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Dimensional US Real Estate ETF

240 hedge funds and large institutions have $958M invested in Dimensional US Real Estate ETF in 2025 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 115 increasing their positions, 69 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
240
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
20
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$647K
Puts
$238K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AP
1
Adero Partners
California
$74.4M
HighTower Advisors
2
HighTower Advisors
Illinois
$60.5M
Prudential Financial
3
Prudential Financial
New Jersey
$55.7M
EGWAG
4
Elwood & Goetz Wealth Advisory Group
Georgia
$47.9M
BHWM
5
Beaird Harris Wealth Management
Texas
$41.2M
RIP
6
RAM Investment Partners
Washington
$29M
MFT
7
Moisand Fitzgerald Tamayo
Florida
$26.8M
RFP
8
Root Financial Partners
California
$26.4M
RK
9
Rather & Kittrell
Tennessee
$20.4M
GOCP
10
Great Oak Capital Partners
Massachusetts
$18.6M
SC
11
Savant Capital
Illinois
$16.9M
PFM
12
Phillips Financial Management
Indiana
$14.3M
AWM
13
Aprio Wealth Management
Georgia
$13.1M
BA
14
Bridgewater Advisors
New York
$12.5M
SFA
15
Sequoia Financial Advisors
Ohio
$12.1M
EWA
16
Exencial Wealth Advisors
Oklahoma
$11.7M
UWM
17
United Wealth Management
Virginia
$11.4M
WDG
18
Wealth Dimensions Group
Ohio
$11.4M
HWM
19
Hemington Wealth Management
Virginia
$11.3M
BFA
20
Brown Financial Advisory
Alabama
$11.1M
CWM
21
Core Wealth Management
Florida
$10.6M
Focus Partners Wealth
22
Focus Partners Wealth
Massachusetts
$10.5M
FW
23
Fidato Wealth
Ohio
$10.2M
FFM
24
Forum Financial Management
Illinois
$9.56M
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$9.32M