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Dimensional Global Real Estate ETF

242 hedge funds and large institutions have $1.68B invested in Dimensional Global Real Estate ETF in 2024 Q4 according to their latest regulatory filings, with 60 funds opening new positions, 147 increasing their positions, 31 reducing their positions, and 8 closing their positions.

Holders
242
Holders Change
+49
Holders Change %
+25.39%
% of All Funds
3.22%
Holding in Top 10
27
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+12.5%
% of All Funds
0.36%
New
60
Increased
147
Reduced
31
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
NWM
101
Northwest Wealth Management
Iowa
$1.89M 73,998 +15,195 +26%
OMC
102
Old Mission Capital
Illinois
$1.89M 73,821 +73,821 New
SRC
103
Sage Rhino Capital
California
$1.85M 72,353 +16,802 +30%
DADC
104
D.A. Davidson & Co
Montana
$1.78M 69,712 -564 -0.8%
MWM
105
Meritas Wealth Management
California
$1.7M 66,382 +1,695 +3%
AFA
106
Avant Financial Advisors
Texas
$1.69M 66,363 +66,363 New
MML Investors Services
107
MML Investors Services
Massachusetts
$1.62M 63,429 +5,687 +10%
RGF
108
Retirement Guys Formula
Ohio
$1.6M 62,700 -10,265 -14%
SMWM
109
Silvia McColl Wealth Management
California
$1.59M 62,420 +1,623 +3%
TFO
110
Timonier Family Office
North Carolina
$1.57M 61,625 +61,625 New
RWM
111
Rockwood Wealth Management
Pennsylvania
$1.54M 60,540 +60,540 New
AWM
112
Aegis Wealth Management
Maryland
$1.53M 59,996 +59,996 New
HIGP
113
Hill Investment Group Partners
Missouri
$1.53M 59,750 -260 -0.4%
EWA
114
EverSource Wealth Advisors
Alabama
$1.48M 57,981 +38,542 +198%
PAG
115
Poinciana Advisors Group
Florida
$1.29M 50,477 +50,477 New
MSWMA
116
Market Street Wealth Management Advisors
Indiana
$1.27M 49,600 +747 +2%
SHFA
117
SC&H Financial Advisors
Maryland
$1.26M 49,460 +6,166 +14%
Creative Planning
118
Creative Planning
Kansas
$1.25M 48,977 +2,035 +4%
MFC
119
Morris Financial Concepts
South Carolina
$1.23M 48,094 +6,734 +16%
TCOTS
120
Trust Company of the South
North Carolina
$1.23M 48,090 +11,802 +33%
KCM
121
KM Capital Management
Texas
$1.2M 46,981 +142 +0.3%
KWM
122
KFG Wealth Management
Indiana
$1.16M 45,225 +13,206 +41%
FFA
123
Farther Finance Advisors
California
$1.15M 45,222 +13,574 +43%
WHCI
124
W.H. Cornerstone Investments
Massachusetts
$1.14M 44,727 +172 +0.4%
VPWA
125
Vestia Personal Wealth Advisors
Indiana
$1.14M 44,617 +8,618 +24%