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Dimensional US Real Estate ETF

283 hedge funds and large institutions have $1.1B invested in Dimensional US Real Estate ETF in 2025 Q4 according to their latest regulatory filings, with 42 funds opening new positions, 133 increasing their positions, 69 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

320% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 10

93% more repeat investments, than reductions

Existing positions increased: 133 | Existing positions reduced: 69

26% more call options, than puts

Call options by funds: $1.75M | Put options by funds: $1.38M

10% more funds holding

Funds holding: 257283 (+26)

6% more capital invested

Capital invested by funds: $1.03B → $1.1B (+$65M)

5% more funds holding in top 10

Funds holding in top 10: 2122 (+1)

3.82% more ownership

Funds ownership: 73.39%77.21% (+3.8%)

Holders
283
Holders Change
+26
Holders Change %
+10.12%
% of All Funds
3.44%
Holding in Top 10
22
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.76%
% of All Funds
0.27%
New
42
Increased
133
Reduced
69
Closed
10
Calls
$1.75M
Puts
$1.38M
Net Calls
+$364K
Net Calls Change
+$364K
Name Holding Trade Value Shares
Change
Change in
Stake
FFM
176
Flagstone Financial Management
Nebraska
$485K
QCM
177
Quantinno Capital Management
New York
$456K +$466K +19,908 New
FWM
178
Fonville Wealth Management
Virginia
$448K -$18K -768 -4%
YWM
179
Yoder Wealth Management
California
$445K +$14.3K +612 +3%
CPA
180
Cardiff Park Advisors
California
$443K -$61.9K -2,642 -12%
AWM
181
Accurate Wealth Management
Florida
$431K +$7K +299 +2%
AFP
182
Arnold Financial Planning
Iowa
$426K +$435K +18,581 New
GTWM
183
Global Trust Wealth Management
Florida
$423K +$433K +18,485 New
FOA
184
Five Oceans Advisors
California
$418K -$142K -6,083 -25%
MWM
185
Melfa Wealth Management
Massachusetts
$406K
PCIA
186
Prime Capital Investment Advisors
Kansas
$404K
SCM
187
SOL Capital Management
Maryland
$402K
CL
188
CLG LLC
California
$402K -$4.64K -198 -1%
EWA
189
Elevate Wealth Advisory
Georgia
$401K -$9.7K -414 -2%
CWM
190
Capstone Wealth Management
Montana
$397K +$408K +17,437 New
TWA
191
TCI Wealth Advisors
Arizona
$382K +$14.7K +627 +4%
D.E. Shaw & Co
192
D.E. Shaw & Co
New York
$381K +$389K +16,623 New
WMN
193
Wealth Management Nebraska
Nebraska
$381K +$28K +1,197 +8%
CL
194
Choreo LLC
Illinois
$379K +$8.9K +380 +2%
GA
195
Greenspring Advisors
Maryland
$376K +$384K +16,406 New
W
196
WorthPointe
California
$373K -$113K -4,837 -23%
NWM
197
Northwest Wealth Management
Iowa
$369K +$6.91K +295 +2%
WTA
198
Washington Trust Advisors
Massachusetts
$366K +$3.58K +153 +1%
Susquehanna International Group
199
Susquehanna International Group
Pennsylvania
$362K +$8.03K +343 +2%
Mariner
200
Mariner
Kansas
$355K -$494K -21,096 -58%