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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 Holding Trade Value Shares
Change
Shares
Change %
FWMP
126
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$1.1M +$1.1M +42,981 New
CA
127
Claris Advisors
Missouri
$1.09M +$296K +11,597 +37%
MFS
128
McNamara Financial Services
Massachusetts
$1.09M -$131K -5,148 -11%
RW
129
Ridgeline Wealth
Arizona
$1.08M +$1.08M +42,369 New
AHL
130
Abel Hall LLC
Louisiana
$1.07M +$151K +5,915 +17%
C1AG
131
Client 1st Advisory Group
Florida
$1.06M -$306K -11,986 -22%
GWM
132
Geneos Wealth Management
Colorado
$1.04M +$1.04M +40,796 New
SF
133
SageOak Financial
Oklahoma
$1.02M +$1.02M +39,958 New
Stifel Financial
134
Stifel Financial
Missouri
$981K -$30.2K -1,184 -3%
AWP
135
Abacus Wealth Partners
California
$931K +$74.7K +2,926 +9%
MWM
136
Modera Wealth Management
New Jersey
$930K +$269K +10,525 +41%
MWM
137
Mattern Wealth Management
Kansas
$917K +$8.07K +316 +0.9%
VH
138
Visionary Horizons
Tennessee
$915K +$113K +4,435 +14%
TNA
139
True North Advisors
Texas
$912K +$912K +35,696 New
QHA
140
Quarry Hill Advisors
Minnesota
$890K +$13.4K +524 +2%
TC
141
TownSquare Capital
Utah
$860K +$860K +33,671 New
VPF
142
Vantage Point Financial
Illinois
$849K +$849K +33,254 New
BTI
143
Blue Trust Inc
Georgia
$833K +$391K +15,309 +88%
BP
144
BWM Planning
Texas
$824K -$426K -16,687 -34%
HIG
145
Heritage Investment Group
Florida
$810K +$810K +31,718 New
IWC
146
Integrated Wealth Concepts
Massachusetts
$775K +$247K +9,657 +47%
GA
147
Greenspring Advisors
Maryland
$764K +$14.6K +573 +2%
SCM
148
SOL Capital Management
Maryland
$759K -$61.3K -2,400 -7%
MA
149
McGrath & Associates
North Carolina
$748K +$748K +29,277 New
KAM
150
KEB Asset Management
Illinois
$743K +$743K +29,091 New