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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
Focus Partners Wealth
1
Focus Partners Wealth
Massachusetts
$87.8M +$2.27M +96,126 +3%
Prudential Financial
2
Prudential Financial
New Jersey
$59.4M
HighTower Advisors
3
HighTower Advisors
Illinois
$56.7M +$5.63M +238,838 +11%
EGWAG
4
Elwood & Goetz Wealth Advisory Group
Georgia
$52.4M +$2.95M +125,155 +6%
RFP
5
Root Financial Partners
California
$37.7M +$12.5M +528,128 +50%
RIP
6
RAM Investment Partners
Washington
$31.4M +$1.14M +48,395 +4%
MFT
7
Moisand Fitzgerald Tamayo
Florida
$30.3M +$1.67M +70,649 +6%
BHWM
8
Beaird Harris Wealth Management
Texas
$25.8M -$16.7M -708,956 -40%
GOCP
9
Great Oak Capital Partners
Massachusetts
$22M +$1.1M +46,561 +5%
RK
10
Rather & Kittrell
Tennessee
$21.8M +$1.16M +49,067 +6%
PFM
11
Phillips Financial Management
Indiana
$16.6M +$1.63M +68,948 +11%
SFA
12
Sequoia Financial Advisors
Ohio
$15.6M +$691K +29,303 +5%
BEW
13
Burton Enright Welch
California
$15M +$811K +34,379 +6%
WDG
14
Wealth Dimensions Group
Ohio
$13.5M +$1.26M +53,537 +10%
SC
15
Savant Capital
Illinois
$13.2M -$1.07M -45,582 -8%
BA
16
Bridgewater Advisors
New York
$12.6M -$408K -17,285 -3%
UWM
17
United Wealth Management
Virginia
$11.9M +$299K +12,702 +3%
FW
18
Fidato Wealth
Ohio
$11.7M +$698K +29,615 +6%
EWA
19
Exencial Wealth Advisors
Oklahoma
$11.6M +$18.1K +767 +0.2%
Pathstone Holdings
20
Pathstone Holdings
New Jersey
$11.5M -$462K -19,592 -4%
CWM
21
Core Wealth Management
Florida
$11.2M +$255K +10,817 +2%
HWM
22
Hemington Wealth Management
Virginia
$11.1M +$398K +16,889 +4%
VT
23
Vise Technologies
New York
$10.3M +$10.2M +432,104 New
DAS
24
Dynamic Advisor Solutions
Arizona
$9.86M +$411K +17,419 +4%
SAM
25
Satovsky Asset Management
New York
$9.85M +$334K +14,152 +4%