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Dimensional US Real Estate ETF

254 hedge funds and large institutions have $979M invested in Dimensional US Real Estate ETF in 2025 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 109 increasing their positions, 77 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
254
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
19
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$225K
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Focus Partners Wealth
1
Focus Partners Wealth
Massachusetts
$84.1M
Prudential Financial
2
Prudential Financial
New Jersey
$58.4M
HighTower Advisors
3
HighTower Advisors
Illinois
$50.2M
EGWAG
4
Elwood & Goetz Wealth Advisory Group
Georgia
$48.6M
BHWM
5
Beaird Harris Wealth Management
Texas
$42M
RIP
6
RAM Investment Partners
Washington
$29.7M
MFT
7
Moisand Fitzgerald Tamayo
Florida
$28.2M
RFP
8
Root Financial Partners
California
$24.7M
GOCP
9
Great Oak Capital Partners
Massachusetts
$20.6M
RK
10
Rather & Kittrell
Tennessee
$20.3M
AWM
11
Aprio Wealth Management
Georgia
$16.2M
PFM
12
Phillips Financial Management
Indiana
$14.7M
SFA
13
Sequoia Financial Advisors
Ohio
$14.6M
SC
14
Savant Capital
Illinois
$14.3M
BA
15
Bridgewater Advisors
New York
$13.4M
WDG
16
Wealth Dimensions Group
Ohio
$12M
Pathstone Holdings
17
Pathstone Holdings
New Jersey
$11.8M
EWA
18
Exencial Wealth Advisors
Oklahoma
$11.4M
UWM
19
United Wealth Management
Virginia
$11.4M
FW
20
Fidato Wealth
Ohio
$10.8M
CWM
21
Core Wealth Management
Florida
$10.7M
HWM
22
Hemington Wealth Management
Virginia
$10.5M
FFM
23
Forum Financial Management
Illinois
$9.44M
SAM
24
Satovsky Asset Management
New York
$9.36M
DAS
25
Dynamic Advisor Solutions
Arizona
$9.29M