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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 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
254
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
19
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$225K
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
26
LPL Financial
California
$9.24M
WCWM
27
Willow Creek Wealth Management
California
$9.06M
Raymond James Financial
28
Raymond James Financial
Florida
$8.66M
JTWM
29
Jackson Thornton Wealth Management
Alabama
$8.35M
TFO
30
Timonier Family Office
North Carolina
$8.02M
HSG
31
Helen Stephens Group
Texas
$7.9M
CPW
32
Crestmont Private Wealth
Texas
$7.73M
OFA
33
Onyx Financial Advisors
Idaho
$7.55M
Betterment LLC
34
Betterment LLC
New York
$7.28M
PS
35
Pinney & Scofield
Massachusetts
$6.61M
BPA
36
Beacon Pointe Advisors
California
$6.28M
VAG
37
Vannoy Advisory Group
Texas
$5.96M
SFO
38
Stokes Family Office
Louisiana
$5.93M
DF
39
DecisionPoint Financial
Arizona
$5.73M
PFG
40
Pinnacle Financial Group
Illinois
$5.7M
PAG
41
Private Advisor Group
New Jersey
$5.67M
DWM
42
Diversify Wealth Management
Utah
$5.51M
PFA
43
Pillar Financial Advisors
Kentucky
$5.36M
CW
44
Curio Wealth
Maryland
$5.34M
SPWM
45
Straight Path Wealth Management
Michigan
$5.27M
FH
46
Financial Harvest
Florida
$5.24M
APC
47
Asset Planning Corporation
Tennessee
$5.09M
AC
48
AWM Capital
Arizona
$4.95M
CPIG
49
Chicago Partners Investment Group
Illinois
$4.81M
OA
50
Oceanside Advisors
South Carolina
$4.8M