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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 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
254
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
19
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$225K
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AAM
151
Austin Asset Management
Texas
$530K
SEI Investments
152
SEI Investments
Pennsylvania
$528K
QC
153
Quadrature Capital
United Kingdom
$528K
FOA
154
Five Oceans Advisors
California
$527K
WCFA
155
Walkner Condon Financial Advisors
Wisconsin
$517K
CPA
156
Cardiff Park Advisors
California
$516K
FFM
157
Flagstone Financial Management
Nebraska
$497K
W
158
WorthPointe
California
$495K
HWMG
159
Hurlow Wealth Management Group
Indiana
$480K
SWM
160
SpringVest Wealth Management
Texas
$478K
FWM
161
Fonville Wealth Management
Virginia
$478K
AWM
162
Accurate Wealth Management
Florida
$429K
Cambridge Investment Research Advisors
163
Cambridge Investment Research Advisors
Iowa
$423K
EWA
164
Elevate Wealth Advisory
Georgia
$420K
YWM
165
Yoder Wealth Management
California
$420K
CL
166
CLG LLC
California
$416K
MWM
167
Melfa Wealth Management
Massachusetts
$416K
SCM
168
SOL Capital Management
Maryland
$411K
CL
169
Choreo LLC
Illinois
$371K
NWM
170
Northwest Wealth Management
Iowa
$370K
GVAG
171
Great Valley Advisor Group
Delaware
$367K
JC
172
Jentner Corp
Ohio
$365K
MWM
173
Modera Wealth Management
New Jersey
$354K
USCWA
174
U.S. Capital Wealth Advisors
Texas
$349K
DFG
175
Dupree Financial Group
Kentucky
$348K