DFAR icon

Dimensional US Real Estate ETF

254 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, 135 increasing their positions, 61 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
254
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
NWM
176
Northwest Wealth Management
Iowa
$377K
Susquehanna International Group
177
Susquehanna International Group
Pennsylvania
$368K
WMN
178
Wealth Management Nebraska
Nebraska
$368K
WP
179
Wealthspan Partners
Iowa
$361K
MWM
180
Modera Wealth Management
New Jersey
$360K
BCM
181
Brookstone Capital Management
Illinois
$353K
DFG
182
Dupree Financial Group
Kentucky
$345K
WAN
183
Wealth Advisors Northwest
Oregon
$343K
CAM
184
CPA Asset Management
Florida
$334K
IA
185
IFP Advisors
Florida
$333K
BAM
186
Bayshore Asset Management
Florida
$328K
Jane Street
187
Jane Street
New York
$318K
USCWA
188
U.S. Capital Wealth Advisors
Texas
$312K
MPW
189
Magnolia Private Wealth
Pennsylvania
$308K
TIM
190
Tortoise Investment Management
New York
$296K
EFP
191
EnRich Financial Partners
Wisconsin
$290K
BCI
192
Brinker Capital Investments
Pennsylvania
$288K
JWM
193
JDH Wealth Management
California
$287K
PWA
194
Physician Wealth Advisors
Utah
$285K
AWM
195
Axxcess Wealth Management
California
$277K
MWM
196
Mission Wealth Management
California
$263K
WFAG
197
Wescott Financial Advisory Group
Pennsylvania
$249K
HWMT
198
Heritage Wealth Management (Texas)
Texas
$247K
DW
199
Dodds Wealth
Colorado
$246K
AIC
200
Allodium Investment Consultants
Minnesota
$246K