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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.

New
Increased
Maintained
Reduced
Closed
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 %
WAP
176
Wealthcare Advisory Partners
Pennsylvania
$425K +$103K +4,023 +32%
HWM
177
Hemington Wealth Management
Virginia
$416K +$133K +5,215 +47%
AssetMark Inc
178
AssetMark Inc
California
$403K -$81.7K -3,198 -17%
WAN
179
Wealth Advisors Northwest
Oregon
$398K +$398K +15,595 New
Morgan Stanley
180
Morgan Stanley
New York
$388K +$46.8K +1,831 +14%
CWP
181
Cyndeo Wealth Partners
Florida
$387K +$15.1K +591 +4%
HCM
182
Hutchinson Capital Management
California
$384K +$384K +15,026 New
IAG
183
Investmark Advisory Group
Connecticut
$372K +$20.6K +807 +6%
KAM
184
Kraft Asset Management
Tennessee
$370K +$370K +14,635 New
GHA
185
Granite Harbor Advisors
Texas
$367K -$19.4K -761 -5%
SAM
186
Smartleaf Asset Management
Massachusetts
$365K +$14K +551 +4%
SC
187
Shearwater Capital
Colorado
$357K +$35.9K +1,405 +11%
CWM
188
Core Wealth Management
Florida
$355K +$7.46K +292 +2%
LEFP
189
Leading Edge Financial Planning
Tennessee
$353K -$11K -430 -3%
D.E. Shaw & Co
190
D.E. Shaw & Co
New York
$312K +$130K +5,071 +71%
DWM
191
Daner Wealth Management
Georgia
$287K +$287K +11,044 New
GFA
192
Grunden Financial Advisory
Texas
$284K +$105K +4,112 +59%
PS
193
Principal Securities
Iowa
$277K -$3.01K -118 -1%
CPA
194
Capital Performance Advisors
California
$272K +$7.15K +280 +3%
FOA
195
Five Oceans Advisors
California
$266K +$1.35K +53 +0.5%
EH
196
Equitable Holdings
New York
$261K +$33K +1,294 +14%
TWCA
197
Two West Capital Advisors
Kansas
$260K +$43.9K +1,717 +20%
RCAG
198
Rehmann Capital Advisory Group
Michigan
$260K +$29.6K +1,157 +13%
USCWA
199
U.S. Capital Wealth Advisors
Texas
$252K +$5.01K +196 +2%
PAS
200
Park Avenue Securities
New York
$250K +$250K +9,769 New