We are live on ! Find out more
DFAR icon

Dimensional US Real Estate ETF

257 hedge funds and large institutions have $1.03B invested in Dimensional US Real Estate ETF in 2025 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 138 increasing their positions, 61 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

126% more repeat investments, than reductions

Existing positions increased: 138 | Existing positions reduced: 61

21% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 14

11% more funds holding in top 10

Funds holding in top 10: 1921 (+2)

4% more capital invested

Capital invested by funds: $990M → $1.03B (+$43.3M)

0% more funds holding

Funds holding: 256257 (+1)

0.52% less ownership

Funds ownership: 73.92%73.39% (-0.52%)

Holders
257
Holders Change
+1
Holders Change %
+0.39%
% of All Funds
3.37%
Holding in Top 10
21
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+10.53%
% of All Funds
0.28%
New
17
Increased
138
Reduced
61
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IF
251
Integrity Financial
Wyoming
$1.17K
GRP
252
Global Retirement Partners
California
$1.08K
MCM
253
MAI Capital Management
Ohio
$811 +$802 +34 New
NC
254
North Capital
Utah
$191 +$189 +8 New
RDFA
255
Ritter Daniher Financial Advisory
Ohio
$169 +$71 +3 +75%
SIC
256
SJS Investment Consulting
Ohio
$167
OSAM
257
O'Shaughnessy Asset Management
Connecticut
$24
S
258
SignatureFD
Georgia
$3 -$24 -1 Closed
SWGC
259
Summit Wealth Group (Colorado)
Colorado
-$4.35M -185,618 Closed
Bank of America
260
Bank of America
North Carolina
-$1.79M -76,219 Closed
SWA
261
Sterling Wealth Advisors
Florida
-$1.37M -58,175 Closed
SIM
262
Stratos Investment Management
Ohio
-$532K -22,687 Closed
QC
263
Quadrature Capital
United Kingdom
-$528K -22,490 Closed
TIAM2
264
Tru Independence Asset Management 2
Oregon
-$266K -11,322 Closed
FWMP
265
Foundation Wealth Management (Pennsylvania)
Pennsylvania
-$265K -11,311 Closed
Northern Trust
266
Northern Trust
Illinois
-$243K -10,354 Closed
D.E. Shaw & Co
267
D.E. Shaw & Co
New York
-$242K -10,336 Closed
DWM
268
Dopkins Wealth Management
New York
-$226K -9,628 Closed
EWA
269
EQ Wealth Advisors
Texas
-$88.9K -3,790 Closed
JWA
270
JFS Wealth Advisors
Pennsylvania
-$50.2K -2,140 Closed
BHWM
271
Bay Harbor Wealth Management
Maryland
-$11.4K -487 Closed
HNB
272
Huntington National Bank
Ohio
-$2.21K