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Dimensional US Real Estate ETF

254 hedge funds and large institutions have $1.02B invested in Dimensional US Real Estate ETF in 2025 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 135 increasing their positions, 61 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
254
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
RWM
226
Rialto Wealth Management
New York
$45.7K
BWL
227
Bogart Wealth LLC
Virginia
$40.5K
OC
228
Oakworth Capital
Alabama
$39.7K
CB
229
CNB Bank
Pennsylvania
$32.7K
CA
230
CoreCap Advisors
Michigan
$30.7K
Comerica Bank
231
Comerica Bank
Texas
$28.1K
EWA
232
EverSource Wealth Advisors
Alabama
$27.5K
SRCM
233
Signature Resources Capital Management
California
$27.3K
EWP
234
Elevation Wealth Partners
California
$25.4K
LFG
235
Larson Financial Group
Missouri
$24.8K
SN
236
Sittner & Nelson
Oregon
$20.9K
AssetMark Inc
237
AssetMark Inc
California
$19.7K
OCM
238
Orion Capital Management
California
$17.1K
GWM
239
Geneos Wealth Management
Colorado
$13.9K
Wells Fargo
240
Wells Fargo
California
$13.9K
VWA
241
VSM Wealth Advisory
Maryland
$10.8K
Bessemer Group
242
Bessemer Group
New Jersey
$8K
ACM
243
Anfield Capital Management
California
$6.63K
Morgan Stanley
244
Morgan Stanley
New York
$5.37K
DF
245
Dunhill Financial
United Kingdom
$3.65K
ADL
246
Asset Dedication LLC
California
$3.17K
PB
247
Pinnacle Bancorp
Nebraska
$2.15K
IF
248
Integrity Financial
Wyoming
$1.17K
GRP
249
Global Retirement Partners
California
$1.08K
MCM
250
MAI Capital Management
Ohio
$811