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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
RWM
251
Rialto Wealth Management
New York
$43.9K
BWL
252
Bogart Wealth LLC
Virginia
$38.9K
OC
253
Oakworth Capital
Alabama
$38.1K
CB
254
CNB Bank
Pennsylvania
$31.4K
Comerica Bank
255
Comerica Bank
Texas
$27K
EWA
256
EverSource Wealth Advisors
Alabama
$26.5K
EWP
257
Elevation Wealth Partners
California
$24.8K
LFG
258
Larson Financial Group
Missouri
$23.8K
Wells Fargo
259
Wells Fargo
California
$23.8K
KFAS
260
Keating Financial Advisory Services
Kansas
$22.9K
SRCM
261
Signature Resources Capital Management
California
$22.8K
SN
262
Sittner & Nelson
Oregon
$21.1K
OCM
263
Orion Capital Management
California
$16.4K
GWM
264
Geneos Wealth Management
Colorado
$13.4K
AAP
265
Arax Advisory Partners
Colorado
$12K
SFS
266
Sunrise Financial Services
Washington
$11.9K
AssetMark Inc
267
AssetMark Inc
California
$11.5K
CA
268
CoreCap Advisors
Michigan
$10.6K
VWA
269
VSM Wealth Advisory
Maryland
$10.3K
TCM
270
Tradewinds Capital Management
Washington
$8.08K
Bessemer Group
271
Bessemer Group
New Jersey
$8K
ACM
272
Anfield Capital Management
California
$6.37K
Morgan Stanley
273
Morgan Stanley
New York
$5.18K
DF
274
Dunhill Financial
United Kingdom
$3.5K
ADL
275
Asset Dedication LLC
California
$3.05K