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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 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
254
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
SN
226
Sittner & Nelson
Oregon
$53K
JWA
227
JFS Wealth Advisors
Pennsylvania
$50.2K
AF
228
Advisornet Financial
Minnesota
$46.7K
BWL
229
Bogart Wealth LLC
Virginia
$39.8K
OC
230
Oakworth Capital
Alabama
$39K
CA
231
CoreCap Advisors
Michigan
$39K
RWM
232
Rialto Wealth Management
New York
$32K
SRCM
233
Signature Resources Capital Management
California
$29.7K
Comerica Bank
234
Comerica Bank
Texas
$27.6K
EWP
235
Elevation Wealth Partners
California
$24.8K
OCM
236
Orion Capital Management
California
$16.8K
EWA
237
EverSource Wealth Advisors
Alabama
$14.9K
GWM
238
Geneos Wealth Management
Colorado
$13.7K
AssetMark Inc
239
AssetMark Inc
California
$11.8K
BHWM
240
Bay Harbor Wealth Management
Maryland
$11.4K
VWA
241
VSM Wealth Advisory
Maryland
$10.6K
Bessemer Group
242
Bessemer Group
New Jersey
$8K
ADL
243
Asset Dedication LLC
California
$7.27K
ACM
244
Anfield Capital Management
California
$6.52K
Morgan Stanley
245
Morgan Stanley
New York
$5.31K
DF
246
Dunhill Financial
United Kingdom
$3.59K
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