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Dimensional US Real Estate ETF

253 hedge funds and large institutions have $976M invested in Dimensional US Real Estate ETF in 2025 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 108 increasing their positions, 78 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
253
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
19
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$225K
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
JWA
226
JFS Wealth Advisors
Pennsylvania
$50.2K
AF
227
Advisornet Financial
Minnesota
$46.7K
BWL
228
Bogart Wealth LLC
Virginia
$39.8K
OC
229
Oakworth Capital
Alabama
$39K
CA
230
CoreCap Advisors
Michigan
$39K
RWM
231
Rialto Wealth Management
New York
$32K
SRCM
232
Signature Resources Capital Management
California
$29.7K
Comerica Bank
233
Comerica Bank
Texas
$27.6K
EWP
234
Elevation Wealth Partners
California
$24.8K
OCM
235
Orion Capital Management
California
$16.8K
EWA
236
EverSource Wealth Advisors
Alabama
$14.9K
GWM
237
Geneos Wealth Management
Colorado
$13.7K
AssetMark Inc
238
AssetMark Inc
California
$11.8K
BHWM
239
Bay Harbor Wealth Management
Maryland
$11.4K
VWA
240
VSM Wealth Advisory
Maryland
$10.6K
Bessemer Group
241
Bessemer Group
New Jersey
$8K
ADL
242
Asset Dedication LLC
California
$7.27K
ACM
243
Anfield Capital Management
California
$6.52K
Morgan Stanley
244
Morgan Stanley
New York
$5.31K
DF
245
Dunhill Financial
United Kingdom
$3.59K
HNB
246
Huntington National Bank
Ohio
$2.21K
PB
247
Pinnacle Bancorp
Nebraska
$2.11K
IF
248
Integrity Financial
Wyoming
$1.15K
GRP
249
Global Retirement Partners
California
$1.05K
UBS Group
250
UBS Group
Switzerland
$727