We are live on ! Find out more
DFAR icon

Dimensional US Real Estate ETF

283 hedge funds and large institutions have $1.1B invested in Dimensional US Real Estate ETF in 2025 Q4 according to their latest regulatory filings, with 42 funds opening new positions, 133 increasing their positions, 69 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

320% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 10

93% more repeat investments, than reductions

Existing positions increased: 133 | Existing positions reduced: 69

26% more call options, than puts

Call options by funds: $1.75M | Put options by funds: $1.38M

10% more funds holding

Funds holding: 257283 (+26)

6% more capital invested

Capital invested by funds: $1.03B → $1.1B (+$65M)

5% more funds holding in top 10

Funds holding in top 10: 2122 (+1)

3.82% more ownership

Funds ownership: 73.39%77.21% (+3.8%)

Holders
283
Holders Change
+26
Holders Change %
+10.12%
% of All Funds
3.44%
Holding in Top 10
22
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.76%
% of All Funds
0.27%
New
42
Increased
133
Reduced
69
Closed
10
Calls
$1.75M
Puts
$1.38M
Net Calls
+$364K
Net Calls Change
+$364K
Name Holding Trade Value Shares
Change
Change in
Stake
SA
51
Seneschal Advisors
Washington
$4.6M +$247K +10,527 +6%
BCI
52
Brinker Capital Investments
Pennsylvania
$4.51M +$4.33M +184,880 +1,534%
IWS
53
Integrity Wealth Solutions
Colorado
$4.47M +$476K +20,330 +12%
SWGC
54
Summit Wealth Group (Colorado)
Colorado
$4.39M +$4.48M +191,499 New
DWM
55
Diversify Wealth Management
Utah
$4.38M -$414K -17,678 -9%
GWM
56
Grand Wealth Management
Michigan
$4.33M +$519K +22,153 +13%
DF
57
DecisionPoint Financial
Arizona
$4.29M -$1.3M -55,305 -23%
BA
58
Bridgewater Advisors
New York
$4.2M -$8.56M -365,472 -67%
CC
59
Citrine Capital
California
$4.11M +$237K +10,140 +6%
MHS
60
M Holdings Securities
Oregon
$4.08M +$3.27M +139,725 +361%
AWMNY
61
Arcadia Wealth Management (New York)
New York
$4.07M +$288K +12,312 +7%
RIAS
62
Rachor Investment Advisory Services
Michigan
$4.05M +$4.15M +177,039 New
BWA
63
BCU Wealth Advisors
Illinois
$3.95M +$384K +16,380 +11%
NBWM
64
North Berkeley Wealth Management
California
$3.83M +$3.92M +167,397 New
RWM
65
Rockwood Wealth Management
Pennsylvania
$3.82M -$197K -8,410 -5%
SWA
66
Strategic Wealth Advisors
Arizona
$3.8M +$3.89M +165,957 New
RWM
67
Ruedi Wealth Management
Illinois
$3.78M -$40.1K -1,712 -1%
AWM
68
AE Wealth Management
Kansas
$3.76M -$98.8K -4,220 -3%
MCA
69
Maryland Capital Advisors
Maryland
$3.74M +$148K +6,324 +4%
AC
70
Apella Capital
Connecticut
$3.7M +$392K +16,727 +12%
EAM
71
Evanson Asset Management
California
$3.67M +$49.7K +2,124 +1%
DI
72
Disciplined Investments
Oklahoma
$3.48M +$321K +13,718 +10%
AWM
73
Aprio Wealth Management
Georgia
$3.4M +$119K +5,092 +4%
BWMG
74
Bannerman Wealth Management Group
Texas
$3.36M +$228K +9,745 +7%
BH
75
Burk Holdings
Oklahoma
$3.24M +$768K +32,800 +30%