DFAR icon

Dimensional US Real Estate ETF

251 hedge funds and large institutions have $1.02B invested in Dimensional US Real Estate ETF in 2025 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 134 increasing their positions, 59 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
251
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
GCA
51
Gradient Capital Advisors
California
$4.84M
Northwestern Mutual Wealth Management
52
Northwestern Mutual Wealth Management
Wisconsin
$4.81M
LFGO
53
Legacy Financial Group (Oklahoma)
Oklahoma
$4.8M
DWM
54
Diversify Wealth Management
Utah
$4.78M
CPIG
55
Chicago Partners Investment Group
Illinois
$4.77M
SA
56
Seneschal Advisors
Washington
$4.54M
RWM
57
Rockwood Wealth Management
Pennsylvania
$4.18M
IWS
58
Integrity Wealth Solutions
Colorado
$4.17M
PPWM
59
PFG Private Wealth Management
Florida
$4.17M
CC
60
Citrine Capital
California
$4.04M
AWM
61
AE Wealth Management
Kansas
$4.01M
GWM
62
Grand Wealth Management
Michigan
$3.98M
RWM
63
Ruedi Wealth Management
Illinois
$3.98M
AWMNY
64
Arcadia Wealth Management (New York)
New York
$3.94M
EAM
65
Evanson Asset Management
California
$3.77M
MCA
66
Maryland Capital Advisors
Maryland
$3.74M
BWA
67
BCU Wealth Advisors
Illinois
$3.72M
Envestnet Asset Management
68
Envestnet Asset Management
Illinois
$3.68M
Commonwealth Equity Services
69
Commonwealth Equity Services
Massachusetts
$3.61M
BFA
70
Brown Financial Advisory
Alabama
$3.47M
AC
71
Apella Capital
Connecticut
$3.44M
IWC
72
Integrated Wealth Concepts
Massachusetts
$3.42M
AWM
73
Aprio Wealth Management
Georgia
$3.42M
DI
74
Disciplined Investments
Oklahoma
$3.3M
BWMG
75
Bannerman Wealth Management Group
Texas
$3.27M