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Dimensional US Real Estate ETF

254 hedge funds and large institutions have $979M invested in Dimensional US Real Estate ETF in 2025 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 109 increasing their positions, 77 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
254
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
Osaic Holdings
82
Osaic Holdings
Arizona
$2.4M
Mercer Global Advisors
83
Mercer Global Advisors
Colorado
$2.4M
AWM
84
Austin Wealth Management
Texas
$2.39M
SWG
85
Summit Wealth Group
Vermont
$2.39M
CWM
86
CarsonAllaria Wealth Management
Illinois
$2.34M
BH
87
Burk Holdings
Oklahoma
$2.2M
BIG
88
Builder Investment Group
Georgia
$2.19M
GJIA
89
Glass Jacobson Investment Advisors
Maryland
$2.16M
PA
90
PFG Advisors
Arizona
$2.05M
SIMC
91
Squire Investment Management Company
Utah
$2.05M
THL
92
Tillman Hartley LLC
Colorado
$2.02M
AC
93
Applied Capital
Arkansas
$1.93M
WCM
94
Warburton Capital Management
Oklahoma
$1.91M
Creative Planning
95
Creative Planning
Kansas
$1.89M
SAG
96
SageView Advisory Group
California
$1.88M
PAM
97
Pacific Asset Management
Washington
$1.86M
NA
98
Note Advisors
New York
$1.83M
AWM
99
Apollon Wealth Management
South Carolina
$1.8M
Bank of America
100
Bank of America
North Carolina
$1.79M