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Dimensional US Real Estate ETF

281 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 41 funds opening new positions, 132 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:

6% more capital invested

Capital invested by funds: $1.03B → $1.1B (+$63.5M)

5% more funds holding in top 10

Funds holding in top 10: 2122 (+1)

3.71% more ownership

Funds ownership: 73.38%77.09% (+3.7%)

Holders
281
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
BTI
226
Blue Trust Inc
Georgia
$228K
HCM
227
Hutchinson Capital Management
California
$228K
Chevy Chase Trust
228
Chevy Chase Trust
Maryland
$228K
DFP
229
Donalies Financial Planning
District of Columbia
$227K
DADC
230
D.A. Davidson & Co
Montana
$225K
SHFA
231
SC&H Financial Advisors
Maryland
$221K
MWM
232
Modera Wealth Management
New Jersey
$218K
MWM
233
McMill Wealth Management
Nebraska
$205K
VP
234
Verisail Partners
Georgia
$205K
FG
235
Foster Group
Iowa
$202K
WCFA
236
Walkner Condon Financial Advisors
Wisconsin
$202K
UB
237
UMB Bank
Missouri
$164K
FFA
238
Frazier Financial Advisors
Ohio
$135K
MPW
239
MASECO Private Wealth
$123K
PNC Financial Services Group
240
PNC Financial Services Group
Pennsylvania
$117K
AP
241
Aspect Partners
Virginia
$113K
BCM
242
Blume Capital Management
California
$99.9K
ME
243
McIlrath & Eck
Washington
$96.5K
UBS Group
244
UBS Group
Switzerland
$78.5K
EWA
245
EQ Wealth Advisors
Texas
$77.1K
CTWM
246
Cherry Tree Wealth Management
Minnesota
$74K
BGWM
247
Bridge Generations Wealth Management
Florida
$65.7K
AF
248
Advisornet Financial
Minnesota
$61.6K
JP Morgan Chase
249
JP Morgan Chase
New York
$53.1K
GTAM
250
Global Trust Asset Management
Florida
$52.7K