DFAR icon

Dimensional US Real Estate ETF

254 hedge funds and large institutions have $979M invested in Dimensional US Real Estate ETF in 2025 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 109 increasing their positions, 77 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
254
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
D.E. Shaw & Co
201
D.E. Shaw & Co
New York
$242K
DW
202
Dodds Wealth
Colorado
$242K
HCM
203
Hutchinson Capital Management
California
$234K
Chevy Chase Trust
204
Chevy Chase Trust
Maryland
$233K
AIC
205
Allodium Investment Consultants
Minnesota
$229K
DWM
206
Dopkins Wealth Management
New York
$226K
BTI
207
Blue Trust Inc
Georgia
$224K
GTAM
208
Global Trust Asset Management
Florida
$223K
XPN
209
XY Planning Network
Montana
$213K
FG
210
Foster Group
Iowa
$207K
SEIA
211
Signature Estate & Investment Advisors
California
$206K
CA
212
Claris Advisors
Missouri
$204K
UB
213
UMB Bank
Missouri
$168K
FFA
214
Frazier Financial Advisors
Ohio
$139K
FFA
215
Farther Finance Advisors
California
$134K
PNC Financial Services Group
216
PNC Financial Services Group
Pennsylvania
$120K
AP
217
Aspect Partners
Virginia
$116K
CTWM
218
Cherry Tree Wealth Management
Minnesota
$107K
BCM
219
Blume Capital Management
California
$102K
MPW
220
MASECO Private Wealth
$101K
ME
221
McIlrath & Eck
Washington
$98.9K
EWA
222
EQ Wealth Advisors
Texas
$88.9K
BGWM
223
Bridge Generations Wealth Management
Florida
$67.3K
KSWA
224
Kathleen S. Wright Associates
Pennsylvania
$54.8K
JPMorgan Chase & Co
225
JPMorgan Chase & Co
New York
$54K