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Dimensional US Real Estate ETF

279 hedge funds and large institutions have $1.09B invested in Dimensional US Real Estate ETF in 2025 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 130 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:

7% more capital invested

Capital invested by funds: $1.02B → $1.09B (+$75.9M)

5% more funds holding in top 10

Funds holding in top 10: 2122 (+1)

4.6% more ownership

Funds ownership: 72.31%76.9% (+4.6%)

Holders
279
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
W
126
WPWealth
Texas
$1.16M
AIA
127
AssuredPartners Investment Advisors
Florida
$1.15M
AWM
128
Ariadne Wealth Management
California
$1.14M
Corient Private Wealth
129
Corient Private Wealth
Florida
$1.14M
AFA
130
Aznar Financial Advisors
New Jersey
$1.13M
SFP
131
Sterling Financial Planning
New Jersey
$1.09M
SFS
132
Sowell Financial Services
Arkansas
$1.09M
BFA
133
Ballast Financial Advisors
Pennsylvania
$1.07M
RLIM
134
Red Lighthouse Investment Management
New York
$1.06M
GWMT
135
Guardian Wealth Management (Tennessee)
Tennessee
$1.04M
DPW
136
DiNuzzo Private Wealth
Pennsylvania
$1.04M
PWIA
137
Porter White Investment Advisors
Alabama
$1.03M
FPCG
138
Forum Private Client Group
Indiana
$990K
DPI
139
Diversified Portfolios Inc
Michigan
$975K
NA
140
NewEdge Advisors
Louisiana
$970K
Cambridge Investment Research Advisors
141
Cambridge Investment Research Advisors
Iowa
$941K
WANY
142
Wealthspire Advisors (New York)
New York
$914K
MFG
143
Merit Financial Group
Georgia
$876K
HWMC
144
Heritage Wealth Management (California)
California
$863K
MW
145
Marrick Wealth
California
$855K
TC
146
TAGStone Capital
North Carolina
$853K
SFC
147
Sprinkle Financial Consultants
Colorado
$835K
AA
148
Advisory Alpha
Michigan
$792K
SIS
149
Strategic Investment Solutions
Illinois
$791K
ARA
150
Approach Retirement Advisors
Alabama
$739K