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Dimensional US Real Estate ETF

254 hedge funds and large institutions have $979M invested in Dimensional US Real Estate ETF in 2025 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 109 increasing their positions, 77 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
254
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
RFP
101
RCS Financial Planning
Maryland
$1.67M
FWM
102
FMB Wealth Management
California
$1.66M
AWM
103
Ariadne Wealth Management
California
$1.63M
ALWM
104
Andrews Lucia Wealth Management
California
$1.59M
AF
105
Allworth Financial
California
$1.55M
VPWA
106
Vestia Personal Wealth Advisors
Indiana
$1.54M
JFG
107
JMG Financial Group
Illinois
$1.51M
AWMNH
108
Arcadia Wealth Management (New Hampshire)
New Hampshire
$1.49M
FFG
109
First Financial Group
North Carolina
$1.44M
KAS
110
Kestra Advisory Services
Texas
$1.42M
VPF
111
Vantage Point Financial
Illinois
$1.4M
SWA
112
Sterling Wealth Advisors
Florida
$1.37M
CA
113
CGN Advisors
Kansas
$1.36M
Corient Private Wealth
114
Corient Private Wealth
Florida
$1.28M
AWM
115
Aegis Wealth Management
Maryland
$1.23M
WAM
116
Weinberger Asset Management
California
$1.2M
MFG
117
Merit Financial Group
Georgia
$1.17M
SIS
118
Strategic Investment Solutions
Illinois
$1.17M
FPCG
119
Forum Private Client Group
Indiana
$1.16M
W
120
WPWealth
Texas
$1.16M
CA
121
Clune & Associates
Illinois
$1.16M
DPI
122
Diversified Portfolios Inc
Michigan
$1.13M
NA
123
NewEdge Advisors
Louisiana
$1.12M
SFP
124
Sterling Financial Planning
New Jersey
$1.09M
RLIM
125
Red Lighthouse Investment Management
New York
$1.08M