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Dimensional US Real Estate ETF

279 hedge funds and large institutions have $1.09B invested in Dimensional US Real Estate ETF in 2025 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 130 increasing their positions, 69 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more call options, than puts

Call options by funds: $ | Put options by funds: $

more funds holding

Funds holding:

7% more capital invested

Capital invested by funds: $1.02B → $1.09B (+$75.9M)

5% more funds holding in top 10

Funds holding in top 10: 2122 (+1)

4.6% more ownership

Funds ownership: 72.31%76.9% (+4.6%)

Holders
279
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
22
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1.75M
Puts
$1.38M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LWM
151
Lakeridge Wealth Management
Ohio
$728K
SA
152
Stolz & Associates
Washington
$711K
GCA
153
Greenwood Capital Associates
South Carolina
$708K
AWMM
154
Aegis Wealth Management (Maryland)
Maryland
$668K
TRCT
155
Tower Research Capital (TRC)
New York
$665K
MWM
156
Mission Wealth Management
California
$664K
E
157
EntreWealth
Texas
$644K
Royal Bank of Canada
158
Royal Bank of Canada
Ontario, Canada
$641K
CG
159
Caprock Group
Idaho
$641K
SEI Investments
160
SEI Investments
Pennsylvania
$640K
LCWP
161
Legacy Capital Wealth Partners
Arkansas
$631K
AUB
162
Atlantic Union Bankshares
Virginia
$612K
PWP
163
Parkwoods Wealth Partners
New York
$609K
DFC
164
DBK Financial Counsel
Ohio
$590K
DAS
165
Diversify Advisory Services
Utah
$585K
MWA
166
Monograph Wealth Advisors
California
$583K
SWA
167
Sax Wealth Advisors
New Jersey
$573K
FF
168
Frankly Finances
Florida
$561K
FFA
169
Farther Finance Advisors
California
$555K
PWMG
170
Pioneer Wealth Management Group
Texas
$554K
SWM
171
SpringVest Wealth Management
Texas
$544K
AIS
172
American Investment Services
Massachusetts
$543K
AAM
173
Austin Asset Management
Texas
$518K
FFM
174
Flagstone Financial Management
Nebraska
$485K
QCM
175
Quantinno Capital Management
New York
$456K