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Dimensional US Real Estate ETF

240 hedge funds and large institutions have $958M invested in Dimensional US Real Estate ETF in 2025 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 115 increasing their positions, 69 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
240
Holders Change
+5
Holders Change %
+2.13%
% of All Funds
3.26%
Holding in Top 10
20
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-13.04%
% of All Funds
0.27%
New
21
Increased
115
Reduced
69
Closed
11
Calls
$647K
Puts
$238K
Net Calls
+$409K
Net Calls Change
+$365K
Name Holding Trade Value Shares
Change
Shares
Change %
EWP
226
Elevation Wealth Partners
California
$25K +$25K +1,051 New
OCM
227
Orion Capital Management
California
$19.6K
ACA
228
Aptus Capital Advisors
Alabama
$17.9K +$17.9K +754 New
GWSA
229
Global Wealth Strategies & Associates
Colorado
$16.2K
AssetMark Inc
230
AssetMark Inc
California
$15.2K +$15.2K +639 New
Qube Research & Technologies (QRT)
231
Qube Research & Technologies (QRT)
United Kingdom
$11.4K +$9.29K +391 +444%
VWA
232
VSM Wealth Advisory
Maryland
$10.7K -$26.8K -1,128 -71%
ACM
233
Anfield Capital Management
California
$6.61K
ADL
234
Asset Dedication LLC
California
$3.16K
PB
235
Pinnacle Bancorp
Nebraska
$2.14K
IF
236
Integrity Financial
Wyoming
$1.17K +$1.17K +49 New
UBS Group
237
UBS Group
Switzerland
$737
SIC
238
SJS Investment Consulting
Ohio
$167
CAWM
239
Capital A Wealth Management
Pennsylvania
$166 +$166 +7 New
OSAM
240
O'Shaughnessy Asset Management
Connecticut
$24 +$24 +1 New
FH
241
Financial Harvest
Florida
-$4.53M -194,763 Closed
RA
242
RFG Advisory
Alabama
-$1.9M -81,644 Closed
RLIM
243
Red Lighthouse Investment Management
New York
-$1.07M -46,180 Closed
Jane Street
244
Jane Street
New York
-$710K -30,491 Closed
Citadel Advisors
245
Citadel Advisors
Florida
-$617K -26,521 Closed
MWM
246
Mission Wealth Management
California
-$234K -10,071 Closed
MGWA
247
Monument Group Wealth Advisors
Massachusetts
-$202K -8,702 Closed
Wells Fargo
248
Wells Fargo
California
-$14.5K -625 Closed
CAS
249
Coppell Advisory Solutions
Texas
-$11.1K -483 Closed
Fidelity Investments
250
Fidelity Investments
Massachusetts
-$163 -7 Closed