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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 %
WA
126
Wealthstream Advisors
New York
$599K +$162K +5,613 +37%
IWC
127
Integrated Wealth Concepts
Massachusetts
$597K +$16.2K +561 +3%
FWP
128
Firethorn Wealth Partners
Georgia
$561K +$97.7K +3,386 +21%
EWA
129
EverSource Wealth Advisors
Alabama
$561K +$14.7K +510 +3%
KAS
130
Kestra Advisory Services
Texas
$560K +$84.5K +2,928 +18%
AssetMark Inc
131
AssetMark Inc
California
$548K -$1.58M -54,714 -74%
OPS
132
Orion Portfolio Solutions
Nebraska
$533K -$112K -3,865 -17%
BCI
133
Brinker Capital Investments
Pennsylvania
$533K -$112K -3,865 -17%
JTWM
134
Jackson Thornton Wealth Management
Alabama
$511K +$27.5K +952 +6%
CFO
135
Collective Family Office
Pennsylvania
$498K +$16.5K +571 +3%
GHA
136
Granite Harbor Advisors
Texas
$437K -$4.91K -170 -1%
BTI
137
Blue Trust Inc
Georgia
$433K +$39.1K +1,566 +10%
CWP
138
Cyndeo Wealth Partners
Florida
$420K +$420K +14,562 New
AF
139
Allworth Financial
California
$416K -$2.4K -83 -0.6%
PWS
140
Physician Wealth Solutions
Nevada
$414K +$63.1K +2,254 +18%
LEFP
141
Leading Edge Financial Planning
Tennessee
$411K -$9.84K -341 -2%
DWA
142
Delap Wealth Advisory
Oregon
$404K -$401K -13,881 -50%
IAG
143
Investmark Advisory Group
Connecticut
$397K -$10.4K -361 -3%
SAM
144
Smartleaf Asset Management
Massachusetts
$397K +$22.7K +791 +6%
Morgan Stanley
145
Morgan Stanley
New York
$386K -$17.4K -603 -4%
WAP
146
Wealthcare Advisory Partners
Pennsylvania
$365K +$34.6K +1,198 +10%
SC
147
Shearwater Capital
Colorado
$363K +$11.2K +388 +3%
GOCP
148
Great Oak Capital Partners
Massachusetts
$361K -$697K -24,726 -66%
CWM
149
Core Wealth Management
Florida
$340K
PS
150
Principal Securities
Iowa
$316K -$29.4K -1,020 -9%