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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
BTI
201
Blue Trust Inc
Georgia
$241K
HKIMG
202
Hutchens & Kramer Investment Management Group
Indiana
$240K
AWM
203
Arista Wealth Management
Nevada
$238K
HCM
204
Hutchinson Capital Management
California
$238K
Chevy Chase Trust
205
Chevy Chase Trust
Maryland
$237K
SHFA
206
SC&H Financial Advisors
Maryland
$232K
MWM
207
McMill Wealth Management
Nebraska
$213K
XPN
208
XY Planning Network
Montana
$213K
FG
209
Foster Group
Iowa
$210K
MMPW
210
Mitchell McLeod Pugh & Williams
Alabama
$207K
CA
211
Claris Advisors
Missouri
$204K
JP Morgan Chase
212
JP Morgan Chase
New York
$172K
UB
213
UMB Bank
Missouri
$171K
FFA
214
Farther Finance Advisors
California
$144K
FFA
215
Frazier Financial Advisors
Ohio
$141K
PNC Financial Services Group
216
PNC Financial Services Group
Pennsylvania
$122K
AP
217
Aspect Partners
Virginia
$117K
MPW
218
MASECO Private Wealth
$110K
CTWM
219
Cherry Tree Wealth Management
Minnesota
$109K
BCM
220
Blume Capital Management
California
$104K
KSWA
221
Kathleen S. Wright Associates
Pennsylvania
$104K
ME
222
McIlrath & Eck
Washington
$101K
GTAM
223
Global Trust Asset Management
Florida
$75K
BGWM
224
Bridge Generations Wealth Management
Florida
$68.4K
AF
225
Advisornet Financial
Minnesota
$47.7K