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Dimensional US Real Estate ETF

256 hedge funds and large institutions have $1.03B invested in Dimensional US Real Estate ETF in 2025 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 137 increasing their positions, 61 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
256
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
FPCG
126
Forum Private Client Group
Indiana
$1.05M
TC
127
TAGStone Capital
North Carolina
$1.05M
PWIA
128
Porter White Investment Advisors
Alabama
$1.03M
AIA
129
AssuredPartners Investment Advisors
Florida
$1.03M
SFS
130
Sowell Financial Services
Arkansas
$1.02M
SIS
131
Strategic Investment Solutions
Illinois
$991K
DPW
132
DiNuzzo Private Wealth
Pennsylvania
$973K
WANY
133
Wealthspire Advisors (New York)
New York
$952K
IWC
134
Infinity Wealth Counsel
Ohio
$937K
MHS
135
M Holdings Securities
Oregon
$922K
HWMC
136
Heritage Wealth Management (California)
California
$884K
Mariner
137
Mariner
Kansas
$873K
SFC
138
Sprinkle Financial Consultants
Colorado
$859K
AA
139
Advisory Alpha
Michigan
$824K
Royal Bank of Canada
140
Royal Bank of Canada
Ontario, Canada
$815K
LCWP
141
Legacy Capital Wealth Partners
Arkansas
$796K
RPA
142
Redwood Park Advisors
California
$780K
E
143
EntreWealth
Texas
$755K
LWM
144
Lakeridge Wealth Management
Ohio
$721K
CG
145
Caprock Group
Idaho
$668K
SWA
146
Sax Wealth Advisors
New Jersey
$666K
SWM
147
SpringVest Wealth Management
Texas
$639K
AUB
148
Atlantic Union Bankshares
Virginia
$631K
DFC
149
DBK Financial Counsel
Ohio
$615K
SEI Investments
150
SEI Investments
Pennsylvania
$610K