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Dimensional US Real Estate ETF

251 hedge funds and large institutions have $1.02B invested in Dimensional US Real Estate ETF in 2025 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 134 increasing their positions, 59 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
251
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
FPAS
76
Focus Partners Advisor Solutions
Missouri
$3.26M
Wealth Enhancement Advisory Services
77
Wealth Enhancement Advisory Services
Minnesota
$3.04M
SCA
78
Strathmore Capital Advisors
North Carolina
$2.83M
MML Investors Services
79
MML Investors Services
Massachusetts
$2.8M
BH
80
Burk Holdings
Oklahoma
$2.59M
SIMC
81
Squire Investment Management Company
Utah
$2.59M
PA
82
PFG Advisors
Arizona
$2.5M
SWG
83
Summit Wealth Group
Vermont
$2.47M
WCM
84
Warburton Capital Management
Oklahoma
$2.43M
CWM
85
CarsonAllaria Wealth Management
Illinois
$2.41M
Mercer Global Advisors
86
Mercer Global Advisors
Colorado
$2.36M
BIG
87
Builder Investment Group
Georgia
$2.35M
GJIA
88
Glass Jacobson Investment Advisors
Maryland
$2.33M
AC
89
Applied Capital
Arkansas
$2.12M
THL
90
Tillman Hartley LLC
Colorado
$2.12M
NA
91
Note Advisors
New York
$2.05M
FWM
92
FMB Wealth Management
California
$2.05M
FMWA
93
Forvis Mazars Wealth Advisors
Missouri
$2.01M
PAM
94
Pacific Asset Management
Washington
$2M
SAG
95
SageView Advisory Group
California
$1.94M
AWM
96
Austin Wealth Management
Texas
$1.93M
Creative Planning
97
Creative Planning
Kansas
$1.93M
Osaic Holdings
98
Osaic Holdings
Arizona
$1.9M
HWMG
99
Hurlow Wealth Management Group
Indiana
$1.86M
ALWM
100
Andrews Lucia Wealth Management
California
$1.83M