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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
MWA
151
Monograph Wealth Advisors
California
$600K -$75.7K -3,211 -11%
SEIA
152
Signature Estate & Investment Advisors
California
$589K +$375K +15,910 +181%
AIS
153
American Investment Services
Massachusetts
$580K -$495 -21 -0.1%
FOA
154
Five Oceans Advisors
California
$580K +$44.2K +1,875 +8%
GCA
155
Greenwood Capital Associates
South Carolina
$555K +$223K +9,449 +68%
PWP
156
Parkwoods Wealth Partners
New York
$542K +$536K +22,722 New
AAM
157
Austin Asset Management
Texas
$539K
CPA
158
Cardiff Park Advisors
California
$525K +$448 +19 +0.1%
UBS Group
159
UBS Group
Switzerland
$521K +$514K +21,800 +70,323%
FFM
160
Flagstone Financial Management
Nebraska
$505K
W
161
WorthPointe
California
$504K +$1.06K +45 +0.2%
Cambridge Investment Research Advisors
162
Cambridge Investment Research Advisors
Iowa
$487K +$56.4K +2,391 +13%
FWM
163
Fonville Wealth Management
Virginia
$484K -$1.08K -46 -0.2%
TRCT
164
Tower Research Capital (TRC)
New York
$471K +$465K +19,741 New
YWM
165
Yoder Wealth Management
California
$449K +$22.4K +952 +5%
AWM
166
Accurate Wealth Management
Florida
$429K +$2.59K +110 +0.6%
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 +$416K +17,651 New
SCM
171
SOL Capital Management
Maryland
$418K
WCFA
172
Walkner Condon Financial Advisors
Wisconsin
$417K -$107K -4,550 -21%
GVAG
173
Great Valley Advisor Group
Delaware
$384K +$10.8K +457 +3%
CL
174
Choreo LLC
Illinois
$383K +$5.28K +224 +1%
TWA
175
TCI Wealth Advisors
Arizona
$382K +$64.9K +2,752 +21%