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Dimensional US Real Estate ETF

254 hedge funds and large institutions have $979M invested in Dimensional US Real Estate ETF in 2025 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 109 increasing their positions, 77 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
254
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
19
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$225K
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WP
176
Wealthspan Partners
Iowa
$347K
IA
177
IFP Advisors
Florida
$341K
WMN
178
Wealth Management Nebraska
Nebraska
$333K
CAM
179
CPA Asset Management
Florida
$330K
GCA
180
Greenwood Capital Associates
South Carolina
$325K
T
181
Tableaux
Massachusetts
$321K
TWA
182
TCI Wealth Advisors
Arizona
$312K
MPW
183
Magnolia Private Wealth
Pennsylvania
$303K
AWM
184
Axxcess Wealth Management
California
$292K
TIM
185
Tortoise Investment Management
New York
$292K
HWMT
186
Heritage Wealth Management (Texas)
Texas
$286K
EFP
187
EnRich Financial Partners
Wisconsin
$285K
MWM
188
Mission Wealth Management
California
$284K
JWM
189
JDH Wealth Management
California
$282K
BCM
190
Brookstone Capital Management
Illinois
$282K
SHFA
191
SC&H Financial Advisors
Maryland
$281K
BAM
192
Bayshore Asset Management
Florida
$278K
PWA
193
Physician Wealth Advisors
Utah
$275K
BCI
194
Brinker Capital Investments
Pennsylvania
$273K
TIAM2
195
Tru Independence Asset Management 2
Oregon
$266K
FWMP
196
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$265K
AWM
197
Arista Wealth Management
Nevada
$249K
HKIMG
198
Hutchens & Kramer Investment Management Group
Indiana
$247K
WFAG
199
Wescott Financial Advisory Group
Pennsylvania
$245K
Northern Trust
200
Northern Trust
Illinois
$243K