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Dimensional US Real Estate ETF

256 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, 137 increasing their positions, 61 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
256
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
MWA
151
Monograph Wealth Advisors
California
$600K
SEIA
152
Signature Estate & Investment Advisors
California
$589K
AIS
153
American Investment Services
Massachusetts
$580K
FOA
154
Five Oceans Advisors
California
$580K
GCA
155
Greenwood Capital Associates
South Carolina
$555K
PWP
156
Parkwoods Wealth Partners
New York
$542K
AAM
157
Austin Asset Management
Texas
$539K
CPA
158
Cardiff Park Advisors
California
$525K
UBS Group
159
UBS Group
Switzerland
$521K
FFM
160
Flagstone Financial Management
Nebraska
$505K
W
161
WorthPointe
California
$504K
Cambridge Investment Research Advisors
162
Cambridge Investment Research Advisors
Iowa
$487K
FWM
163
Fonville Wealth Management
Virginia
$484K
TRCT
164
Tower Research Capital (TRC)
New York
$471K
YWM
165
Yoder Wealth Management
California
$449K
AWM
166
Accurate Wealth Management
Florida
$429K
EWA
167
Elevate Wealth Advisory
Georgia
$427K
CL
168
CLG LLC
California
$423K
MWM
169
Melfa Wealth Management
Massachusetts
$423K
PCIA
170
Prime Capital Investment Advisors
Kansas
$421K
SCM
171
SOL Capital Management
Maryland
$418K
WCFA
172
Walkner Condon Financial Advisors
Wisconsin
$417K
GVAG
173
Great Valley Advisor Group
Delaware
$384K
CL
174
Choreo LLC
Illinois
$383K
TWA
175
TCI Wealth Advisors
Arizona
$382K