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Dimensional US Real Estate ETF

279 hedge funds and large institutions have $1.09B invested in Dimensional US Real Estate ETF in 2025 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 130 increasing their positions, 69 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more call options, than puts

Call options by funds: $ | Put options by funds: $

more funds holding

Funds holding:

7% more capital invested

Capital invested by funds: $1.02B → $1.09B (+$75.9M)

5% more funds holding in top 10

Funds holding in top 10: 2122 (+1)

4.6% more ownership

Funds ownership: 72.31%76.9% (+4.6%)

Holders
279
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
22
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1.75M
Puts
$1.38M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Jane Street
201
Jane Street
New York
$323K
DFG
202
Dupree Financial Group
Kentucky
$321K
KeyBank National Association
203
KeyBank National Association
Ohio
$321K
BAM
204
Bayshore Asset Management
Florida
$320K
IA
205
IFP Advisors
Florida
$319K
WP
206
Wealthspan Partners
Iowa
$300K
USCWA
207
U.S. Capital Wealth Advisors
Texas
$299K
EFP
208
EnRich Financial Partners
Wisconsin
$298K
PWA
209
Physician Wealth Advisors
Utah
$283K
AIC
210
Allodium Investment Consultants
Minnesota
$279K
TIM
211
Tortoise Investment Management
New York
$275K
JWM
212
JDH Wealth Management
California
$275K
WAN
213
Wealth Advisors Northwest
Oregon
$269K
BCM
214
Brookstone Capital Management
Illinois
$261K
BRPW
215
Ballast Rock Private Wealth
South Carolina
$256K
MMPW
216
Mitchell McLeod Pugh & Williams
Alabama
$246K
IPWA
217
International Private Wealth Advisors
California
$243K
MPW
218
Magnolia Private Wealth
Pennsylvania
$241K
WFAG
219
Wescott Financial Advisory Group
Pennsylvania
$239K
DW
220
Dodds Wealth
Colorado
$236K
SAM
221
Smartleaf Asset Management
Massachusetts
$236K
HWMT
222
Heritage Wealth Management (Texas)
Texas
$232K
AWM
223
Arista Wealth Management
Nevada
$232K
BTI
224
Blue Trust Inc
Georgia
$228K
HCM
225
Hutchinson Capital Management
California
$228K