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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.

New
Increased
Maintained
Reduced
Closed
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 %
HWM
151
Hemington Wealth Management
Virginia
$305K +$305K +11,095 New
CPA
152
Capital Performance Advisors
California
$300K
FOA
153
Five Oceans Advisors
California
$299K +$2.97K +103 +1%
SPI
154
Sutton Place Investors
New York
$283K -$1.85K -64 -0.6%
Carson Wealth (CWM LLC)
155
Carson Wealth (CWM LLC)
Nebraska
$283K -$248K -8,597 -47%
USCWA
156
U.S. Capital Wealth Advisors
Texas
$280K +$3.32K +115 +1%
NL
157
NWAM LLC
Washington
$271K +$271K +9,386 New
RCAG
158
Rehmann Capital Advisory Group
Michigan
$260K -$15.2K -528 -6%
TH
159
Team Hewins
California
$259K +$259K +8,957 New
EH
160
Equitable Holdings
New York
$258K +$258K +8,936 New
CC
161
Copperleaf Capital
North Carolina
$248K +$6.7K +232 +3%
TWCA
162
Two West Capital Advisors
Kansas
$245K +$245K +8,476 New
FPF
163
First Pacific Financial
Washington
$232K +$1.62K +56 +0.7%
GJIA
164
Glass Jacobson Investment Advisors
Maryland
$229K -$2.28K -79 -1%
SIM
165
Stratos Investment Management
Ohio
$208K -$9.23M -319,635 -98%
D.E. Shaw & Co
166
D.E. Shaw & Co
New York
$206K -$2.33M -80,771 -92%
GFA
167
Grunden Financial Advisory
Texas
$203K +$203K +7,021 New
GM
168
GeoWealth Management
Illinois
$138K +$61.6K +2,135 +80%
IA
169
IFP Advisors
Florida
$91.1K +$37.8K +1,310 +71%
RLIM
170
Red Lighthouse Investment Management
New York
$70K
Citigroup
171
Citigroup
New York
$66.7K +$66.7K +2,310 New
LFG
172
Larson Financial Group
Missouri
$52K -$18.9K -656 -27%
APC
173
Aspire Private Capital
North Carolina
$51K +$866 +30 +2%
UBS Group
174
UBS Group
Switzerland
$46.6K +$46.6K +1,616 New
SPIA
175
Steward Partners Investment Advisory
New York
$38.2K -$62.1K -2,150 -62%