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Dimensional US Real Estate ETF

283 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 42 funds opening new positions, 133 increasing their positions, 69 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

320% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 10

93% more repeat investments, than reductions

Existing positions increased: 133 | Existing positions reduced: 69

26% more call options, than puts

Call options by funds: $1.75M | Put options by funds: $1.38M

10% more funds holding

Funds holding: 257283 (+26)

6% more capital invested

Capital invested by funds: $1.03B → $1.1B (+$65M)

5% more funds holding in top 10

Funds holding in top 10: 2122 (+1)

3.82% more ownership

Funds ownership: 73.39%77.21% (+3.8%)

Holders
283
Holders Change
+26
Holders Change %
+10.12%
% of All Funds
3.44%
Holding in Top 10
22
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.76%
% of All Funds
0.27%
New
42
Increased
133
Reduced
69
Closed
10
Calls
$1.75M
Puts
$1.38M
Net Calls
+$364K
Net Calls Change
+$364K
Name Holding Trade Value Shares
Change
Change in
Stake
SAM
26
Satovsky Asset Management
New York
$9.68M +$224K +9,554 +2%
TFO
27
Timonier Family Office
North Carolina
$9.32M +$529K +22,608 +6%
Raymond James Financial
28
Raymond James Financial
Florida
$9.23M +$805K +34,366 +9%
FFM
29
Forum Financial Management
Illinois
$9.18M -$20.1K -857 -0.2%
HSG
30
Helen Stephens Group
Texas
$8.65M +$709K +30,290 +9%
OFA
31
Onyx Financial Advisors
Idaho
$8.57M +$974K +41,574 +13%
PS
32
Pinney & Scofield
Massachusetts
$8.55M +$936K +39,962 +12%
Betterment LLC
33
Betterment LLC
New York
$8.12M +$148K +6,337 +2%
LI
34
LRI Investments
Florida
$8.08M +$2.16M +92,110 +35%
CPW
35
Crestmont Private Wealth
Texas
$7.56M -$54.9K -2,343 -0.7%
PFA
36
Pillar Financial Advisors
Kentucky
$7.17M +$909K +38,803 +14%
DAS
37
Dynamic Advisor Solutions
Arizona
$6.94M -$2.58M -110,320 -27%
SPWM
38
Straight Path Wealth Management
Michigan
$6.61M +$566K +24,153 +9%
VAG
39
Vannoy Advisory Group
Texas
$6.37M +$408K +17,434 +7%
PAG
40
Private Advisor Group
New Jersey
$6.35M +$1.2M +51,420 +23%
FH
41
Financial Harvest
Florida
$6.18M +$680K +29,053 +12%
CW
42
Curio Wealth
Maryland
$6.15M +$578K +24,670 +10%
SFO
43
Stokes Family Office
Louisiana
$6.02M +$100K +4,275 +2%
PFG
44
Pinnacle Financial Group
Illinois
$5.94M +$84.4K +3,605 +1%
AC
45
AWM Capital
Arizona
$5.84M +$249K +10,639 +4%
OA
46
Oceanside Advisors
South Carolina
$5.09M +$238K +10,153 +5%
Northwestern Mutual Wealth Management
47
Northwestern Mutual Wealth Management
Wisconsin
$5.03M +$417K +17,795 +9%
CPIG
48
Chicago Partners Investment Group
Illinois
$4.99M +$271K +11,554 +6%
GCA
49
Gradient Capital Advisors
California
$4.72M +$70.2K +2,996 +1%
LFGO
50
Legacy Financial Group (Oklahoma)
Oklahoma
$4.64M +$25.9K +1,108 +0.6%