DFAR icon

Dimensional US Real Estate ETF

254 hedge funds and large institutions have $979M invested in Dimensional US Real Estate ETF in 2025 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 109 increasing their positions, 77 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
254
Holders Change
+14
Holders Change %
+5.83%
% of All Funds
3.41%
Holding in Top 10
19
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5%
% of All Funds
0.25%
New
33
Increased
109
Reduced
77
Closed
15
Calls
$225K
Puts
Net Calls
+$225K
Net Calls Change
-$184K
Name Holding Trade Value Shares
Change
Shares
Change %
UBS Group
251
UBS Group
Switzerland
$727
SIC
252
SJS Investment Consulting
Ohio
$165
RDFA
253
Ritter Daniher Financial Advisory
Ohio
$95 +$95 +4 New
OSAM
254
O'Shaughnessy Asset Management
Connecticut
$23
S
255
SignatureFD
Georgia
$13 +$13 +1 New
VF
256
Vawter Financial
Ohio
-$1.38M -57,992 Closed
TCWM
257
Total Clarity Wealth Management
Illinois
-$1.33M -57,029 Closed
TC
258
TownSquare Capital
Utah
-$308K -12,969 Closed
DWM
259
Drive Wealth Management
Utah
-$296K -12,450 Closed
FWP
260
Firethorn Wealth Partners
Georgia
-$225K -9,479 Closed
CIAS
261
CFS Investment Advisory Services
New Jersey
-$219K -9,231 Closed
SW
262
Simplicity Wealth
New Jersey
-$212K -8,904 Closed
RCAG
263
Rehmann Capital Advisory Group
Michigan
-$211K -8,883 Closed
EP
264
Essential Planning
New Hampshire
-$208K -8,731 Closed
SFP
265
SwitchPoint Financial Planning
Utah
-$206K -8,660 Closed
AL
266
Aspiriant LLC
California
-$206K -8,657 Closed
Fifth Third Bancorp
267
Fifth Third Bancorp
Ohio
-$47.1K -1,980 Closed
ACA
268
Aptus Capital Advisors
Alabama
-$17.9K -754 Closed
GWSA
269
Global Wealth Strategies & Associates
Colorado
-$16.2K -683 Closed
Qube Research & Technologies (QRT)
270
Qube Research & Technologies (QRT)
United Kingdom
-$11.4K -479 Closed