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Dimensional Global Real Estate ETF

94 hedge funds and large institutions have $530M invested in Dimensional Global Real Estate ETF in 2023 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 51 increasing their positions, 9 reducing their positions, and 3 closing their positions.

Holders
94
Holders Change
+27
Holders Change %
+40.3%
% of All Funds
1.48%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.08%
New
31
Increased
51
Reduced
9
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
FFM
1
Forum Financial Management
Illinois
$258M 10,572,008 +6,080,665 +135%
Corient Private Wealth
2
Corient Private Wealth
Florida
$39.3M 1,612,290 +409,862 +34%
WFAG
3
Wescott Financial Advisory Group
Pennsylvania
$26.8M 1,100,716 +1,058,326 +2,497%
JFG
4
JMG Financial Group
Illinois
$22.4M 917,262 +442,065 +93%
PO
5
Private Ocean
California
$17.7M 724,239 +604,432 +505%
Jane Street
6
Jane Street
New York
$11.9M 488,859 +214,830 +78%
SC
7
Savant Capital
Illinois
$11.6M 474,475 +357,197 +305%
MFWP
8
Mosaic Family Wealth Partners
Missouri
$11.2M 457,803 +46,900 +11%
PCI
9
Planning Center Inc
Illinois
$10.1M 412,777 +412,777 New
RCI
10
RS Crum Inc
California
$9.94M 407,450 +68,235 +20%
BJL
11
Brighton Jones LLC
Washington
$9.31M 381,815 +291,516 +323%
CHP
12
Cable Hill Partners
Oregon
$7.39M 303,052 +62,833 +26%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$5.94M 243,620 +56,610 +30%
PFO
14
Pathstone Family Office
New Jersey
$5.06M 207,475 -16,379 -7%
CCMI
15
Creative Capital Management Investments
California
$4.86M 199,074 +33,325 +20%
RA
16
RFG Advisory
Alabama
$4.71M 192,908 -3,187 -2%
W
17
WPWealth
Texas
$4.28M 175,460 +72,852 +71%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$4.06M 166,554 +20,534 +14%
WWP
19
Waypoint Wealth Partners
California
$4M 164,138 +2,746 +2%
Osaic Holdings
20
Osaic Holdings
Arizona
$3.7M 151,568 +9,993 +7%
TWP
21
Total Wealth Planning
Ohio
$3.02M 123,911 +94,668 +324%
KF
22
Krilogy Financial
Missouri
$2.63M 107,974 +32,954 +44%
ASI
23
Advisory Services & Investments
Oregon
$2.52M 103,272 +30,223 +41%
AFA
24
Alpha Financial Advisors
North Carolina
$2.31M 94,869 +55,471 +141%
AF
25
Advisornet Financial
Minnesota
$2.3M 94,301 +9,152 +11%