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Dimensional US Real Estate ETF

251 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, 134 increasing their positions, 59 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
251
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
AWM
103
Ariadne Wealth Management
California
$1.71M
AWM
104
Apollon Wealth Management
South Carolina
$1.67M
RFP
105
RCS Financial Planning
Maryland
$1.64M
FFG
106
First Financial Group
North Carolina
$1.63M
JFG
107
JMG Financial Group
Illinois
$1.57M
CA
108
CGN Advisors
Kansas
$1.4M
VF
109
Vawter Financial
Ohio
$1.37M
FWM
110
Fortress Wealth Management
California
$1.33M
WAM
111
Weinberger Asset Management
California
$1.33M
KAS
112
Kestra Advisory Services
Texas
$1.33M
VPF
113
Vantage Point Financial
Illinois
$1.31M
AWMNH
114
Arcadia Wealth Management (New Hampshire)
New Hampshire
$1.31M
W
115
WPWealth
Texas
$1.19M
DPI
116
Diversified Portfolios Inc
Michigan
$1.15M
CA
117
Clune & Associates
Illinois
$1.15M
Corient Private Wealth
118
Corient Private Wealth
Florida
$1.14M
AWM
119
Aegis Wealth Management
Maryland
$1.13M
SFP
120
Sterling Financial Planning
New Jersey
$1.11M
RLIM
121
Red Lighthouse Investment Management
New York
$1.1M
MFG
122
Merit Financial Group
Georgia
$1.09M
NA
123
NewEdge Advisors
Louisiana
$1.07M
FPCG
124
Forum Private Client Group
Indiana
$1.05M
TC
125
TAGStone Capital
North Carolina
$1.05M