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Dimensional US Real Estate ETF

256 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, 137 increasing their positions, 61 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
256
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
OA
51
Oceanside Advisors
South Carolina
$5.06M
GCA
52
Gradient Capital Advisors
California
$4.84M
Northwestern Mutual Wealth Management
53
Northwestern Mutual Wealth Management
Wisconsin
$4.81M
LFGO
54
Legacy Financial Group (Oklahoma)
Oklahoma
$4.8M
DWM
55
Diversify Wealth Management
Utah
$4.78M
CPIG
56
Chicago Partners Investment Group
Illinois
$4.77M
SA
57
Seneschal Advisors
Washington
$4.54M
RWM
58
Rockwood Wealth Management
Pennsylvania
$4.18M
IWS
59
Integrity Wealth Solutions
Colorado
$4.17M
PPWM
60
PFG Private Wealth Management
Florida
$4.17M
CC
61
Citrine Capital
California
$4.04M
AWM
62
AE Wealth Management
Kansas
$4.01M
GWM
63
Grand Wealth Management
Michigan
$3.98M
RWM
64
Ruedi Wealth Management
Illinois
$3.98M
AWMNY
65
Arcadia Wealth Management (New York)
New York
$3.94M
EAM
66
Evanson Asset Management
California
$3.77M
MCA
67
Maryland Capital Advisors
Maryland
$3.74M
BWA
68
BCU Wealth Advisors
Illinois
$3.72M
Envestnet Asset Management
69
Envestnet Asset Management
Illinois
$3.68M
Commonwealth Equity Services
70
Commonwealth Equity Services
Massachusetts
$3.61M
BFA
71
Brown Financial Advisory
Alabama
$3.47M
AC
72
Apella Capital
Connecticut
$3.44M
IWC
73
Integrated Wealth Concepts
Massachusetts
$3.42M
AWM
74
Aprio Wealth Management
Georgia
$3.42M
DI
75
Disciplined Investments
Oklahoma
$3.3M