DFAR icon

Dimensional US Real Estate ETF

279 hedge funds and large institutions have $1.09B invested in Dimensional US Real Estate ETF in 2025 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 130 increasing their positions, 69 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more call options, than puts

Call options by funds: $ | Put options by funds: $

more funds holding

Funds holding:

7% more capital invested

Capital invested by funds: $1.02B → $1.09B (+$75.9M)

5% more funds holding in top 10

Funds holding in top 10: 2122 (+1)

4.6% more ownership

Funds ownership: 72.31%76.9% (+4.6%)

Holders
279
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
22
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1.75M
Puts
$1.38M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Chevy Chase Trust
226
Chevy Chase Trust
Maryland
$228K
DFP
227
Donalies Financial Planning
District of Columbia
$227K
DADC
228
D.A. Davidson & Co
Montana
$225K
SHFA
229
SC&H Financial Advisors
Maryland
$221K
MWM
230
Modera Wealth Management
New Jersey
$218K
MWM
231
McMill Wealth Management
Nebraska
$205K
VP
232
Verisail Partners
Georgia
$205K
FG
233
Foster Group
Iowa
$202K
WCFA
234
Walkner Condon Financial Advisors
Wisconsin
$202K
UB
235
UMB Bank
Missouri
$164K
FFA
236
Frazier Financial Advisors
Ohio
$135K
MPW
237
MASECO Private Wealth
$123K
PNC Financial Services Group
238
PNC Financial Services Group
Pennsylvania
$117K
AP
239
Aspect Partners
Virginia
$113K
BCM
240
Blume Capital Management
California
$99.9K
ME
241
McIlrath & Eck
Washington
$96.5K
UBS Group
242
UBS Group
Switzerland
$78.5K
EWA
243
EQ Wealth Advisors
Texas
$77.1K
CTWM
244
Cherry Tree Wealth Management
Minnesota
$74K
BGWM
245
Bridge Generations Wealth Management
Florida
$65.7K
AF
246
Advisornet Financial
Minnesota
$61.6K
JP Morgan Chase
247
JP Morgan Chase
New York
$53.1K
GTAM
248
Global Trust Asset Management
Florida
$52.7K
RWM
249
Rialto Wealth Management
New York
$43.9K
BWL
250
Bogart Wealth LLC
Virginia
$38.9K