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Dimensional US Real Estate ETF

283 hedge funds and large institutions have $1.1B invested in Dimensional US Real Estate ETF in 2025 Q4 according to their latest regulatory filings, with 42 funds opening new positions, 133 increasing their positions, 69 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

320% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 10

93% more repeat investments, than reductions

Existing positions increased: 133 | Existing positions reduced: 69

26% more call options, than puts

Call options by funds: $1.75M | Put options by funds: $1.38M

10% more funds holding

Funds holding: 257283 (+26)

6% more capital invested

Capital invested by funds: $1.03B → $1.1B (+$65M)

5% more funds holding in top 10

Funds holding in top 10: 2122 (+1)

3.82% more ownership

Funds ownership: 73.39%77.21% (+3.8%)

Holders
283
Holders Change
+26
Holders Change %
+10.12%
% of All Funds
3.44%
Holding in Top 10
22
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.76%
% of All Funds
0.27%
New
42
Increased
133
Reduced
69
Closed
10
Calls
$1.75M
Puts
$1.38M
Net Calls
+$364K
Net Calls Change
+$364K
Name Holding Trade Value Shares
Change
Change in
Stake
SIS
151
Strategic Investment Solutions
Illinois
$791K -$165K -7,027 -17%
ARA
152
Approach Retirement Advisors
Alabama
$739K +$755K +32,253 New
LWM
153
Lakeridge Wealth Management
Ohio
$728K +$36.8K +1,570 +5%
SA
154
Stolz & Associates
Washington
$711K +$727K +31,065 New
GCA
155
Greenwood Capital Associates
South Carolina
$708K +$178K +7,609 +33%
AWMM
156
Aegis Wealth Management (Maryland)
Maryland
$668K -$430K -18,372 -39%
TRCT
157
Tower Research Capital (TRC)
New York
$665K +$217K +9,280 +47%
MWM
158
Mission Wealth Management
California
$664K +$421K +17,974 +163%
E
159
EntreWealth
Texas
$644K -$115K -4,890 -15%
Royal Bank of Canada
160
Royal Bank of Canada
Ontario, Canada
$641K -$145K -6,173 -18%
CG
161
Caprock Group
Idaho
$641K
SEI Investments
162
SEI Investments
Pennsylvania
$640K +$56.2K +2,401 +9%
LCWP
163
Legacy Capital Wealth Partners
Arkansas
$631K -$137K -5,857 -18%
AUB
164
Atlantic Union Bankshares
Virginia
$612K +$5.71K +244 +0.9%
PWP
165
Parkwoods Wealth Partners
New York
$609K +$90.8K +3,876 +17%
DFC
166
DBK Financial Counsel
Ohio
$590K
DAS
167
Diversify Advisory Services
Utah
$585K +$572K +24,425 New
MWA
168
Monograph Wealth Advisors
California
$583K +$6.67K +285 +1%
SWA
169
Sax Wealth Advisors
New Jersey
$573K -$67.8K -2,895 -10%
FF
170
Frankly Finances
Florida
$561K +$574K +24,493 New
FFA
171
Farther Finance Advisors
California
$555K +$427K +18,222 +303%
PWMG
172
Pioneer Wealth Management Group
Texas
$554K +$566K +24,176 New
SWM
173
SpringVest Wealth Management
Texas
$544K -$71.8K -3,065 -11%
AIS
174
American Investment Services
Massachusetts
$543K -$14.9K -637 -3%
AAM
175
Austin Asset Management
Texas
$518K