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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
BWMG
76
Bannerman Wealth Management Group
Texas
$3.27M
FPAS
77
Focus Partners Advisor Solutions
Missouri
$3.26M
Wealth Enhancement Advisory Services
78
Wealth Enhancement Advisory Services
Minnesota
$3.04M
SCA
79
Strathmore Capital Advisors
North Carolina
$2.83M
MML Investors Services
80
MML Investors Services
Massachusetts
$2.8M
BH
81
Burk Holdings
Oklahoma
$2.59M
SIMC
82
Squire Investment Management Company
Utah
$2.59M
PA
83
PFG Advisors
Arizona
$2.5M
SWG
84
Summit Wealth Group
Vermont
$2.47M
WCM
85
Warburton Capital Management
Oklahoma
$2.43M
CWM
86
CarsonAllaria Wealth Management
Illinois
$2.41M
Mercer Global Advisors
87
Mercer Global Advisors
Colorado
$2.36M
BIG
88
Builder Investment Group
Georgia
$2.35M
GJIA
89
Glass Jacobson Investment Advisors
Maryland
$2.33M
AC
90
Applied Capital
Arkansas
$2.12M
THL
91
Tillman Hartley LLC
Colorado
$2.12M
NA
92
Note Advisors
New York
$2.05M
FWM
93
FMB Wealth Management
California
$2.05M
FMWA
94
Forvis Mazars Wealth Advisors
Missouri
$2.01M
PAM
95
Pacific Asset Management
Washington
$2M
SAG
96
SageView Advisory Group
California
$1.94M
AWM
97
Austin Wealth Management
Texas
$1.93M
Creative Planning
98
Creative Planning
Kansas
$1.93M
Osaic Holdings
99
Osaic Holdings
Arizona
$1.9M
HWMG
100
Hurlow Wealth Management Group
Indiana
$1.86M