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Dimensional US Real Estate ETF

253 hedge funds and large institutions have $976M invested in Dimensional US Real Estate ETF in 2025 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 108 increasing their positions, 78 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
253
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
19
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$225K
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FWM
101
FMB Wealth Management
California
$1.66M
AWM
102
Ariadne Wealth Management
California
$1.63M
ALWM
103
Andrews Lucia Wealth Management
California
$1.59M
AF
104
Allworth Financial
California
$1.55M
VPWA
105
Vestia Personal Wealth Advisors
Indiana
$1.54M
JFG
106
JMG Financial Group
Illinois
$1.51M
AWMNH
107
Arcadia Wealth Management (New Hampshire)
New Hampshire
$1.49M
FFG
108
First Financial Group
North Carolina
$1.44M
KAS
109
Kestra Advisory Services
Texas
$1.42M
VPF
110
Vantage Point Financial
Illinois
$1.4M
SWA
111
Sterling Wealth Advisors
Florida
$1.37M
CA
112
CGN Advisors
Kansas
$1.36M
Corient Private Wealth
113
Corient Private Wealth
Florida
$1.28M
AWM
114
Aegis Wealth Management
Maryland
$1.23M
WAM
115
Weinberger Asset Management
California
$1.2M
MFG
116
Merit Financial Group
Georgia
$1.17M
SIS
117
Strategic Investment Solutions
Illinois
$1.17M
FPCG
118
Forum Private Client Group
Indiana
$1.16M
W
119
WPWealth
Texas
$1.16M
CA
120
Clune & Associates
Illinois
$1.16M
DPI
121
Diversified Portfolios Inc
Michigan
$1.13M
NA
122
NewEdge Advisors
Louisiana
$1.12M
SFP
123
Sterling Financial Planning
New Jersey
$1.09M
RLIM
124
Red Lighthouse Investment Management
New York
$1.08M
TC
125
TAGStone Capital
North Carolina
$1.04M