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Dimensional US Real Estate ETF

256 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, 137 increasing their positions, 61 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
256
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
21
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
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
Prudential Financial
2
Prudential Financial
New Jersey
$59.4M
HighTower Advisors
3
HighTower Advisors
Illinois
$56.7M
EGWAG
4
Elwood & Goetz Wealth Advisory Group
Georgia
$52.4M
RFP
5
Root Financial Partners
California
$37.7M
RIP
6
RAM Investment Partners
Washington
$31.4M
MFT
7
Moisand Fitzgerald Tamayo
Florida
$30.3M
BHWM
8
Beaird Harris Wealth Management
Texas
$25.8M
GOCP
9
Great Oak Capital Partners
Massachusetts
$22M
RK
10
Rather & Kittrell
Tennessee
$21.8M
PFM
11
Phillips Financial Management
Indiana
$16.6M
SFA
12
Sequoia Financial Advisors
Ohio
$15.6M
BEW
13
Burton Enright Welch
California
$15M
WDG
14
Wealth Dimensions Group
Ohio
$13.5M
SC
15
Savant Capital
Illinois
$13.2M
BA
16
Bridgewater Advisors
New York
$12.6M
UWM
17
United Wealth Management
Virginia
$11.9M
FW
18
Fidato Wealth
Ohio
$11.7M
EWA
19
Exencial Wealth Advisors
Oklahoma
$11.6M
Pathstone Holdings
20
Pathstone Holdings
New Jersey
$11.5M
CWM
21
Core Wealth Management
Florida
$11.2M
HWM
22
Hemington Wealth Management
Virginia
$11.1M
VT
23
Vise Technologies
New York
$10.3M
DAS
24
Dynamic Advisor Solutions
Arizona
$9.86M
SAM
25
Satovsky Asset Management
New York
$9.85M