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Dimensional US Real Estate ETF

257 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, 138 increasing their positions, 61 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

126% more repeat investments, than reductions

Existing positions increased: 138 | Existing positions reduced: 61

21% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 14

11% more funds holding in top 10

Funds holding in top 10: 1921 (+2)

4% more capital invested

Capital invested by funds: $990M → $1.03B (+$43.3M)

0% more funds holding

Funds holding: 256257 (+1)

0.52% less ownership

Funds ownership: 73.92%73.39% (-0.52%)

Holders
257
Holders Change
+1
Holders Change %
+0.39%
% of All Funds
3.37%
Holding in Top 10
21
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+10.53%
% of All Funds
0.28%
New
17
Increased
138
Reduced
61
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WTA
176
Washington Trust Advisors
Massachusetts
$377K +$373K +15,819 New
NWM
177
Northwest Wealth Management
Iowa
$377K +$1.08K +46 +0.3%
Susquehanna International Group
178
Susquehanna International Group
Pennsylvania
$368K -$629K -26,671 -63%
WMN
179
Wealth Management Nebraska
Nebraska
$368K +$26.4K +1,120 +8%
WP
180
Wealthspan Partners
Iowa
$361K +$8.75K +371 +3%
MWM
181
Modera Wealth Management
New Jersey
$360K
BCM
182
Brookstone Capital Management
Illinois
$353K +$66K +2,798 +23%
DFG
183
Dupree Financial Group
Kentucky
$345K -$8.65K -367 -2%
WAN
184
Wealth Advisors Northwest
Oregon
$343K -$241K -10,205 -41%
CAM
185
CPA Asset Management
Florida
$334K -$1.23K -52 -0.4%
IA
186
IFP Advisors
Florida
$333K -$13.1K -555 -4%
BAM
187
Bayshore Asset Management
Florida
$328K +$45.4K +1,925 +16%
Jane Street
188
Jane Street
New York
$318K +$314K +13,334 New
NSG
189
Nalls Sherbakoff Group
Tennessee
$313K +$109K +4,638 +55%
USCWA
190
U.S. Capital Wealth Advisors
Texas
$312K -$43K -1,825 -12%
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 +$10.3K +436 +4%
JWM
195
JDH Wealth Management
California
$287K +$71 +3 +0%
PWA
196
Physician Wealth Advisors
Utah
$285K +$5.47K +232 +2%
AWM
197
Axxcess Wealth Management
California
$277K -$19.4K -822 -7%
MWM
198
Mission Wealth Management
California
$263K -$25.7K -1,088 -9%
WFAG
199
Wescott Financial Advisory Group
Pennsylvania
$249K
HWMT
200
Heritage Wealth Management (Texas)
Texas
$247K -$42.9K -1,819 -15%