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Dimensional Global Real Estate ETF

157 hedge funds and large institutions have $1.16B invested in Dimensional Global Real Estate ETF in 2023 Q4 according to their latest regulatory filings, with 62 funds opening new positions, 76 increasing their positions, 17 reducing their positions, and 4 closing their positions.

Holders
157
Holders Change
+55
Holders Change %
+53.92%
% of All Funds
2.3%
Holding in Top 10
21
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+90.91%
% of All Funds
0.31%
New
62
Increased
76
Reduced
17
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
FFM
1
Forum Financial Management
Illinois
$362M 13,940,748 +1,541,319 +12%
Corient Private Wealth
2
Corient Private Wealth
Florida
$56.6M 2,178,755 +417,498 +24%
JFG
3
JMG Financial Group
Illinois
$54.6M 2,100,702 +433,949 +26%
PO
4
Private Ocean
California
$48.2M 1,855,612 +611,730 +49%
BSW
5
Buckingham Strategic Wealth
Missouri
$43.9M 1,688,305 +1,268,261 +302%
SC
6
Savant Capital
Illinois
$40.6M 1,563,595 +701,498 +81%
DPW
7
DiNuzzo Private Wealth
Pennsylvania
$38.7M 1,491,330 +1,491,330 New
BJL
8
Brighton Jones LLC
Washington
$32.7M 1,258,142 +707,460 +128%
WFAG
9
Wescott Financial Advisory Group
Pennsylvania
$29M 1,117,315 -4,909 -0.4%
QFA
10
Quantum Financial Advisors
California
$22.7M 875,644 +853,760 +3,901%
TWA
11
TCI Wealth Advisors
Arizona
$17.5M 672,575 +568,573 +547%
Jane Street
12
Jane Street
New York
$16.2M 621,958 +455,467 +274%
RCI
13
RS Crum Inc
California
$15.3M 588,976 +138,613 +31%
AAP
14
Arax Advisory Partners
Colorado
$15M 575,939 +20,713 +4%
LPL Financial
15
LPL Financial
California
$14.9M 572,486 +46,475 +9%
IWM
16
Integris Wealth Management
California
$12.8M 491,832 +37,899 +8%
MFWP
17
Mosaic Family Wealth Partners
Missouri
$12.5M 481,678 -4,671 -1%
IFA
18
Index Fund Advisors
California
$12.1M 467,074 +246,266 +112%
PCI
19
Planning Center Inc
Illinois
$12.1M 464,623 +21,136 +5%
W
20
WPWealth
Texas
$11.3M 435,015 +131,216 +43%
CCMI
21
Creative Capital Management Investments
California
$10.9M 421,177 +161,969 +62%
SFS
22
Summit Financial Strategies
Ohio
$10.6M 407,311 +407,311 New
GWWM
23
Great Waters Wealth Management
Minnesota
$10.1M 395,487 +65,775 +20%
PWMG
24
Private Wealth Management Group
New Jersey
$9.71M 373,568 +373,568 New
NCM
25
New Capital Management
Texas
$9.5M 365,624 +90,049 +33%