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Dimensional US Real Estate ETF

281 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 41 funds opening new positions, 132 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:

6% more capital invested

Capital invested by funds: $1.03B → $1.1B (+$63.5M)

5% more funds holding in top 10

Funds holding in top 10: 2122 (+1)

3.71% more ownership

Funds ownership: 73.38%77.09% (+3.7%)

Holders
281
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
ARA
151
Approach Retirement Advisors
Alabama
$739K
LWM
152
Lakeridge Wealth Management
Ohio
$728K
SA
153
Stolz & Associates
Washington
$711K
GCA
154
Greenwood Capital Associates
South Carolina
$708K
AWMM
155
Aegis Wealth Management (Maryland)
Maryland
$668K
TRCT
156
Tower Research Capital (TRC)
New York
$665K
MWM
157
Mission Wealth Management
California
$664K
E
158
EntreWealth
Texas
$644K
Royal Bank of Canada
159
Royal Bank of Canada
Ontario, Canada
$641K
CG
160
Caprock Group
Idaho
$641K
SEI Investments
161
SEI Investments
Pennsylvania
$640K
LCWP
162
Legacy Capital Wealth Partners
Arkansas
$631K
AUB
163
Atlantic Union Bankshares
Virginia
$612K
PWP
164
Parkwoods Wealth Partners
New York
$609K
DFC
165
DBK Financial Counsel
Ohio
$590K
DAS
166
Diversify Advisory Services
Utah
$585K
MWA
167
Monograph Wealth Advisors
California
$583K
SWA
168
Sax Wealth Advisors
New Jersey
$573K
FF
169
Frankly Finances
Florida
$561K
FFA
170
Farther Finance Advisors
California
$555K
PWMG
171
Pioneer Wealth Management Group
Texas
$554K
SWM
172
SpringVest Wealth Management
Texas
$544K
AIS
173
American Investment Services
Massachusetts
$543K
AAM
174
Austin Asset Management
Texas
$518K
FFM
175
Flagstone Financial Management
Nebraska
$485K