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Dimensional US Real Estate ETF

279 hedge funds and large institutions have $1.09B invested in Dimensional US Real Estate ETF in 2025 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 130 increasing their positions, 69 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more call options, than puts

Call options by funds: $ | Put options by funds: $

more funds holding

Funds holding:

7% more capital invested

Capital invested by funds: $1.02B → $1.09B (+$75.9M)

5% more funds holding in top 10

Funds holding in top 10: 2122 (+1)

4.6% more ownership

Funds ownership: 72.31%76.9% (+4.6%)

Holders
279
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
22
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1.75M
Puts
$1.38M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SA
51
Seneschal Advisors
Washington
$4.6M
BCI
52
Brinker Capital Investments
Pennsylvania
$4.51M
IWS
53
Integrity Wealth Solutions
Colorado
$4.47M
SWGC
54
Summit Wealth Group (Colorado)
Colorado
$4.39M
DWM
55
Diversify Wealth Management
Utah
$4.38M
GWM
56
Grand Wealth Management
Michigan
$4.33M
DF
57
DecisionPoint Financial
Arizona
$4.29M
BA
58
Bridgewater Advisors
New York
$4.2M
CC
59
Citrine Capital
California
$4.11M
MHS
60
M Holdings Securities
Oregon
$4.08M
AWMNY
61
Arcadia Wealth Management (New York)
New York
$4.07M
RIAS
62
Rachor Investment Advisory Services
Michigan
$4.05M
BWA
63
BCU Wealth Advisors
Illinois
$3.95M
NBWM
64
North Berkeley Wealth Management
California
$3.83M
RWM
65
Rockwood Wealth Management
Pennsylvania
$3.82M
SWA
66
Strategic Wealth Advisors
Arizona
$3.8M
RWM
67
Ruedi Wealth Management
Illinois
$3.78M
AWM
68
AE Wealth Management
Kansas
$3.76M
MCA
69
Maryland Capital Advisors
Maryland
$3.74M
AC
70
Apella Capital
Connecticut
$3.7M
EAM
71
Evanson Asset Management
California
$3.67M
DI
72
Disciplined Investments
Oklahoma
$3.48M
AWM
73
Aprio Wealth Management
Georgia
$3.4M
BWMG
74
Bannerman Wealth Management Group
Texas
$3.36M
BH
75
Burk Holdings
Oklahoma
$3.24M