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Dimensional US Real Estate ETF

257 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, 138 increasing their positions, 61 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

126% more repeat investments, than reductions

Existing positions increased: 138 | Existing positions reduced: 61

21% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 14

11% more funds holding in top 10

Funds holding in top 10: 1921 (+2)

4% more capital invested

Capital invested by funds: $990M → $1.03B (+$43.3M)

0% more funds holding

Funds holding: 256257 (+1)

0.52% less ownership

Funds ownership: 73.92%73.39% (-0.52%)

Holders
257
Holders Change
+1
Holders Change %
+0.39%
% of All Funds
3.37%
Holding in Top 10
21
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+10.53%
% of All Funds
0.28%
New
17
Increased
138
Reduced
61
Closed
14
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 +$12.8K +544 +6%
BTI
203
Blue Trust Inc
Georgia
$241K +$12.8K +544 +6%
HKIMG
204
Hutchens & Kramer Investment Management Group
Indiana
$240K -$10.1K -430 -4%
AWM
205
Arista Wealth Management
Nevada
$238K -$15K -638 -6%
HCM
206
Hutchinson Capital Management
California
$238K
Chevy Chase Trust
207
Chevy Chase Trust
Maryland
$237K
SHFA
208
SC&H Financial Advisors
Maryland
$232K -$52.6K -2,232 -19%
MWA
209
Medallion Wealth Advisors
Connecticut
$217K +$75.2K +3,191 +54%
MWM
210
McMill Wealth Management
Nebraska
$213K +$211K +8,947 New
XPN
211
XY Planning Network
Montana
$213K
FG
212
Foster Group
Iowa
$210K
MMPW
213
Mitchell McLeod Pugh & Williams
Alabama
$207K +$207K +8,767 New
CA
214
Claris Advisors
Missouri
$204K
JP Morgan Chase
215
JP Morgan Chase
New York
$172K +$115K +4,887 +211%
UB
216
UMB Bank
Missouri
$171K
FFA
217
Farther Finance Advisors
California
$144K +$7.43K +315 +6%
FFA
218
Frazier Financial Advisors
Ohio
$141K
PNC Financial Services Group
219
PNC Financial Services Group
Pennsylvania
$122K
AP
220
Aspect Partners
Virginia
$117K
MPW
221
MASECO Private Wealth
$110K +$7.43K +315 +7%
CTWM
222
Cherry Tree Wealth Management
Minnesota
$109K
BCM
223
Blume Capital Management
California
$104K
KSWA
224
Kathleen S. Wright Associates
Pennsylvania
$104K +$47.6K +2,017 +86%
ME
225
McIlrath & Eck
Washington
$101K