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Dimensional US Real Estate ETF

257 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, 138 increasing their positions, 61 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

126% more repeat investments, than reductions

Existing positions increased: 138 | Existing positions reduced: 61

21% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 14

11% more funds holding in top 10

Funds holding in top 10: 1921 (+2)

4% more capital invested

Capital invested by funds: $990M → $1.03B (+$43.3M)

0% more funds holding

Funds holding: 256257 (+1)

0.52% less ownership

Funds ownership: 73.92%73.39% (-0.52%)

Holders
257
Holders Change
+1
Holders Change %
+0.39%
% of All Funds
3.37%
Holding in Top 10
21
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+10.53%
% of All Funds
0.28%
New
17
Increased
138
Reduced
61
Closed
14
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 -$129K -5,454 -11%
TC
127
TAGStone Capital
North Carolina
$1.05M -$24.1K -1,021 -2%
PWIA
128
Porter White Investment Advisors
Alabama
$1.03M +$14.3K +607 +1%
AIA
129
AssuredPartners Investment Advisors
Florida
$1.03M +$89.2K +3,785 +10%
SFS
130
Sowell Financial Services
Arkansas
$1.02M +$114K +4,846 +13%
SIS
131
Strategic Investment Solutions
Illinois
$991K -$192K -8,127 -16%
DPW
132
DiNuzzo Private Wealth
Pennsylvania
$973K
WANY
133
Wealthspire Advisors (New York)
New York
$952K +$94 +4 +0%
IWC
134
Infinity Wealth Counsel
Ohio
$937K +$19.4K +825 +2%
MHS
135
M Holdings Securities
Oregon
$922K +$21.7K +919 +2%
HWMC
136
Heritage Wealth Management (California)
California
$884K -$25.6K -1,086 -3%
Mariner
137
Mariner
Kansas
$873K +$60.5K +2,567 +8%
SFC
138
Sprinkle Financial Consultants
Colorado
$859K +$8.77K +372 +1%
AA
139
Advisory Alpha
Michigan
$824K -$4.13K -175 -0.5%
Royal Bank of Canada
140
Royal Bank of Canada
Ontario, Canada
$815K +$214K +9,060 +36%
LCWP
141
Legacy Capital Wealth Partners
Arkansas
$796K +$133K +5,630 +20%
RPA
142
Redwood Park Advisors
California
$780K +$53.9K +2,288 +8%
E
143
EntreWealth
Texas
$755K -$88.1K -3,735 -11%
LWM
144
Lakeridge Wealth Management
Ohio
$721K +$11.2K +473 +2%
CG
145
Caprock Group
Idaho
$668K +$660K +27,988 New
SWA
146
Sax Wealth Advisors
New Jersey
$666K -$218K -9,254 -25%
SWM
147
SpringVest Wealth Management
Texas
$639K +$151K +6,411 +31%
AUB
148
Atlantic Union Bankshares
Virginia
$631K +$81.2K +3,442 +15%
DFC
149
DBK Financial Counsel
Ohio
$615K -$106K -4,500 -15%
SEI Investments
150
SEI Investments
Pennsylvania
$610K +$72.2K +3,061 +14%