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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
BWMG
76
Bannerman Wealth Management Group
Texas
$3.27M +$274K +11,601 +9%
FPAS
77
Focus Partners Advisor Solutions
Missouri
$3.26M -$1.37M -58,079 -30%
Wealth Enhancement Advisory Services
78
Wealth Enhancement Advisory Services
Minnesota
$3.04M +$465K +19,739 +18%
SCA
79
Strathmore Capital Advisors
North Carolina
$2.83M +$109K +4,629 +4%
MML Investors Services
80
MML Investors Services
Massachusetts
$2.8M +$98.4K +4,175 +4%
BH
81
Burk Holdings
Oklahoma
$2.59M +$349K +14,797 +16%
SIMC
82
Squire Investment Management Company
Utah
$2.59M +$497K +21,083 +24%
PA
83
PFG Advisors
Arizona
$2.5M +$404K +17,144 +20%
SWG
84
Summit Wealth Group
Vermont
$2.47M +$39.2K +1,661 +2%
WCM
85
Warburton Capital Management
Oklahoma
$2.43M +$510K +21,642 +27%
CWM
86
CarsonAllaria Wealth Management
Illinois
$2.41M +$35.9K +1,524 +2%
Mercer Global Advisors
87
Mercer Global Advisors
Colorado
$2.36M -$80.8K -3,426 -3%
BIG
88
Builder Investment Group
Georgia
$2.35M +$116K +4,931 +5%
GJIA
89
Glass Jacobson Investment Advisors
Maryland
$2.33M +$130K +5,509 +6%
AC
90
Applied Capital
Arkansas
$2.12M +$157K +6,648 +8%
THL
91
Tillman Hartley LLC
Colorado
$2.12M +$72.3K +3,068 +4%
NA
92
Note Advisors
New York
$2.05M +$189K +8,030 +10%
FWM
93
FMB Wealth Management
California
$2.05M +$362K +15,368 +22%
FMWA
94
Forvis Mazars Wealth Advisors
Missouri
$2.01M -$900K -38,183 -31%
PAM
95
Pacific Asset Management
Washington
$2M +$105K +4,474 +6%
SAG
96
SageView Advisory Group
California
$1.94M +$26.5K +1,125 +1%
AWM
97
Austin Wealth Management
Texas
$1.93M -$550K -23,315 -23%
Creative Planning
98
Creative Planning
Kansas
$1.93M +$6.39K +271 +0.3%
Osaic Holdings
99
Osaic Holdings
Arizona
$1.9M +$1.24M +52,611 +194%
HWMG
100
Hurlow Wealth Management Group
Indiana
$1.86M +$1.35M +57,426 +280%