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Dimensional Global Real Estate ETF

193 hedge funds and large institutions have $1.63B invested in Dimensional Global Real Estate ETF in 2024 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 108 increasing their positions, 51 reducing their positions, and 11 closing their positions.

Holders
193
Holders Change
+13
Holders Change %
+7.22%
% of All Funds
2.79%
Holding in Top 10
24
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+9.09%
% of All Funds
0.35%
New
27
Increased
108
Reduced
51
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SHFA
101
SC&H Financial Advisors
Maryland
$1.25M +$107K +3,716 +9%
MFC
102
Morris Financial Concepts
South Carolina
$1.19M +$74.1K +2,568 +7%
Stifel Financial
103
Stifel Financial
Missouri
$1.14M +$188K +6,519 +20%
TCOTS
104
Trust Company of the South
North Carolina
$1.05M +$149K +5,174 +17%
VPWA
105
Vestia Personal Wealth Advisors
Indiana
$1.04M +$6.15K +213 +0.6%
AHL
106
Abel Hall LLC
Louisiana
$1.03M -$2.14K -74 -0.2%
MWM
107
Mattern Wealth Management
Kansas
$1.03M +$127K +4,398 +14%
QHA
108
Quarry Hill Advisors
Minnesota
$991K -$487K -16,888 -33%
AWP
109
Abacus Wealth Partners
California
$968K +$72.2K +2,503 +8%
SW
110
Simplicity Wealth
New Jersey
$967K -$13.6M -470,402 -93%
SCM
111
SOL Capital Management
Maryland
$927K -$676K -23,400 -42%
KWM
112
KFG Wealth Management
Indiana
$924K +$924K +32,019 New
FFA
113
Farther Finance Advisors
California
$913K +$167K +5,791 +22%
VH
114
Visionary Horizons
Tennessee
$906K +$44.7K +1,550 +5%
CA
115
Claris Advisors
Missouri
$903K +$177K +6,130 +24%
GA
116
Greenspring Advisors
Maryland
$847K +$443K +15,338 +110%
EFN
117
Equita Financial Network
Pennsylvania
$761K -$289 -10 -0%
LWM
118
LJI Wealth Management
Indiana
$752K +$2.89K +100 +0.4%
MWM
119
Modera Wealth Management
New Jersey
$747K -$18.6K -644 -2%
HKIMG
120
Hutchens & Kramer Investment Management Group
Indiana
$716K +$333K +11,615 +87%
Truist Financial
121
Truist Financial
North Carolina
$710K +$18.6K +645 +3%
SAW
122
Signal Advisors Wealth
Michigan
$629K +$629K +21,795 New
BHWM
123
Bay Harbor Wealth Management
Maryland
$619K +$94.9K +3,290 +18%
W
124
WorthPointe
California
$605K
SWM
125
Seaside Wealth Management
California
$601K +$721 +25 +0.1%