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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
OC
251
Oakworth Capital
Alabama
$38.1K
CB
252
CNB Bank
Pennsylvania
$31.4K
Comerica Bank
253
Comerica Bank
Texas
$27K
EWA
254
EverSource Wealth Advisors
Alabama
$26.5K
EWP
255
Elevation Wealth Partners
California
$24.8K
LFG
256
Larson Financial Group
Missouri
$23.8K
Wells Fargo
257
Wells Fargo
California
$23.8K
KFAS
258
Keating Financial Advisory Services
Kansas
$22.9K
SRCM
259
Signature Resources Capital Management
California
$22.8K
SN
260
Sittner & Nelson
Oregon
$21.1K
OCM
261
Orion Capital Management
California
$16.4K
GWM
262
Geneos Wealth Management
Colorado
$13.4K
AAP
263
Arax Advisory Partners
Colorado
$12K
SFS
264
Sunrise Financial Services
Washington
$11.9K
AssetMark Inc
265
AssetMark Inc
California
$11.5K
CA
266
CoreCap Advisors
Michigan
$10.6K
VWA
267
VSM Wealth Advisory
Maryland
$10.3K
TCM
268
Tradewinds Capital Management
Washington
$8.08K
Bessemer Group
269
Bessemer Group
New Jersey
$8K
ACM
270
Anfield Capital Management
California
$6.37K
Morgan Stanley
271
Morgan Stanley
New York
$5.18K
DF
272
Dunhill Financial
United Kingdom
$3.5K
ADL
273
Asset Dedication LLC
California
$3.05K
PB
274
Pinnacle Bancorp
Nebraska
$2.06K
Bank of Montreal
275
Bank of Montreal
Ontario, Canada
$2.01K