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Dimensional US Real Estate ETF

257 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, 138 increasing their positions, 61 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

126% more repeat investments, than reductions

Existing positions increased: 138 | Existing positions reduced: 61

21% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 14

11% more funds holding in top 10

Funds holding in top 10: 1921 (+2)

4% more capital invested

Capital invested by funds: $990M → $1.03B (+$43.3M)

0% more funds holding

Funds holding: 256257 (+1)

0.52% less ownership

Funds ownership: 73.92%73.39% (-0.52%)

Holders
257
Holders Change
+1
Holders Change %
+0.39%
% of All Funds
3.37%
Holding in Top 10
21
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+10.53%
% of All Funds
0.28%
New
17
Increased
138
Reduced
61
Closed
14
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 +$207K +8,799 +13%
VPWA
102
Vestia Personal Wealth Advisors
Indiana
$1.77M +$202K +8,567 +13%
AI
103
Atria Investments
North Carolina
$1.76M -$1.28M -54,129 -42%
AF
104
Allworth Financial
California
$1.73M +$158K +6,692 +10%
AWM
105
Ariadne Wealth Management
California
$1.71M +$77.8K +3,300 +5%
AWM
106
Apollon Wealth Management
South Carolina
$1.67M -$161K -6,833 -9%
RFP
107
RCS Financial Planning
Maryland
$1.64M -$59.2K -2,512 -4%
FFG
108
First Financial Group
North Carolina
$1.63M +$160K +6,771 +11%
JFG
109
JMG Financial Group
Illinois
$1.57M +$29.9K +1,270 +2%
CA
110
CGN Advisors
Kansas
$1.4M +$13.5K +572 +1%
VF
111
Vawter Financial
Ohio
$1.37M +$1.36M +57,479 New
FWM
112
Fortress Wealth Management
California
$1.33M +$1.32M +55,930 New
WAM
113
Weinberger Asset Management
California
$1.33M +$113K +4,792 +9%
KAS
114
Kestra Advisory Services
Texas
$1.33M -$114K -4,831 -8%
VPF
115
Vantage Point Financial
Illinois
$1.31M -$105K -4,459 -7%
AWMNH
116
Arcadia Wealth Management (New Hampshire)
New Hampshire
$1.31M -$196K -8,329 -13%
W
117
WPWealth
Texas
$1.19M +$13.7K +581 +1%
DPI
118
Diversified Portfolios Inc
Michigan
$1.15M +$1.67K +71 +0.1%
CA
119
Clune & Associates
Illinois
$1.15M -$29.8K -1,265 -3%
Corient Private Wealth
120
Corient Private Wealth
Florida
$1.14M -$158K -6,720 -12%
AWMM
121
Aegis Wealth Management (Maryland)
Maryland
$1.13M -$99.4K -4,214 -8%
SFP
122
Sterling Financial Planning
New Jersey
$1.11M +$2.88K +122 +0.3%
RLIM
123
Red Lighthouse Investment Management
New York
$1.1M
MFG
124
Merit Financial Group
Georgia
$1.09M -$96.4K -4,089 -8%
NA
125
NewEdge Advisors
Louisiana
$1.07M -$62.7K -2,659 -6%