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Dimensional US Real Estate ETF

256 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, 137 increasing their positions, 61 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
256
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
21
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
26
LPL Financial
California
$9.67M
FFM
27
Forum Financial Management
Illinois
$9.58M
WCWM
28
Willow Creek Wealth Management
California
$9.33M
TFO
29
Timonier Family Office
North Carolina
$9.17M
Raymond James Financial
30
Raymond James Financial
Florida
$8.8M
BPA
31
Beacon Pointe Advisors
California
$8.79M
JTWM
32
Jackson Thornton Wealth Management
Alabama
$8.77M
Betterment LLC
33
Betterment LLC
New York
$8.3M
HSG
34
Helen Stephens Group
Texas
$8.28M
PS
35
Pinney & Scofield
Massachusetts
$7.95M
CPW
36
Crestmont Private Wealth
Texas
$7.93M
OFA
37
Onyx Financial Advisors
Idaho
$7.93M
PFA
38
Pillar Financial Advisors
Kentucky
$6.54M
SPWM
39
Straight Path Wealth Management
Michigan
$6.3M
LI
40
LRI Investments
Florida
$6.22M
VAG
41
Vannoy Advisory Group
Texas
$6.22M
SFO
42
Stokes Family Office
Louisiana
$6.17M
PFG
43
Pinnacle Financial Group
Illinois
$6.1M
AC
44
AWM Capital
Arizona
$5.83M
CW
45
Curio Wealth
Maryland
$5.8M
DF
46
DecisionPoint Financial
Arizona
$5.8M
FH
47
Financial Harvest
Florida
$5.74M
PAG
48
Private Advisor Group
New Jersey
$5.38M
APC
49
Asset Planning Corporation
Tennessee
$5.33M
PWM
50
PBMares Wealth Management
Virginia
$5.13M