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Dimensional US Real Estate ETF

283 hedge funds and large institutions have $1.1B invested in Dimensional US Real Estate ETF in 2025 Q4 according to their latest regulatory filings, with 42 funds opening new positions, 133 increasing their positions, 69 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

320% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 10

93% more repeat investments, than reductions

Existing positions increased: 133 | Existing positions reduced: 69

26% more call options, than puts

Call options by funds: $1.75M | Put options by funds: $1.38M

10% more funds holding

Funds holding: 257283 (+26)

6% more capital invested

Capital invested by funds: $1.03B → $1.1B (+$65M)

5% more funds holding in top 10

Funds holding in top 10: 2122 (+1)

3.82% more ownership

Funds ownership: 73.39%77.21% (+3.8%)

Holders
283
Holders Change
+26
Holders Change %
+10.12%
% of All Funds
3.44%
Holding in Top 10
22
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.76%
% of All Funds
0.27%
New
42
Increased
133
Reduced
69
Closed
10
Calls
$1.75M
Puts
$1.38M
Net Calls
+$364K
Net Calls Change
+$364K
Name Holding Trade Value Shares
Change
Change in
Stake
SAG
101
SageView Advisory Group
California
$1.96M +$106K +4,543 +6%
TP
102
Trailhead Planners
Minnesota
$1.95M +$1.99M +85,101 New
Envestnet Asset Management
103
Envestnet Asset Management
Illinois
$1.86M -$1.71M -73,049 -47%
ALWM
104
Andrews Lucia Wealth Management
California
$1.86M +$106K +4,527 +6%
FJWM
105
Ferguson Johnson Wealth Management
Maryland
$1.83M +$1.88M +80,139 New
CA
106
Clune & Associates
Illinois
$1.8M +$719K +30,718 +64%
Creative Planning
107
Creative Planning
Kansas
$1.79M -$58.9K -2,513 -3%
VPWA
108
Vestia Personal Wealth Advisors
Indiana
$1.79M +$42.8K +1,829 +2%
AWM
109
Austin Wealth Management
Texas
$1.75M -$99.9K -4,264 -5%
RFP
110
RCS Financial Planning
Maryland
$1.58M +$6.44K +275 +0.4%
FFG
111
First Financial Group
North Carolina
$1.54M -$20.3K -865 -1%
JFG
112
JMG Financial Group
Illinois
$1.53M +$24.6K +1,052 +2%
FMWA
113
Forvis Mazars Wealth Advisors
Missouri
$1.51M -$437K -18,654 -22%
AWM
114
Apollon Wealth Management
South Carolina
$1.49M -$117K -5,000 -7%
Mercer Global Advisors
115
Mercer Global Advisors
Colorado
$1.47M -$807K -34,473 -35%
BJB
116
Broadhurst Jeffrey B
$1.46M +$1.49M +63,728 New
CA
117
CGN Advisors
Kansas
$1.38M +$41.4K +1,768 +3%
QC
118
Quadrature Capital
United Kingdom
$1.38M +$1.41M +60,091 New
RPA
119
Redwood Park Advisors
California
$1.35M +$612K +26,128 +80%
WAM
120
Weinberger Asset Management
California
$1.3M +$18.3K +781 +1%
SEIA
121
Signature Estate & Investment Advisors
California
$1.26M +$715K +30,512 +123%
SA
122
Sanctuary Advisors
Indiana
$1.25M +$1.27M +54,416 New
AWMNH
123
Arcadia Wealth Management (New Hampshire)
New Hampshire
$1.24M -$22.1K -943 -2%
IWC
124
Infinity Wealth Counsel
Ohio
$1.24M +$344K +14,690 +37%
DWM
125
DWR Wealth Management
California
$1.22M +$1.24M +52,983 New