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Dimensional US Real Estate ETF

256 hedge funds and large institutions have $1.03B invested in Dimensional US Real Estate ETF in 2025 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 137 increasing their positions, 61 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
256
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
ALWM
101
Andrews Lucia Wealth Management
California
$1.83M
VPWA
102
Vestia Personal Wealth Advisors
Indiana
$1.77M
AI
103
Atria Investments
North Carolina
$1.76M
AF
104
Allworth Financial
California
$1.73M
AWM
105
Ariadne Wealth Management
California
$1.71M
AWM
106
Apollon Wealth Management
South Carolina
$1.67M
RFP
107
RCS Financial Planning
Maryland
$1.64M
FFG
108
First Financial Group
North Carolina
$1.63M
JFG
109
JMG Financial Group
Illinois
$1.57M
CA
110
CGN Advisors
Kansas
$1.4M
VF
111
Vawter Financial
Ohio
$1.37M
FWM
112
Fortress Wealth Management
California
$1.33M
WAM
113
Weinberger Asset Management
California
$1.33M
KAS
114
Kestra Advisory Services
Texas
$1.33M
VPF
115
Vantage Point Financial
Illinois
$1.31M
AWMNH
116
Arcadia Wealth Management (New Hampshire)
New Hampshire
$1.31M
W
117
WPWealth
Texas
$1.19M
DPI
118
Diversified Portfolios Inc
Michigan
$1.15M
CA
119
Clune & Associates
Illinois
$1.15M
Corient Private Wealth
120
Corient Private Wealth
Florida
$1.14M
AWMM
121
Aegis Wealth Management (Maryland)
Maryland
$1.13M
SFP
122
Sterling Financial Planning
New Jersey
$1.11M
RLIM
123
Red Lighthouse Investment Management
New York
$1.1M
MFG
124
Merit Financial Group
Georgia
$1.09M
NA
125
NewEdge Advisors
Louisiana
$1.07M