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Dimensional US Real Estate ETF

254 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, 135 increasing their positions, 61 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
254
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
TC
126
TAGStone Capital
North Carolina
$1.05M
PWIA
127
Porter White Investment Advisors
Alabama
$1.03M
AIA
128
AssuredPartners Investment Advisors
Florida
$1.03M
SFS
129
Sowell Financial Services
Arkansas
$1.02M
SIS
130
Strategic Investment Solutions
Illinois
$991K
DPW
131
DiNuzzo Private Wealth
Pennsylvania
$973K
WANY
132
Wealthspire Advisors (New York)
New York
$952K
IWC
133
Infinity Wealth Counsel
Ohio
$937K
MHS
134
M Holdings Securities
Oregon
$922K
HWMC
135
Heritage Wealth Management (California)
California
$884K
Mariner
136
Mariner
Kansas
$873K
SFC
137
Sprinkle Financial Consultants
Colorado
$859K
AA
138
Advisory Alpha
Michigan
$824K
Royal Bank of Canada
139
Royal Bank of Canada
Ontario, Canada
$815K
LCWP
140
Legacy Capital Wealth Partners
Arkansas
$796K
RPA
141
Redwood Park Advisors
California
$780K
E
142
EntreWealth
Texas
$755K
LWM
143
Lakeridge Wealth Management
Ohio
$721K
CG
144
Caprock Group
Idaho
$668K
SWA
145
Sax Wealth Advisors
New Jersey
$666K
SWM
146
SpringVest Wealth Management
Texas
$639K
AUB
147
Atlantic Union Bankshares
Virginia
$631K
DFC
148
DBK Financial Counsel
Ohio
$615K
SEI Investments
149
SEI Investments
Pennsylvania
$610K
MWA
150
Monograph Wealth Advisors
California
$600K