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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
FWM
176
Fonville Wealth Management
Virginia
$448K
YWM
177
Yoder Wealth Management
California
$445K
CPA
178
Cardiff Park Advisors
California
$443K
AWM
179
Accurate Wealth Management
Florida
$431K
AFP
180
Arnold Financial Planning
Iowa
$426K
GTWM
181
Global Trust Wealth Management
Florida
$423K
FOA
182
Five Oceans Advisors
California
$418K
MWM
183
Melfa Wealth Management
Massachusetts
$406K
PCIA
184
Prime Capital Investment Advisors
Kansas
$404K
SCM
185
SOL Capital Management
Maryland
$402K
CL
186
CLG LLC
California
$402K
EWA
187
Elevate Wealth Advisory
Georgia
$401K
CWM
188
Capstone Wealth Management
Montana
$397K
TWA
189
TCI Wealth Advisors
Arizona
$382K
D.E. Shaw & Co
190
D.E. Shaw & Co
New York
$381K
WMN
191
Wealth Management Nebraska
Nebraska
$381K
CL
192
Choreo LLC
Illinois
$379K
GA
193
Greenspring Advisors
Maryland
$376K
W
194
WorthPointe
California
$373K
NWM
195
Northwest Wealth Management
Iowa
$369K
WTA
196
Washington Trust Advisors
Massachusetts
$366K
Susquehanna International Group
197
Susquehanna International Group
Pennsylvania
$362K
Mariner
198
Mariner
Kansas
$355K
GVAG
199
Great Valley Advisor Group
Delaware
$354K
CAM
200
CPA Asset Management
Florida
$331K