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Dimensional US Real Estate ETF

254 hedge funds and large institutions have $979M invested in Dimensional US Real Estate ETF in 2025 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 109 increasing their positions, 77 reducing their positions, and 15 closing their positions.

Holders
254
Holders Change
+14
Holders Change %
+5.83%
% of All Funds
3.41%
Holding in Top 10
19
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5%
% of All Funds
0.26%
New
33
Increased
109
Reduced
77
Closed
15
Calls
$225K
Puts
Net Calls
+$225K
Net Calls Change
-$184K
Name Holding Trade Value Shares
Change
Shares
Change %
AAM
151
Austin Asset Management
Texas
$530K
SEI Investments
152
SEI Investments
Pennsylvania
$528K +$528K +22,502 New
QC
153
Quadrature Capital
United Kingdom
$528K +$528K +22,490 New
FOA
154
Five Oceans Advisors
California
$527K +$32.8K +1,398 +7%
WCFA
155
Walkner Condon Financial Advisors
Wisconsin
$517K -$80.9K -3,449 -14%
CPA
156
Cardiff Park Advisors
California
$516K +$234K +9,955 +83%
FFM
157
Flagstone Financial Management
Nebraska
$497K
W
158
WorthPointe
California
$495K
HWMG
159
Hurlow Wealth Management Group
Indiana
$480K +$480K +20,479 New
SWM
160
SpringVest Wealth Management
Texas
$478K +$13K +556 +3%
FWM
161
Fonville Wealth Management
Virginia
$478K -$2.75K -117 -0.6%
AWM
162
Accurate Wealth Management
Florida
$429K +$429K +18,208 New
Cambridge Investment Research Advisors
163
Cambridge Investment Research Advisors
Iowa
$423K -$3.52K -150 -0.8%
EWA
164
Elevate Wealth Advisory
Georgia
$420K
YWM
165
Yoder Wealth Management
California
$420K +$25.6K +1,092 +7%
CL
166
CLG LLC
California
$416K
MWM
167
Melfa Wealth Management
Massachusetts
$416K
SCM
168
SOL Capital Management
Maryland
$411K -$64K -2,730 -13%
CL
169
Choreo LLC
Illinois
$371K +$371K +15,822 New
NWM
170
Northwest Wealth Management
Iowa
$370K -$27.4K -1,166 -7%
GVAG
171
Great Valley Advisor Group
Delaware
$367K -$614K -26,187 -63%
JC
172
Jentner Corp
Ohio
$365K -$58.9K -2,512 -14%
MWM
173
Modera Wealth Management
New Jersey
$354K +$1.03K +44 +0.3%
USCWA
174
U.S. Capital Wealth Advisors
Texas
$349K -$7.04K -300 -2%
DFG
175
Dupree Financial Group
Kentucky
$348K -$11.4K -486 -3%