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Dimensional US Real Estate ETF

283 hedge funds and large institutions have $1.1B invested in Dimensional US Real Estate ETF in 2025 Q4 according to their latest regulatory filings, with 42 funds opening new positions, 133 increasing their positions, 69 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

320% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 10

93% more repeat investments, than reductions

Existing positions increased: 133 | Existing positions reduced: 69

26% more call options, than puts

Call options by funds: $1.75M | Put options by funds: $1.38M

10% more funds holding

Funds holding: 257283 (+26)

6% more capital invested

Capital invested by funds: $1.03B → $1.1B (+$65M)

5% more funds holding in top 10

Funds holding in top 10: 2122 (+1)

3.82% more ownership

Funds ownership: 73.39%77.21% (+3.8%)

Holders
283
Holders Change
+26
Holders Change %
+10.12%
% of All Funds
3.44%
Holding in Top 10
22
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.76%
% of All Funds
0.27%
New
42
Increased
133
Reduced
69
Closed
10
Calls
$1.75M
Puts
$1.38M
Net Calls
+$364K
Net Calls Change
+$364K
Name Holding Trade Value Shares
Change
Change in
Stake
GVAG
201
Great Valley Advisor Group
Delaware
$354K -$15.7K -670 -4%
CAM
202
CPA Asset Management
Florida
$331K +$10.3K +438 +3%
Jane Street
203
Jane Street
New York
$323K +$18.1K +773 +6%
DFG
204
Dupree Financial Group
Kentucky
$321K -$9.74K -416 -3%
KeyBank National Association
205
KeyBank National Association
Ohio
$321K +$329K +14,031 New
BAM
206
Bayshore Asset Management
Florida
$320K +$5.04K +215 +2%
IA
207
IFP Advisors
Florida
$319K -$562 -24 -0.2%
NSG
208
Nalls Sherbakoff Group
Tennessee
$302K +$1.38K +59 +0.4%
WP
209
Wealthspan Partners
Iowa
$300K -$47.9K -2,046 -14%
USCWA
210
U.S. Capital Wealth Advisors
Texas
$299K
EFP
211
EnRich Financial Partners
Wisconsin
$298K +$20.5K +875 +7%
PWA
212
Physician Wealth Advisors
Utah
$283K +$9.11K +389 +3%
AIC
213
Allodium Investment Consultants
Minnesota
$279K +$43.8K +1,871 +18%
TIM
214
Tortoise Investment Management
New York
$275K -$9.48K -405 -3%
JWM
215
JDH Wealth Management
California
$275K -$328 -14 -0.1%
WAN
216
Wealth Advisors Northwest
Oregon
$269K -$62.5K -2,670 -19%
BCM
217
Brookstone Capital Management
Illinois
$261K -$80.1K -3,419 -23%
BRPW
218
Ballast Rock Private Wealth
South Carolina
$256K +$262K +11,174 New
MWA
219
Medallion Wealth Advisors
Connecticut
$255K +$46.7K +1,996 +22%
MMPW
220
Mitchell McLeod Pugh & Williams
Alabama
$246K +$33.9K +1,447 +17%
IPWA
221
International Private Wealth Advisors
California
$243K +$248K +10,595 New
MPW
222
Magnolia Private Wealth
Pennsylvania
$241K -$55.5K -2,368 -18%
WFAG
223
Wescott Financial Advisory Group
Pennsylvania
$239K
DW
224
Dodds Wealth
Colorado
$236K
SAM
225
Smartleaf Asset Management
Massachusetts
$236K +$240K +10,232 New