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Dimensional US Real Estate ETF

256 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, 137 increasing their positions, 61 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
256
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
BGWM
226
Bridge Generations Wealth Management
Florida
$68.4K
AF
227
Advisornet Financial
Minnesota
$47.7K
RWM
228
Rialto Wealth Management
New York
$45.7K
BWL
229
Bogart Wealth LLC
Virginia
$40.5K
OC
230
Oakworth Capital
Alabama
$39.7K
CB
231
CNB Bank
Pennsylvania
$32.7K
CA
232
CoreCap Advisors
Michigan
$30.7K
Comerica Bank
233
Comerica Bank
Texas
$28.1K
EWA
234
EverSource Wealth Advisors
Alabama
$27.5K
SRCM
235
Signature Resources Capital Management
California
$27.3K
EWP
236
Elevation Wealth Partners
California
$25.4K
LFG
237
Larson Financial Group
Missouri
$24.8K
SN
238
Sittner & Nelson
Oregon
$20.9K
AssetMark Inc
239
AssetMark Inc
California
$19.7K
OCM
240
Orion Capital Management
California
$17.1K
GWM
241
Geneos Wealth Management
Colorado
$13.9K
Wells Fargo
242
Wells Fargo
California
$13.9K
VWA
243
VSM Wealth Advisory
Maryland
$10.8K
Bessemer Group
244
Bessemer Group
New Jersey
$8K
ACM
245
Anfield Capital Management
California
$6.63K
Morgan Stanley
246
Morgan Stanley
New York
$5.37K
DF
247
Dunhill Financial
United Kingdom
$3.65K
ADL
248
Asset Dedication LLC
California
$3.17K
PB
249
Pinnacle Bancorp
Nebraska
$2.15K
IF
250
Integrity Financial
Wyoming
$1.17K