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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 %
CC
201
Copperleaf Capital
North Carolina
$246K +$26.6K +1,041 +12%
AWA
202
Acorn Wealth Advisors
Michigan
$245K +$245K +9,600 New
NL
203
NWAM LLC
Washington
$245K +$5.29K +207 +2%
VFP
204
Vested Financial Planning
California
$228K +$228K +8,943 New
CWMA
205
Capstone Wealth Management (Alabama)
Alabama
$225K +$225K +8,827 New
MEG
206
Millstone Evans Group
Colorado
$223K +$223K +8,727 New
APG
207
Abacus Planning Group
South Carolina
$222K +$222K +8,691 New
GJIA
208
Glass Jacobson Investment Advisors
Maryland
$212K +$8.76K +343 +4%
FPF
209
First Pacific Financial
Washington
$200K -$5.31K -208 -3%
Carson Wealth (CWM LLC)
210
Carson Wealth (CWM LLC)
Nebraska
$174K -$76.6K -2,993 -31%
Citigroup
211
Citigroup
New York
$136K +$76.9K +3,009 +130%
Wells Fargo
212
Wells Fargo
California
$134K +$118K +4,638 +774%
MCM
213
MAI Capital Management
Ohio
$134K +$134K +5,237 New
RPA
214
Redwood Park Advisors
California
$125K +$125K +4,883 New
IA
215
IFP Advisors
Florida
$89K +$8.3K +325 +10%
RLIM
216
Red Lighthouse Investment Management
New York
$79.5K +$17.6K +690 +28%
SPIA
217
Steward Partners Investment Advisory
New York
$54.3K +$20.4K +800 +60%
PTC
218
Private Trust Company
Ohio
$51.1K +$51.1K +2,000 New
Fidelity Investments
219
Fidelity Investments
Massachusetts
$45.5K +$25.2K +985 +124%
LFG
220
Larson Financial Group
Missouri
$40.1K -$5.88K -230 -13%
HNB
221
Huntington National Bank
Ohio
$38K
CIBC Private Wealth Group
222
CIBC Private Wealth Group
Georgia
$36K +$36K +1,426 New
CT
223
Colonial Trust
South Carolina
$28.5K
MFT
224
Moisand Fitzgerald Tamayo
Florida
$25.1K +$1.38K +54 +6%
US Bancorp
225
US Bancorp
Minnesota
$22.8K