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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
LPL Financial
26
LPL Financial
California
$9.67M +$273K +11,594 +3%
FFM
27
Forum Financial Management
Illinois
$9.58M -$18.4K -779 -0.2%
WCWM
28
Willow Creek Wealth Management
California
$9.33M +$116K +4,934 +1%
TFO
29
Timonier Family Office
North Carolina
$9.17M +$1M +42,490 +12%
Raymond James Financial
30
Raymond James Financial
Florida
$8.8M -$2.33K -99 -0%
BPA
31
Beacon Pointe Advisors
California
$8.79M +$2.37M +100,650 +38%
JTWM
32
Jackson Thornton Wealth Management
Alabama
$8.77M +$415K +17,603 +5%
Betterment LLC
33
Betterment LLC
New York
$8.3M +$896K +38,012 +12%
HSG
34
Helen Stephens Group
Texas
$8.28M +$251K +10,658 +3%
PS
35
Pinney & Scofield
Massachusetts
$7.95M +$1.22M +51,683 +18%
CPW
36
Crestmont Private Wealth
Texas
$7.93M +$78.7K +3,336 +1%
OFA
37
Onyx Financial Advisors
Idaho
$7.93M +$252K +10,708 +3%
PFA
38
Pillar Financial Advisors
Kentucky
$6.54M +$1.08M +45,676 +20%
SPWM
39
Straight Path Wealth Management
Michigan
$6.3M +$937K +39,730 +18%
LI
40
LRI Investments
Florida
$6.22M +$2.65M +112,445 +76%
VAG
41
Vannoy Advisory Group
Texas
$6.22M +$160K +6,802 +3%
SFO
42
Stokes Family Office
Louisiana
$6.17M +$135K +5,722 +2%
PFG
43
Pinnacle Financial Group
Illinois
$6.1M +$301K +12,765 +5%
AC
44
AWM Capital
Arizona
$5.83M +$785K +33,308 +16%
CW
45
Curio Wealth
Maryland
$5.8M +$370K +15,698 +7%
DF
46
DecisionPoint Financial
Arizona
$5.8M -$6.34K -269 -0.1%
FH
47
Financial Harvest
Florida
$5.74M +$402K +17,052 +8%
PAG
48
Private Advisor Group
New Jersey
$5.38M -$372K -15,783 -7%
APC
49
Asset Planning Corporation
Tennessee
$5.33M +$154K +6,512 +3%
PWM
50
PBMares Wealth Management
Virginia
$5.13M +$473K +20,069 +10%