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Dimensional US Real Estate ETF

281 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 41 funds opening new positions, 132 increasing their positions, 69 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more call options, than puts

Call options by funds: $ | Put options by funds: $

more funds holding

Funds holding:

6% more capital invested

Capital invested by funds: $1.03B → $1.1B (+$63.5M)

5% more funds holding in top 10

Funds holding in top 10: 2122 (+1)

3.71% more ownership

Funds ownership: 73.38%77.09% (+3.7%)

Holders
281
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
22
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1.75M
Puts
$1.38M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
VPF
126
Vantage Point Financial
Illinois
$1.18M
KAS
127
Kestra Advisory Services
Texas
$1.17M
W
128
WPWealth
Texas
$1.16M
AIA
129
AssuredPartners Investment Advisors
Florida
$1.15M
AWM
130
Ariadne Wealth Management
California
$1.14M
AFA
131
Aznar Financial Advisors
New Jersey
$1.13M
SFP
132
Sterling Financial Planning
New Jersey
$1.09M
SFS
133
Sowell Financial Services
Arkansas
$1.09M
BFA
134
Ballast Financial Advisors
Pennsylvania
$1.07M
RLIM
135
Red Lighthouse Investment Management
New York
$1.06M
GWMT
136
Guardian Wealth Management (Tennessee)
Tennessee
$1.04M
DPW
137
DiNuzzo Private Wealth
Pennsylvania
$1.04M
PWIA
138
Porter White Investment Advisors
Alabama
$1.03M
FPCG
139
Forum Private Client Group
Indiana
$990K
DPI
140
Diversified Portfolios Inc
Michigan
$975K
NA
141
NewEdge Advisors
Louisiana
$970K
Cambridge Investment Research Advisors
142
Cambridge Investment Research Advisors
Iowa
$941K
WANY
143
Wealthspire Advisors (New York)
New York
$914K
MFG
144
Merit Financial Group
Georgia
$876K
HWMC
145
Heritage Wealth Management (California)
California
$863K
MW
146
Marrick Wealth
California
$855K
TC
147
TAGStone Capital
North Carolina
$853K
SFC
148
Sprinkle Financial Consultants
Colorado
$835K
AA
149
Advisory Alpha
Michigan
$792K
SIS
150
Strategic Investment Solutions
Illinois
$791K