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Dimensional US Real Estate ETF

251 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, 134 increasing their positions, 59 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
251
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
HCM
201
Hutchinson Capital Management
California
$238K
Chevy Chase Trust
202
Chevy Chase Trust
Maryland
$237K
SHFA
203
SC&H Financial Advisors
Maryland
$232K
MWM
204
McMill Wealth Management
Nebraska
$213K
XPN
205
XY Planning Network
Montana
$213K
FG
206
Foster Group
Iowa
$210K
MMPW
207
Mitchell McLeod Pugh & Williams
Alabama
$207K
CA
208
Claris Advisors
Missouri
$204K
JP Morgan Chase
209
JP Morgan Chase
New York
$172K
UB
210
UMB Bank
Missouri
$171K
FFA
211
Farther Finance Advisors
California
$144K
FFA
212
Frazier Financial Advisors
Ohio
$141K
PNC Financial Services Group
213
PNC Financial Services Group
Pennsylvania
$122K
AP
214
Aspect Partners
Virginia
$117K
MPW
215
MASECO Private Wealth
$110K
CTWM
216
Cherry Tree Wealth Management
Minnesota
$109K
BCM
217
Blume Capital Management
California
$104K
KSWA
218
Kathleen S. Wright Associates
Pennsylvania
$104K
ME
219
McIlrath & Eck
Washington
$101K
GTAM
220
Global Trust Asset Management
Florida
$75K
BGWM
221
Bridge Generations Wealth Management
Florida
$68.4K
AF
222
Advisornet Financial
Minnesota
$47.7K
RWM
223
Rialto Wealth Management
New York
$45.7K
BWL
224
Bogart Wealth LLC
Virginia
$40.5K
OC
225
Oakworth Capital
Alabama
$39.7K