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Dimensional US Real Estate ETF

279 hedge funds and large institutions have $1.09B invested in Dimensional US Real Estate ETF in 2025 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 130 increasing their positions, 69 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more call options, than puts

Call options by funds: $ | Put options by funds: $

more funds holding

Funds holding:

7% more capital invested

Capital invested by funds: $1.02B → $1.09B (+$75.9M)

5% more funds holding in top 10

Funds holding in top 10: 2122 (+1)

4.6% more ownership

Funds ownership: 72.31%76.9% (+4.6%)

Holders
279
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
22
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1.75M
Puts
$1.38M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PFS
76
Professional Financial Solutions
Virginia
$3.15M
Wealth Enhancement Advisory Services
77
Wealth Enhancement Advisory Services
Minnesota
$3.02M
HWMG
78
Hurlow Wealth Management Group
Indiana
$2.94M
SCA
79
Strathmore Capital Advisors
North Carolina
$2.9M
MML Investors Services
80
MML Investors Services
Massachusetts
$2.86M
WCM
81
Warburton Capital Management
Oklahoma
$2.81M
BIG
82
Builder Investment Group
Georgia
$2.81M
JWM
83
Johnson Wealth Management
North Dakota
$2.75M
BFA
84
Brown Financial Advisory
Alabama
$2.74M
THL
85
Tillman Hartley LLC
Colorado
$2.73M
SIMC
86
Squire Investment Management Company
Utah
$2.72M
PA
87
PFG Advisors
Arizona
$2.66M
IWC
88
Integrated Wealth Concepts
Massachusetts
$2.6M
GJIA
89
Glass Jacobson Investment Advisors
Maryland
$2.49M
Commonwealth Equity Services
90
Commonwealth Equity Services
Massachusetts
$2.44M
SWG
91
Summit Wealth Group
Vermont
$2.41M
CWM
92
CarsonAllaria Wealth Management
Illinois
$2.4M
FPAS
93
Focus Partners Advisor Solutions
Missouri
$2.23M
AC
94
Applied Capital
Arkansas
$2.19M
NA
95
Note Advisors
New York
$2.17M
FWM
96
FMB Wealth Management
California
$2.01M
AF
97
Allworth Financial
California
$2.01M
PAM
98
Pacific Asset Management
Washington
$2.01M
Osaic Holdings
99
Osaic Holdings
Arizona
$1.98M
SAG
100
SageView Advisory Group
California
$1.96M