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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.

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 Market Value Shares Shares
Change
Shares
Change %
FFM
1
Forum Financial Management
Illinois
$406M 14,062,260 +269,488 +2%
SC
2
Savant Capital
Illinois
$107M 3,718,316 +995,412 +37%
JFG
3
JMG Financial Group
Illinois
$100M 3,470,292 +356,674 +11%
Focus Partners Wealth
4
Focus Partners Wealth
Massachusetts
$76.2M 2,639,064 +2,639,064 New
WANY
5
Wealthspire Advisors (New York)
New York
$62.7M 2,171,563 +2,171,563 New
Corient Private Wealth
6
Corient Private Wealth
Florida
$59.1M 2,047,749 -41,612 -2%
BJL
7
Brighton Jones LLC
Washington
$50.5M 1,750,571 +103,002 +6%
DPW
8
DiNuzzo Private Wealth
Pennsylvania
$44.6M 1,545,173 +9,713 +0.6%
TWA
9
TCI Wealth Advisors
Arizona
$33.2M 1,150,985 +180,924 +19%
WFAG
10
Wescott Financial Advisory Group
Pennsylvania
$27.7M 961,209 -146,906 -13%
FPAS
11
Focus Partners Advisor Solutions
Missouri
$26.7M 923,768 +904,321 +4,650%
QFA
12
Quantum Financial Advisors
California
$23.8M 825,617 -16,132 -2%
RCI
13
RS Crum Inc
California
$22.5M 779,378 +100,179 +15%
SFS
14
Summit Financial Strategies
Ohio
$19.9M 690,694 +40,815 +6%
IFA
15
Index Fund Advisors
California
$19.9M 689,707 +30,027 +5%
OIA
16
OneDigital Investment Advisors
Kansas
$19.3M 670,313 +239,643 +56%
W
17
WPWealth
Texas
$19.3M 668,280 +54,653 +9%
LPL Financial
18
LPL Financial
California
$19M 659,881 +2,952 +0.4%
AAP
19
Arax Advisory Partners
Colorado
$16.8M 582,006 -10,258 -2%
GWWM
20
Great Waters Wealth Management
Minnesota
$16.6M 575,513 +66,913 +13%
CCMI
21
Creative Capital Management Investments
California
$16.6M 574,351 +62,428 +12%
Jane Street
22
Jane Street
New York
$14.8M 514,088 +314,093 +157%
IWM
23
Integris Wealth Management
California
$14.5M 501,967 -3,867 -0.8%
PCI
24
Planning Center Inc
Illinois
$14.1M 489,522 -2,208 -0.4%
SSC
25
Syverson Strege & Co
Iowa
$13.4M 462,907 -7,061 -2%