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Dimensional US Real Estate ETF

257 hedge funds and large institutions have $1.03B invested in Dimensional US Real Estate ETF in 2025 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 138 increasing their positions, 61 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

126% more repeat investments, than reductions

Existing positions increased: 138 | Existing positions reduced: 61

21% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 14

11% more funds holding in top 10

Funds holding in top 10: 1921 (+2)

4% more capital invested

Capital invested by funds: $990M → $1.03B (+$43.3M)

0% more funds holding

Funds holding: 256257 (+1)

0.52% less ownership

Funds ownership: 73.92%73.39% (-0.52%)

Holders
257
Holders Change
+1
Holders Change %
+0.39%
% of All Funds
3.37%
Holding in Top 10
21
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+10.53%
% of All Funds
0.28%
New
17
Increased
138
Reduced
61
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GTAM
226
Global Trust Asset Management
Florida
$75K -$150K -6,368 -67%
BGWM
227
Bridge Generations Wealth Management
Florida
$68.4K
AF
228
Advisornet Financial
Minnesota
$47.7K +$283 +12 +0.6%
RWM
229
Rialto Wealth Management
New York
$45.7K +$13K +550 +40%
BWL
230
Bogart Wealth LLC
Virginia
$40.5K
OC
231
Oakworth Capital
Alabama
$39.7K
CB
232
CNB Bank
Pennsylvania
$32.7K +$32.3K +1,370 New
CA
233
CoreCap Advisors
Michigan
$30.7K -$8.84K -375 -23%
Comerica Bank
234
Comerica Bank
Texas
$28.1K
EWA
235
EverSource Wealth Advisors
Alabama
$27.5K +$12.2K +517 +81%
SRCM
236
Signature Resources Capital Management
California
$27.3K -$2.88K -122 -10%
EWP
237
Elevation Wealth Partners
California
$25.4K +$165 +7 +0.7%
LFG
238
Larson Financial Group
Missouri
$24.8K +$24.5K +1,041 New
SN
239
Sittner & Nelson
Oregon
$20.9K -$32.6K -1,382 -61%
AssetMark Inc
240
AssetMark Inc
California
$19.7K +$7.62K +323 +64%
OCM
241
Orion Capital Management
California
$17.1K
GWM
242
Geneos Wealth Management
Colorado
$13.9K
Wells Fargo
243
Wells Fargo
California
$13.9K +$13.7K +583 New
VWA
244
VSM Wealth Advisory
Maryland
$10.8K
Bessemer Group
245
Bessemer Group
New Jersey
$8K -$141 -6 -2%
ACM
246
Anfield Capital Management
California
$6.63K
Morgan Stanley
247
Morgan Stanley
New York
$5.37K -$24 -1 -0.4%
DF
248
Dunhill Financial
United Kingdom
$3.65K
ADL
249
Asset Dedication LLC
California
$3.17K -$4.17K -177 -57%
PB
250
Pinnacle Bancorp
Nebraska
$2.15K