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Dimensional US Real Estate ETF

283 hedge funds and large institutions have $1.1B invested in Dimensional US Real Estate ETF in 2025 Q4 according to their latest regulatory filings, with 42 funds opening new positions, 133 increasing their positions, 69 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

320% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 10

93% more repeat investments, than reductions

Existing positions increased: 133 | Existing positions reduced: 69

26% more call options, than puts

Call options by funds: $1.75M | Put options by funds: $1.38M

10% more funds holding

Funds holding: 257283 (+26)

6% more capital invested

Capital invested by funds: $1.03B → $1.1B (+$65M)

5% more funds holding in top 10

Funds holding in top 10: 2122 (+1)

3.82% more ownership

Funds ownership: 73.39%77.21% (+3.8%)

Holders
283
Holders Change
+26
Holders Change %
+10.12%
% of All Funds
3.44%
Holding in Top 10
22
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.76%
% of All Funds
0.27%
New
42
Increased
133
Reduced
69
Closed
10
Calls
$1.75M
Puts
$1.38M
Net Calls
+$364K
Net Calls Change
+$364K
Name Holding Trade Value Shares
Change
Change in
Stake
Focus Partners Wealth
1
Focus Partners Wealth
Massachusetts
$87.1M +$2.83M +120,720 +3%
HighTower Advisors
2
HighTower Advisors
Illinois
$59M +$4.6M +196,432 +8%
Prudential Financial
3
Prudential Financial
New Jersey
$56.2M -$822K -35,100 -1%
EGWAG
4
Elwood & Goetz Wealth Advisory Group
Georgia
$54.4M +$4.15M +177,099 +8%
RFP
5
Root Financial Partners
California
$43.7M +$7.65M +326,780 +21%
VT
6
Vise Technologies
New York
$38.9M +$29.6M +1,264,461 +293%
MFT
7
Moisand Fitzgerald Tamayo
Florida
$31.1M +$2.03M +86,690 +7%
RIP
8
RAM Investment Partners
Washington
$31M +$949K +40,528 +3%
RK
9
Rather & Kittrell
Tennessee
$23.1M +$2.24M +95,851 +10%
GOCP
10
Great Oak Capital Partners
Massachusetts
$23.1M +$1.98M +84,581 +9%
SC
11
Savant Capital
Illinois
$22M +$9.48M +404,919 +73%
BPA
12
Beacon Pointe Advisors
California
$19.5M +$11.3M +484,472 +131%
PFM
13
Phillips Financial Management
Indiana
$17.2M +$1.25M +53,570 +8%
Two Sigma Investments
14
Two Sigma Investments
New York
$15.9M +$16.2M +692,700 New
SFA
15
Sequoia Financial Advisors
Ohio
$15.7M +$811K +34,614 +5%
BEW
16
Burton Enright Welch
California
$15.5M +$1.06M +45,411 +7%
WDG
17
Wealth Dimensions Group
Ohio
$14.9M +$1.92M +81,938 +14%
Pathstone Holdings
18
Pathstone Holdings
New Jersey
$13.9M +$2.89M +123,238 +26%
UWM
19
United Wealth Management
Virginia
$12M +$635K +27,123 +5%
FW
20
Fidato Wealth
Ohio
$12M +$767K +32,758 +7%
BHWM
21
Beaird Harris Wealth Management
Texas
$12M -$13.1M -557,752 -52%
EWA
22
Exencial Wealth Advisors
Oklahoma
$11.2M +$83.9K +3,584 +0.7%
CWM
23
Core Wealth Management
Florida
$10.9M +$215K +9,177 +2%
JTWM
24
Jackson Thornton Wealth Management
Alabama
$9.9M +$1.28M +54,566 +15%
LPL Financial
25
LPL Financial
California
$9.71M +$433K +18,510 +5%