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Dimensional US Real Estate ETF

251 hedge funds and large institutions have $1.02B invested in Dimensional US Real Estate ETF in 2025 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 134 increasing their positions, 59 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
251
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
21
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CB
226
CNB Bank
Pennsylvania
$32.7K
CA
227
CoreCap Advisors
Michigan
$30.7K
Comerica Bank
228
Comerica Bank
Texas
$28.1K
EWA
229
EverSource Wealth Advisors
Alabama
$27.5K
SRCM
230
Signature Resources Capital Management
California
$27.3K
EWP
231
Elevation Wealth Partners
California
$25.4K
LFG
232
Larson Financial Group
Missouri
$24.8K
SN
233
Sittner & Nelson
Oregon
$20.9K
AssetMark Inc
234
AssetMark Inc
California
$19.7K
OCM
235
Orion Capital Management
California
$17.1K
GWM
236
Geneos Wealth Management
Colorado
$13.9K
Wells Fargo
237
Wells Fargo
California
$13.9K
VWA
238
VSM Wealth Advisory
Maryland
$10.8K
Bessemer Group
239
Bessemer Group
New Jersey
$8K
ACM
240
Anfield Capital Management
California
$6.63K
Morgan Stanley
241
Morgan Stanley
New York
$5.37K
DF
242
Dunhill Financial
United Kingdom
$3.65K
ADL
243
Asset Dedication LLC
California
$3.17K
PB
244
Pinnacle Bancorp
Nebraska
$2.15K
IF
245
Integrity Financial
Wyoming
$1.17K
GRP
246
Global Retirement Partners
California
$1.08K
MCM
247
MAI Capital Management
Ohio
$811
NC
248
North Capital
Utah
$191
RDFA
249
Ritter Daniher Financial Advisory
Ohio
$169
SIC
250
SJS Investment Consulting
Ohio
$167