Carson Wealth (CWM LLC)
125
Carson Wealth (CWM LLC)
Nebraska
$460K +$460K +18,390 New