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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
TP
101
Trailhead Planners
Minnesota
$1.95M
Envestnet Asset Management
102
Envestnet Asset Management
Illinois
$1.86M
ALWM
103
Andrews Lucia Wealth Management
California
$1.86M
FJWM
104
Ferguson Johnson Wealth Management
Maryland
$1.83M
CA
105
Clune & Associates
Illinois
$1.8M
Creative Planning
106
Creative Planning
Kansas
$1.79M
VPWA
107
Vestia Personal Wealth Advisors
Indiana
$1.79M
AWM
108
Austin Wealth Management
Texas
$1.75M
RFP
109
RCS Financial Planning
Maryland
$1.58M
FFG
110
First Financial Group
North Carolina
$1.54M
JFG
111
JMG Financial Group
Illinois
$1.53M
FMWA
112
Forvis Mazars Wealth Advisors
Missouri
$1.51M
AWM
113
Apollon Wealth Management
South Carolina
$1.49M
Mercer Global Advisors
114
Mercer Global Advisors
Colorado
$1.47M
CA
115
CGN Advisors
Kansas
$1.38M
QC
116
Quadrature Capital
United Kingdom
$1.38M
RPA
117
Redwood Park Advisors
California
$1.35M
WAM
118
Weinberger Asset Management
California
$1.3M
SEIA
119
Signature Estate & Investment Advisors
California
$1.26M
SA
120
Sanctuary Advisors
Indiana
$1.25M
AWMNH
121
Arcadia Wealth Management (New Hampshire)
New Hampshire
$1.24M
IWC
122
Infinity Wealth Counsel
Ohio
$1.24M
VF
123
Vawter Financial
Ohio
$1.2M
VPF
124
Vantage Point Financial
Illinois
$1.18M
KAS
125
Kestra Advisory Services
Texas
$1.17M