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Dimensional US Real Estate ETF

251 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, 134 increasing their positions, 59 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
251
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
WMN
176
Wealth Management Nebraska
Nebraska
$368K
WP
177
Wealthspan Partners
Iowa
$361K
MWM
178
Modera Wealth Management
New Jersey
$360K
BCM
179
Brookstone Capital Management
Illinois
$353K
DFG
180
Dupree Financial Group
Kentucky
$345K
WAN
181
Wealth Advisors Northwest
Oregon
$343K
CAM
182
CPA Asset Management
Florida
$334K
BAM
183
Bayshore Asset Management
Florida
$328K
Jane Street
184
Jane Street
New York
$318K
USCWA
185
U.S. Capital Wealth Advisors
Texas
$312K
MPW
186
Magnolia Private Wealth
Pennsylvania
$308K
TIM
187
Tortoise Investment Management
New York
$296K
EFP
188
EnRich Financial Partners
Wisconsin
$290K
BCI
189
Brinker Capital Investments
Pennsylvania
$288K
JWM
190
JDH Wealth Management
California
$287K
PWA
191
Physician Wealth Advisors
Utah
$285K
AWM
192
Axxcess Wealth Management
California
$277K
MWM
193
Mission Wealth Management
California
$263K
WFAG
194
Wescott Financial Advisory Group
Pennsylvania
$249K
HWMT
195
Heritage Wealth Management (Texas)
Texas
$247K
DW
196
Dodds Wealth
Colorado
$246K
AIC
197
Allodium Investment Consultants
Minnesota
$246K
BTI
198
Blue Trust Inc
Georgia
$241K
HKIMG
199
Hutchens & Kramer Investment Management Group
Indiana
$240K
AWM
200
Arista Wealth Management
Nevada
$238K