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Dimensional US Real Estate ETF

254 hedge funds and large institutions have $1.02B invested in Dimensional US Real Estate ETF in 2025 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 135 increasing their positions, 61 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
254
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
21
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
VPWA
101
Vestia Personal Wealth Advisors
Indiana
$1.77M
AI
102
Atria Investments
North Carolina
$1.76M
AF
103
Allworth Financial
California
$1.73M
AWM
104
Ariadne Wealth Management
California
$1.71M
AWM
105
Apollon Wealth Management
South Carolina
$1.67M
RFP
106
RCS Financial Planning
Maryland
$1.64M
FFG
107
First Financial Group
North Carolina
$1.63M
JFG
108
JMG Financial Group
Illinois
$1.57M
CA
109
CGN Advisors
Kansas
$1.4M
VF
110
Vawter Financial
Ohio
$1.37M
FWM
111
Fortress Wealth Management
California
$1.33M
WAM
112
Weinberger Asset Management
California
$1.33M
KAS
113
Kestra Advisory Services
Texas
$1.33M
VPF
114
Vantage Point Financial
Illinois
$1.31M
AWMNH
115
Arcadia Wealth Management (New Hampshire)
New Hampshire
$1.31M
W
116
WPWealth
Texas
$1.19M
DPI
117
Diversified Portfolios Inc
Michigan
$1.15M
CA
118
Clune & Associates
Illinois
$1.15M
Corient Private Wealth
119
Corient Private Wealth
Florida
$1.14M
AWM
120
Aegis Wealth Management
Maryland
$1.13M
SFP
121
Sterling Financial Planning
New Jersey
$1.11M
RLIM
122
Red Lighthouse Investment Management
New York
$1.1M
MFG
123
Merit Financial Group
Georgia
$1.09M
NA
124
NewEdge Advisors
Louisiana
$1.07M
FPCG
125
Forum Private Client Group
Indiana
$1.05M