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Dimensional US Real Estate ETF

283 hedge funds and large institutions have $1.1B invested in Dimensional US Real Estate ETF in 2025 Q4 according to their latest regulatory filings, with 42 funds opening new positions, 133 increasing their positions, 69 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

320% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 10

93% more repeat investments, than reductions

Existing positions increased: 133 | Existing positions reduced: 69

26% more call options, than puts

Call options by funds: $1.75M | Put options by funds: $1.38M

10% more funds holding

Funds holding: 257283 (+26)

6% more capital invested

Capital invested by funds: $1.03B → $1.1B (+$65M)

5% more funds holding in top 10

Funds holding in top 10: 2122 (+1)

3.82% more ownership

Funds ownership: 73.39%77.21% (+3.8%)

Holders
283
Holders Change
+26
Holders Change %
+10.12%
% of All Funds
3.44%
Holding in Top 10
22
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.76%
% of All Funds
0.27%
New
42
Increased
133
Reduced
69
Closed
10
Calls
$1.75M
Puts
$1.38M
Net Calls
+$364K
Net Calls Change
+$364K
Name Holding Trade Value Shares
Change
Change in
Stake
PFS
76
Professional Financial Solutions
Virginia
$3.15M +$3.23M +137,730 New
Wealth Enhancement Advisory Services
77
Wealth Enhancement Advisory Services
Minnesota
$3.02M +$40.9K +1,745 +1%
HWMG
78
Hurlow Wealth Management Group
Indiana
$2.94M +$1.18M +50,407 +65%
SCA
79
Strathmore Capital Advisors
North Carolina
$2.9M +$190K +8,131 +7%
MML Investors Services
80
MML Investors Services
Massachusetts
$2.86M +$182K +7,751 +7%
WCM
81
Warburton Capital Management
Oklahoma
$2.81M +$496K +21,169 +21%
BIG
82
Builder Investment Group
Georgia
$2.81M +$568K +24,271 +25%
JWM
83
Johnson Wealth Management
North Dakota
$2.75M +$2.82M +120,241 New
BFA
84
Brown Financial Advisory
Alabama
$2.74M -$602K -25,692 -18%
THL
85
Tillman Hartley LLC
Colorado
$2.73M +$706K +30,154 +34%
SIMC
86
Squire Investment Management Company
Utah
$2.72M +$243K +10,394 +10%
PA
87
PFG Advisors
Arizona
$2.66M +$274K +11,701 +11%
IWC
88
Integrated Wealth Concepts
Massachusetts
$2.6M -$693K -29,604 -21%
GJIA
89
Glass Jacobson Investment Advisors
Maryland
$2.49M +$255K +10,906 +11%
Commonwealth Equity Services
90
Commonwealth Equity Services
Massachusetts
$2.44M -$1.05M -44,767 -30%
SWG
91
Summit Wealth Group
Vermont
$2.41M +$48.1K +2,052 +2%
CWM
92
CarsonAllaria Wealth Management
Illinois
$2.4M +$87.2K +3,724 +4%
Corient Private Wealth
93
Corient Private Wealth
Florida
$2.29M +$1.22M +52,037 +109%
FPAS
94
Focus Partners Advisor Solutions
Missouri
$2.23M -$944K -40,292 -29%
AC
95
Applied Capital
Arkansas
$2.19M +$158K +6,742 +8%
NA
96
Note Advisors
New York
$2.17M +$134K +5,707 +7%
FWM
97
FMB Wealth Management
California
$2.01M +$46.1K +1,970 +2%
AF
98
Allworth Financial
California
$2.01M +$355K +15,151 +21%
PAM
99
Pacific Asset Management
Washington
$2.01M +$92.8K +3,961 +5%
Osaic Holdings
100
Osaic Holdings
Arizona
$1.98M +$153K +6,533 +8%