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Dimensional US Real Estate ETF

253 hedge funds and large institutions have $976M invested in Dimensional US Real Estate ETF in 2025 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 108 increasing their positions, 78 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
253
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
19
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$225K
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
DW
201
Dodds Wealth
Colorado
$242K
HCM
202
Hutchinson Capital Management
California
$234K
Chevy Chase Trust
203
Chevy Chase Trust
Maryland
$233K
AIC
204
Allodium Investment Consultants
Minnesota
$229K
DWM
205
Dopkins Wealth Management
New York
$226K
BTI
206
Blue Trust Inc
Georgia
$224K
GTAM
207
Global Trust Asset Management
Florida
$223K
XPN
208
XY Planning Network
Montana
$213K
FG
209
Foster Group
Iowa
$207K
SEIA
210
Signature Estate & Investment Advisors
California
$206K
CA
211
Claris Advisors
Missouri
$204K
UB
212
UMB Bank
Missouri
$168K
FFA
213
Frazier Financial Advisors
Ohio
$139K
FFA
214
Farther Finance Advisors
California
$134K
PNC Financial Services Group
215
PNC Financial Services Group
Pennsylvania
$120K
AP
216
Aspect Partners
Virginia
$116K
CTWM
217
Cherry Tree Wealth Management
Minnesota
$107K
BCM
218
Blume Capital Management
California
$102K
MPW
219
MASECO Private Wealth
$101K
ME
220
McIlrath & Eck
Washington
$98.9K
EWA
221
EQ Wealth Advisors
Texas
$88.9K
BGWM
222
Bridge Generations Wealth Management
Florida
$67.3K
KSWA
223
Kathleen S. Wright Associates
Pennsylvania
$54.8K
JP Morgan Chase
224
JP Morgan Chase
New York
$54K
SN
225
Sittner & Nelson
Oregon
$53K