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Dimensional US Real Estate ETF

283 hedge funds and large institutions have $1.1B invested in Dimensional US Real Estate ETF in 2025 Q4 according to their latest regulatory filings, with 42 funds opening new positions, 133 increasing their positions, 69 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

320% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 10

93% more repeat investments, than reductions

Existing positions increased: 133 | Existing positions reduced: 69

26% more call options, than puts

Call options by funds: $1.75M | Put options by funds: $1.38M

10% more funds holding

Funds holding: 257283 (+26)

6% more capital invested

Capital invested by funds: $1.03B → $1.1B (+$65M)

5% more funds holding in top 10

Funds holding in top 10: 2122 (+1)

3.82% more ownership

Funds ownership: 73.39%77.21% (+3.8%)

Holders
283
Holders Change
+26
Holders Change %
+10.12%
% of All Funds
3.44%
Holding in Top 10
22
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.76%
% of All Funds
0.27%
New
42
Increased
133
Reduced
69
Closed
10
Calls
$1.75M
Puts
$1.38M
Net Calls
+$364K
Net Calls Change
+$364K
Name Holding Trade Value Shares
Change
Change in
Stake
VF
126
Vawter Financial
Ohio
$1.2M -$114K -4,863 -8%
VPF
127
Vantage Point Financial
Illinois
$1.18M -$87.9K -3,752 -7%
KAS
128
Kestra Advisory Services
Texas
$1.17M -$110K -4,716 -8%
W
129
WPWealth
Texas
$1.16M +$12.2K +522 +1%
AIA
130
AssuredPartners Investment Advisors
Florida
$1.15M +$171K +7,285 +17%
AWM
131
Ariadne Wealth Management
California
$1.14M -$631K -26,939 -37%
AFA
132
Aznar Financial Advisors
New Jersey
$1.13M +$1.16M +49,529 New
SFP
133
Sterling Financial Planning
New Jersey
$1.09M +$28.8K +1,229 +3%
SFS
134
Sowell Financial Services
Arkansas
$1.09M +$110K +4,695 +11%
BFA
135
Ballast Financial Advisors
Pennsylvania
$1.07M +$1.09M +46,597 New
RLIM
136
Red Lighthouse Investment Management
New York
$1.06M
GWMT
137
Guardian Wealth Management (Tennessee)
Tennessee
$1.04M +$1.07M +45,554 New
DPW
138
DiNuzzo Private Wealth
Pennsylvania
$1.04M +$109K +4,648 +11%
PWIA
139
Porter White Investment Advisors
Alabama
$1.03M +$46K +1,965 +5%
FPCG
140
Forum Private Client Group
Indiana
$990K -$18.9K -809 -2%
DPI
141
Diversified Portfolios Inc
Michigan
$975K -$134K -5,736 -12%
NA
142
NewEdge Advisors
Louisiana
$970K -$62.4K -2,663 -6%
Cambridge Investment Research Advisors
143
Cambridge Investment Research Advisors
Iowa
$941K +$484K +20,680 +101%
WANY
144
Wealthspire Advisors (New York)
New York
$914K +$234 +10 +0%
MFG
145
Merit Financial Group
Georgia
$876K -$176K -7,523 -16%
HWMC
146
Heritage Wealth Management (California)
California
$863K +$14.2K +607 +2%
MW
147
Marrick Wealth
California
$855K +$874K +37,327 New
TC
148
TAGStone Capital
North Carolina
$853K -$156K -6,674 -15%
SFC
149
Sprinkle Financial Consultants
Colorado
$835K +$10.7K +456 +1%
AA
150
Advisory Alpha
Michigan
$792K -$1.69K -72 -0.2%