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Dimensional US Real Estate ETF

283 hedge funds and large institutions have $1.1B invested in Dimensional US Real Estate ETF in 2025 Q4 according to their latest regulatory filings, with 42 funds opening new positions, 133 increasing their positions, 69 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

320% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 10

93% more repeat investments, than reductions

Existing positions increased: 133 | Existing positions reduced: 69

26% more call options, than puts

Call options by funds: $1.75M | Put options by funds: $1.38M

10% more funds holding

Funds holding: 257283 (+26)

6% more capital invested

Capital invested by funds: $1.03B → $1.1B (+$65M)

5% more funds holding in top 10

Funds holding in top 10: 2122 (+1)

3.82% more ownership

Funds ownership: 73.39%77.21% (+3.8%)

Holders
283
Holders Change
+26
Holders Change %
+10.12%
% of All Funds
3.44%
Holding in Top 10
22
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.76%
% of All Funds
0.27%
New
42
Increased
133
Reduced
69
Closed
10
Calls
$1.75M
Puts
$1.38M
Net Calls
+$364K
Net Calls Change
+$364K
Name Holding Trade Value Shares
Change
Change in
Stake
HWMT
226
Heritage Wealth Management (Texas)
Texas
$232K -$5.67K -242 -2%
AWM
227
Arista Wealth Management
Nevada
$232K +$2.97K +127 +1%
BTI
228
Blue Trust Inc
Georgia
$228K -$2.83K -121 -1%
HCM
229
Hutchinson Capital Management
California
$228K
Chevy Chase Trust
230
Chevy Chase Trust
Maryland
$228K
DFP
231
Donalies Financial Planning
District of Columbia
$227K +$232K +9,920 New
DADC
232
D.A. Davidson & Co
Montana
$225K +$230K +9,807 New
SHFA
233
SC&H Financial Advisors
Maryland
$221K -$2.01K -86 -0.9%
MWM
234
Modera Wealth Management
New Jersey
$218K -$131K -5,604 -37%
MWM
235
McMill Wealth Management
Nebraska
$205K +$28.9K +1,232 +14%
VP
236
Verisail Partners
Georgia
$205K +$210K +8,948 New
FG
237
Foster Group
Iowa
$202K
WCFA
238
Walkner Condon Financial Advisors
Wisconsin
$202K -$203K -8,675 -50%
UB
239
UMB Bank
Missouri
$164K
FFA
240
Frazier Financial Advisors
Ohio
$135K
MPW
241
MASECO Private Wealth
$123K +$17.7K +755 +16%
PNC Financial Services Group
242
PNC Financial Services Group
Pennsylvania
$117K
AP
243
Aspect Partners
Virginia
$113K
BCM
244
Blume Capital Management
California
$99.9K
ME
245
McIlrath & Eck
Washington
$96.5K
UBS Group
246
UBS Group
Switzerland
$78.5K -$431K -18,401 -84%
EWA
247
EQ Wealth Advisors
Texas
$77.1K +$78.8K +3,365 New
CTWM
248
Cherry Tree Wealth Management
Minnesota
$74K -$30.9K -1,321 -29%
BGWM
249
Bridge Generations Wealth Management
Florida
$65.7K
AF
250
Advisornet Financial
Minnesota
$61.6K +$16.1K +686 +34%