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Dimensional US Real Estate ETF

253 hedge funds and large institutions have $976M invested in Dimensional US Real Estate ETF in 2025 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 108 increasing their positions, 78 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
253
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
AI
76
Atria Investments
North Carolina
$3M
BWMG
77
Bannerman Wealth Management Group
Texas
$2.94M
FMWA
78
Forvis Mazars Wealth Advisors
Missouri
$2.88M
SCA
79
Strathmore Capital Advisors
North Carolina
$2.67M
MML Investors Services
80
MML Investors Services
Massachusetts
$2.65M
Wealth Enhancement Advisory Services
81
Wealth Enhancement Advisory Services
Minnesota
$2.58M
Mercer Global Advisors
82
Mercer Global Advisors
Colorado
$2.4M
AWM
83
Austin Wealth Management
Texas
$2.39M
SWG
84
Summit Wealth Group
Vermont
$2.39M
CWM
85
CarsonAllaria Wealth Management
Illinois
$2.34M
BH
86
Burk Holdings
Oklahoma
$2.2M
BIG
87
Builder Investment Group
Georgia
$2.19M
GJIA
88
Glass Jacobson Investment Advisors
Maryland
$2.16M
PA
89
PFG Advisors
Arizona
$2.05M
SIMC
90
Squire Investment Management Company
Utah
$2.05M
THL
91
Tillman Hartley LLC
Colorado
$2.02M
AC
92
Applied Capital
Arkansas
$1.93M
WCM
93
Warburton Capital Management
Oklahoma
$1.91M
Creative Planning
94
Creative Planning
Kansas
$1.89M
SAG
95
SageView Advisory Group
California
$1.88M
PAM
96
Pacific Asset Management
Washington
$1.86M
NA
97
Note Advisors
New York
$1.83M
AWM
98
Apollon Wealth Management
South Carolina
$1.8M
Bank of America
99
Bank of America
North Carolina
$1.79M
RFP
100
RCS Financial Planning
Maryland
$1.67M