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Dimensional US Real Estate ETF

281 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 41 funds opening new positions, 132 increasing their positions, 69 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more call options, than puts

Call options by funds: $ | Put options by funds: $

more funds holding

Funds holding:

6% more capital invested

Capital invested by funds: $1.03B → $1.1B (+$63.5M)

5% more funds holding in top 10

Funds holding in top 10: 2122 (+1)

3.71% more ownership

Funds ownership: 73.38%77.09% (+3.7%)

Holders
281
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
22
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1.75M
Puts
$1.38M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SAG
101
SageView Advisory Group
California
$1.96M
TP
102
Trailhead Planners
Minnesota
$1.95M
Envestnet Asset Management
103
Envestnet Asset Management
Illinois
$1.86M
ALWM
104
Andrews Lucia Wealth Management
California
$1.86M
FJWM
105
Ferguson Johnson Wealth Management
Maryland
$1.83M
CA
106
Clune & Associates
Illinois
$1.8M
Creative Planning
107
Creative Planning
Kansas
$1.79M
VPWA
108
Vestia Personal Wealth Advisors
Indiana
$1.79M
AWM
109
Austin Wealth Management
Texas
$1.75M
RFP
110
RCS Financial Planning
Maryland
$1.58M
FFG
111
First Financial Group
North Carolina
$1.54M
JFG
112
JMG Financial Group
Illinois
$1.53M
FMWA
113
Forvis Mazars Wealth Advisors
Missouri
$1.51M
AWM
114
Apollon Wealth Management
South Carolina
$1.49M
Mercer Global Advisors
115
Mercer Global Advisors
Colorado
$1.47M
CA
116
CGN Advisors
Kansas
$1.38M
QC
117
Quadrature Capital
United Kingdom
$1.38M
RPA
118
Redwood Park Advisors
California
$1.35M
WAM
119
Weinberger Asset Management
California
$1.3M
SEIA
120
Signature Estate & Investment Advisors
California
$1.26M
SA
121
Sanctuary Advisors
Indiana
$1.25M
AWMNH
122
Arcadia Wealth Management (New Hampshire)
New Hampshire
$1.24M
IWC
123
Infinity Wealth Counsel
Ohio
$1.24M
DWML
124
DWR WEALTH MANAGEMENT, LLC
California
$1.22M
VF
125
Vawter Financial
Ohio
$1.2M