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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
LFGO
51
Legacy Financial Group (Oklahoma)
Oklahoma
$4.74M
GCA
52
Gradient Capital Advisors
California
$4.64M
FPAS
53
Focus Partners Advisor Solutions
Missouri
$4.59M
PWM
54
PBMares Wealth Management
Virginia
$4.58M
EFG
55
Elios Financial Group
Ohio
$4.52M
Northwestern Mutual Wealth Management
56
Northwestern Mutual Wealth Management
Wisconsin
$4.44M
SWGC
57
Summit Wealth Group (Colorado)
Colorado
$4.35M
RWM
58
Rockwood Wealth Management
Pennsylvania
$4.32M
Commonwealth Equity Services
59
Commonwealth Equity Services
Massachusetts
$4.18M
AWM
60
AE Wealth Management
Kansas
$4.05M
SA
61
Seneschal Advisors
Washington
$4.04M
BFA
62
Brown Financial Advisory
Alabama
$3.9M
RWM
63
Ruedi Wealth Management
Illinois
$3.89M
IWS
64
Integrity Wealth Solutions
Colorado
$3.83M
AWMNY
65
Arcadia Wealth Management (New York)
New York
$3.71M
EAM
66
Evanson Asset Management
California
$3.69M
CC
67
Citrine Capital
California
$3.68M
GWM
68
Grand Wealth Management
Michigan
$3.67M
LI
69
LRI Investments
Florida
$3.48M
MCA
70
Maryland Capital Advisors
Maryland
$3.43M
BWA
71
BCU Wealth Advisors
Illinois
$3.24M
Envestnet Asset Management
72
Envestnet Asset Management
Illinois
$3.15M
IWC
73
Integrated Wealth Concepts
Massachusetts
$3.12M
AC
74
Apella Capital
Connecticut
$3.08M
DI
75
Disciplined Investments
Oklahoma
$3.07M