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Dimensional US Real Estate ETF

257 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, 138 increasing their positions, 61 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

126% more repeat investments, than reductions

Existing positions increased: 138 | Existing positions reduced: 61

21% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 14

11% more funds holding in top 10

Funds holding in top 10: 1921 (+2)

4% more capital invested

Capital invested by funds: $990M → $1.03B (+$43.3M)

0% more funds holding

Funds holding: 256257 (+1)

0.52% less ownership

Funds ownership: 73.92%73.39% (-0.52%)

Holders
257
Holders Change
+1
Holders Change %
+0.39%
% of All Funds
3.37%
Holding in Top 10
21
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+10.53%
% of All Funds
0.28%
New
17
Increased
138
Reduced
61
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
OA
51
Oceanside Advisors
South Carolina
$5.06M +$179K +7,575 +4%
GCA
52
Gradient Capital Advisors
California
$4.84M +$125K +5,303 +3%
Northwestern Mutual Wealth Management
53
Northwestern Mutual Wealth Management
Wisconsin
$4.81M +$293K +12,444 +7%
LFGO
54
Legacy Financial Group (Oklahoma)
Oklahoma
$4.8M -$17.7K -749 -0.4%
DWM
55
Diversify Wealth Management
Utah
$4.78M -$790K -33,527 -14%
CPIG
56
Chicago Partners Investment Group
Illinois
$4.77M +$49.9K +2,118 +1%
SA
57
Seneschal Advisors
Washington
$4.54M +$424K +18,003 +10%
RWM
58
Rockwood Wealth Management
Pennsylvania
$4.18M -$207K -8,776 -5%
IWS
59
Integrity Wealth Solutions
Colorado
$4.17M +$266K +11,266 +7%
PPWM
60
PFG Private Wealth Management
Florida
$4.17M +$4.12M +174,724 New
CC
61
Citrine Capital
California
$4.04M +$300K +12,712 +8%
AWM
62
AE Wealth Management
Kansas
$4.01M -$98.5K -4,179 -2%
GWM
63
Grand Wealth Management
Michigan
$3.98M +$247K +10,469 +7%
RWM
64
Ruedi Wealth Management
Illinois
$3.98M +$23.3K +990 +0.6%
AWMNY
65
Arcadia Wealth Management (New York)
New York
$3.94M +$167K +7,104 +4%
EAM
66
Evanson Asset Management
California
$3.77M +$24.4K +1,034 +0.7%
MCA
67
Maryland Capital Advisors
Maryland
$3.74M +$251K +10,636 +7%
BWA
68
BCU Wealth Advisors
Illinois
$3.72M +$425K +18,026 +13%
Envestnet Asset Management
69
Envestnet Asset Management
Illinois
$3.68M +$474K +20,095 +15%
Commonwealth Equity Services
70
Commonwealth Equity Services
Massachusetts
$3.61M -$635K -26,919 -15%
BFA
71
Brown Financial Advisory
Alabama
$3.47M -$492K -20,851 -13%
AC
72
Apella Capital
Connecticut
$3.44M +$325K +13,780 +11%
IWC
73
Integrated Wealth Concepts
Massachusetts
$3.42M +$244K +10,330 +8%
AWM
74
Aprio Wealth Management
Georgia
$3.42M -$12.9M -546,577 -79%
DI
75
Disciplined Investments
Oklahoma
$3.3M +$175K +7,423 +6%