DFAR icon

Dimensional US Real Estate ETF

254 hedge funds and large institutions have $979M invested in Dimensional US Real Estate ETF in 2025 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 109 increasing their positions, 77 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
254
Holders Change
+14
Holders Change %
+5.83%
% of All Funds
3.41%
Holding in Top 10
19
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5%
% of All Funds
0.26%
New
33
Increased
109
Reduced
77
Closed
15
Calls
$225K
Puts
Net Calls
+$225K
Net Calls Change
-$184K
Name Holding Trade Value Shares
Change
Shares
Change %
SN
226
Sittner & Nelson
Oregon
$53K +$25.8K +1,098 +95%
JWA
227
JFS Wealth Advisors
Pennsylvania
$50.2K
AF
228
Advisornet Financial
Minnesota
$46.7K +$281 +12 +0.6%
BWL
229
Bogart Wealth LLC
Virginia
$39.8K
OC
230
Oakworth Capital
Alabama
$39K
CA
231
CoreCap Advisors
Michigan
$39K +$39K +1,662 New
RWM
232
Rialto Wealth Management
New York
$32K
SRCM
233
Signature Resources Capital Management
California
$29.7K -$893K -38,080 -97%
Comerica Bank
234
Comerica Bank
Texas
$27.6K
EWP
235
Elevation Wealth Partners
California
$24.8K +$141 +6 +0.6%
OCM
236
Orion Capital Management
California
$16.8K -$2.46K -105 -13%
EWA
237
EverSource Wealth Advisors
Alabama
$14.9K -$57.3K -2,445 -79%
GWM
238
Geneos Wealth Management
Colorado
$13.7K -$13.7K -583 -50%
AssetMark Inc
239
AssetMark Inc
California
$11.8K -$3.17K -135 -21%
BHWM
240
Bay Harbor Wealth Management
Maryland
$11.4K +$11.4K +487 New
VWA
241
VSM Wealth Advisory
Maryland
$10.6K
Bessemer Group
242
Bessemer Group
New Jersey
$8K +$8K +362 New
ADL
243
Asset Dedication LLC
California
$7.27K +$4.15K +177 +133%
ACM
244
Anfield Capital Management
California
$6.52K
Morgan Stanley
245
Morgan Stanley
New York
$5.31K -$125K -5,328 -96%
DF
246
Dunhill Financial
United Kingdom
$3.59K +$3.59K +153 New
HNB
247
Huntington National Bank
Ohio
$2.21K
PB
248
Pinnacle Bancorp
Nebraska
$2.11K
IF
249
Integrity Financial
Wyoming
$1.15K
GRP
250
Global Retirement Partners
California
$1.05K +$1.05K +45 New