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Dimensional US Real Estate ETF

256 hedge funds and large institutions have $1.03B invested in Dimensional US Real Estate ETF in 2025 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 137 increasing their positions, 61 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
256
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
WTA
176
Washington Trust Advisors
Massachusetts
$377K
NWM
177
Northwest Wealth Management
Iowa
$377K
Susquehanna International Group
178
Susquehanna International Group
Pennsylvania
$368K
WMN
179
Wealth Management Nebraska
Nebraska
$368K
WP
180
Wealthspan Partners
Iowa
$361K
MWM
181
Modera Wealth Management
New Jersey
$360K
BCM
182
Brookstone Capital Management
Illinois
$353K
DFG
183
Dupree Financial Group
Kentucky
$345K
WAN
184
Wealth Advisors Northwest
Oregon
$343K
CAM
185
CPA Asset Management
Florida
$334K
IA
186
IFP Advisors
Florida
$333K
BAM
187
Bayshore Asset Management
Florida
$328K
Jane Street
188
Jane Street
New York
$318K
NSG
189
Nalls Sherbakoff Group
Tennessee
$313K
USCWA
190
U.S. Capital Wealth Advisors
Texas
$312K
MPW
191
Magnolia Private Wealth
Pennsylvania
$308K
TIM
192
Tortoise Investment Management
New York
$296K
EFP
193
EnRich Financial Partners
Wisconsin
$290K
BCI
194
Brinker Capital Investments
Pennsylvania
$288K
JWM
195
JDH Wealth Management
California
$287K
PWA
196
Physician Wealth Advisors
Utah
$285K
AWM
197
Axxcess Wealth Management
California
$277K
MWM
198
Mission Wealth Management
California
$263K
WFAG
199
Wescott Financial Advisory Group
Pennsylvania
$249K
HWMT
200
Heritage Wealth Management (Texas)
Texas
$247K