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Dimensional US Real Estate ETF

254 hedge funds and large institutions have $979M invested in Dimensional US Real Estate ETF in 2025 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 109 increasing their positions, 77 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
254
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
TC
126
TAGStone Capital
North Carolina
$1.04M
PWIA
127
Porter White Investment Advisors
Alabama
$996K
Susquehanna International Group
128
Susquehanna International Group
Pennsylvania
$988K
DPW
129
DiNuzzo Private Wealth
Pennsylvania
$956K
WANY
130
Wealthspire Advisors (New York)
New York
$936K
AIA
131
AssuredPartners Investment Advisors
Florida
$920K
IWC
132
Infinity Wealth Counsel
Ohio
$903K
HWMC
133
Heritage Wealth Management (California)
California
$896K
SFS
134
Sowell Financial Services
Arkansas
$891K
MHS
135
M Holdings Securities
Oregon
$880K
SWA
136
Sax Wealth Advisors
New Jersey
$872K
SFC
137
Sprinkle Financial Consultants
Colorado
$836K
E
138
EntreWealth
Texas
$830K
AA
139
Advisory Alpha
Michigan
$817K
Mariner
140
Mariner
Kansas
$798K
RPA
141
Redwood Park Advisors
California
$714K
DFC
142
DBK Financial Counsel
Ohio
$710K
LWM
143
Lakeridge Wealth Management
Ohio
$698K
MWA
144
Monograph Wealth Advisors
California
$666K
LCWP
145
Legacy Capital Wealth Partners
Arkansas
$651K
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