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Dimensional US Real Estate ETF

254 hedge funds and large institutions have $1.02B invested in Dimensional US Real Estate ETF in 2025 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 135 increasing their positions, 61 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
254
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
SEIA
151
Signature Estate & Investment Advisors
California
$589K
AIS
152
American Investment Services
Massachusetts
$580K
FOA
153
Five Oceans Advisors
California
$580K
GCA
154
Greenwood Capital Associates
South Carolina
$555K
PWP
155
Parkwoods Wealth Partners
New York
$542K
AAM
156
Austin Asset Management
Texas
$539K
CPA
157
Cardiff Park Advisors
California
$525K
UBS Group
158
UBS Group
Switzerland
$521K
FFM
159
Flagstone Financial Management
Nebraska
$505K
W
160
WorthPointe
California
$504K
Cambridge Investment Research Advisors
161
Cambridge Investment Research Advisors
Iowa
$487K
FWM
162
Fonville Wealth Management
Virginia
$484K
TRCT
163
Tower Research Capital (TRC)
New York
$471K
YWM
164
Yoder Wealth Management
California
$449K
AWM
165
Accurate Wealth Management
Florida
$429K
EWA
166
Elevate Wealth Advisory
Georgia
$427K
CL
167
CLG LLC
California
$423K
MWM
168
Melfa Wealth Management
Massachusetts
$423K
PCIA
169
Prime Capital Investment Advisors
Kansas
$421K
SCM
170
SOL Capital Management
Maryland
$418K
WCFA
171
Walkner Condon Financial Advisors
Wisconsin
$417K
GVAG
172
Great Valley Advisor Group
Delaware
$384K
CL
173
Choreo LLC
Illinois
$383K
TWA
174
TCI Wealth Advisors
Arizona
$382K
WTA
175
Washington Trust Advisors
Massachusetts
$377K