DFAR icon

Dimensional US Real Estate ETF

251 hedge funds and large institutions have $1.02B invested in Dimensional US Real Estate ETF in 2025 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 134 increasing their positions, 59 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
251
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
PWIA
126
Porter White Investment Advisors
Alabama
$1.03M
AIA
127
AssuredPartners Investment Advisors
Florida
$1.03M
SFS
128
Sowell Financial Services
Arkansas
$1.02M
DPW
129
DiNuzzo Private Wealth
Pennsylvania
$973K
WANY
130
Wealthspire Advisors (New York)
New York
$952K
IWC
131
Infinity Wealth Counsel
Ohio
$937K
MHS
132
M Holdings Securities
Oregon
$922K
HWMC
133
Heritage Wealth Management (California)
California
$884K
Mariner
134
Mariner
Kansas
$873K
SFC
135
Sprinkle Financial Consultants
Colorado
$859K
AA
136
Advisory Alpha
Michigan
$824K
Royal Bank of Canada
137
Royal Bank of Canada
Ontario, Canada
$815K
LCWP
138
Legacy Capital Wealth Partners
Arkansas
$796K
RPA
139
Redwood Park Advisors
California
$780K
E
140
EntreWealth
Texas
$755K
LWM
141
Lakeridge Wealth Management
Ohio
$721K
CG
142
Caprock Group
Idaho
$668K
SWA
143
Sax Wealth Advisors
New Jersey
$666K
SWM
144
SpringVest Wealth Management
Texas
$639K
AUB
145
Atlantic Union Bankshares
Virginia
$631K
DFC
146
DBK Financial Counsel
Ohio
$615K
SEI Investments
147
SEI Investments
Pennsylvania
$610K
MWA
148
Monograph Wealth Advisors
California
$600K
SEIA
149
Signature Estate & Investment Advisors
California
$589K
AIS
150
American Investment Services
Massachusetts
$580K