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Dimensional US Real Estate ETF

240 hedge funds and large institutions have $958M invested in Dimensional US Real Estate ETF in 2025 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 115 increasing their positions, 69 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
240
Holders Change
+5
Holders Change %
+2.13%
% of All Funds
3.26%
Holding in Top 10
20
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-13.04%
% of All Funds
0.27%
New
21
Increased
115
Reduced
69
Closed
11
Calls
$647K
Puts
$238K
Net Calls
+$409K
Net Calls Change
+$365K
Name Holding Trade Value Shares
Change
Shares
Change %
AL
201
Aspiriant LLC
California
$206K +$206K +8,657 New
UB
202
UMB Bank
Missouri
$170K
BTI
203
Blue Trust Inc
Georgia
$158K
FFA
204
Frazier Financial Advisors
Ohio
$141K
Morgan Stanley
205
Morgan Stanley
New York
$132K -$177K -7,454 -57%
PNC Financial Services Group
206
PNC Financial Services Group
Pennsylvania
$122K
EWA
207
EQ Wealth Advisors
Texas
$118K +$118K +4,970 New
AP
208
Aspect Partners
Virginia
$117K
FFA
209
Farther Finance Advisors
California
$110K -$1.43K -60 -1%
CTWM
210
Cherry Tree Wealth Management
Minnesota
$108K
BCM
211
Blume Capital Management
California
$104K -$5.94K -250 -5%
ME
212
McIlrath & Eck
Washington
$100K
JPMorgan Chase & Co
213
JPMorgan Chase & Co
New York
$90K +$17.5K +738 +24%
EWA
214
EverSource Wealth Advisors
Alabama
$73.3K -$40.6K -1,707 -36%
BGWM
215
Bridge Generations Wealth Management
Florida
$68.1K
JWA
216
JFS Wealth Advisors
Pennsylvania
$50.9K +$25.1K +1,055 +97%
Fifth Third Bancorp
217
Fifth Third Bancorp
Ohio
$47.1K +$47.1K +1,980 New
AF
218
Advisornet Financial
Minnesota
$47K +$48 +2 +0.1%
BWL
219
Bogart Wealth LLC
Virginia
$40.3K
OC
220
Oakworth Capital
Alabama
$39.5K +$39.5K +1,663 New
RWM
221
Rialto Wealth Management
New York
$32.5K
Comerica Bank
222
Comerica Bank
Texas
$28K
GWM
223
Geneos Wealth Management
Colorado
$27.7K +$27.7K +1,166 New
SN
224
Sittner & Nelson
Oregon
$27.6K +$27.6K +1,161 New
KSWA
225
Kathleen S. Wright Associates
Pennsylvania
$25.6K