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Dimensional US Real Estate ETF

253 hedge funds and large institutions have $976M invested in Dimensional US Real Estate ETF in 2025 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 108 increasing their positions, 78 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
253
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
PWIA
126
Porter White Investment Advisors
Alabama
$996K
Susquehanna International Group
127
Susquehanna International Group
Pennsylvania
$988K
DPW
128
DiNuzzo Private Wealth
Pennsylvania
$956K
WANY
129
Wealthspire Advisors (New York)
New York
$936K
AIA
130
AssuredPartners Investment Advisors
Florida
$920K
IWC
131
Infinity Wealth Counsel
Ohio
$903K
HWMC
132
Heritage Wealth Management (California)
California
$896K
SFS
133
Sowell Financial Services
Arkansas
$891K
MHS
134
M Holdings Securities
Oregon
$880K
SWA
135
Sax Wealth Advisors
New Jersey
$872K
SFC
136
Sprinkle Financial Consultants
Colorado
$836K
E
137
EntreWealth
Texas
$830K
AA
138
Advisory Alpha
Michigan
$817K
Mariner
139
Mariner
Kansas
$798K
RPA
140
Redwood Park Advisors
California
$714K
DFC
141
DBK Financial Counsel
Ohio
$710K
LWM
142
Lakeridge Wealth Management
Ohio
$698K
MWA
143
Monograph Wealth Advisors
California
$666K
LCWP
144
Legacy Capital Wealth Partners
Arkansas
$651K
Osaic Holdings
145
Osaic Holdings
Arizona
$637K
Royal Bank of Canada
146
Royal Bank of Canada
Ontario, Canada
$589K
WAN
147
Wealth Advisors Northwest
Oregon
$577K
AIS
148
American Investment Services
Massachusetts
$571K
AUB
149
Atlantic Union Bankshares
Virginia
$540K
SIM
150
Stratos Investment Management
Ohio
$532K