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Dimensional US Real Estate ETF

256 hedge funds and large institutions have $1.03B invested in Dimensional US Real Estate ETF in 2025 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 137 increasing their positions, 61 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
256
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
DW
201
Dodds Wealth
Colorado
$246K
AIC
202
Allodium Investment Consultants
Minnesota
$246K
BTI
203
Blue Trust Inc
Georgia
$241K
HKIMG
204
Hutchens & Kramer Investment Management Group
Indiana
$240K
AWM
205
Arista Wealth Management
Nevada
$238K
HCM
206
Hutchinson Capital Management
California
$238K
Chevy Chase Trust
207
Chevy Chase Trust
Maryland
$237K
SHFA
208
SC&H Financial Advisors
Maryland
$232K
MWM
209
McMill Wealth Management
Nebraska
$213K
XPN
210
XY Planning Network
Montana
$213K
FG
211
Foster Group
Iowa
$210K
MMPW
212
Mitchell McLeod Pugh & Williams
Alabama
$207K
CA
213
Claris Advisors
Missouri
$204K
JP Morgan Chase
214
JP Morgan Chase
New York
$172K
UB
215
UMB Bank
Missouri
$171K
FFA
216
Farther Finance Advisors
California
$144K
FFA
217
Frazier Financial Advisors
Ohio
$141K
PNC Financial Services Group
218
PNC Financial Services Group
Pennsylvania
$122K
AP
219
Aspect Partners
Virginia
$117K
MPW
220
MASECO Private Wealth
$110K
CTWM
221
Cherry Tree Wealth Management
Minnesota
$109K
BCM
222
Blume Capital Management
California
$104K
KSWA
223
Kathleen S. Wright Associates
Pennsylvania
$104K
ME
224
McIlrath & Eck
Washington
$101K
GTAM
225
Global Trust Asset Management
Florida
$75K