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Dimensional US Real Estate ETF

279 hedge funds and large institutions have $1.09B invested in Dimensional US Real Estate ETF in 2025 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 130 increasing their positions, 69 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more call options, than puts

Call options by funds: $ | Put options by funds: $

more funds holding

Funds holding:

7% more capital invested

Capital invested by funds: $1.02B → $1.09B (+$75.9M)

5% more funds holding in top 10

Funds holding in top 10: 2122 (+1)

4.6% more ownership

Funds ownership: 72.31%76.9% (+4.6%)

Holders
279
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
22
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1.75M
Puts
$1.38M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Focus Partners Wealth
1
Focus Partners Wealth
Massachusetts
$87.1M
HighTower Advisors
2
HighTower Advisors
Illinois
$59M
Prudential Financial
3
Prudential Financial
New Jersey
$56.2M
EGWAG
4
Elwood & Goetz Wealth Advisory Group
Georgia
$54.4M
RFP
5
Root Financial Partners
California
$43.7M
VT
6
Vise Technologies
New York
$38.9M
MFT
7
Moisand Fitzgerald Tamayo
Florida
$31.1M
RIP
8
RAM Investment Partners
Washington
$31M
RK
9
Rather & Kittrell
Tennessee
$23.1M
GOCP
10
Great Oak Capital Partners
Massachusetts
$23.1M
SC
11
Savant Capital
Illinois
$22M
BPA
12
Beacon Pointe Advisors
California
$19.5M
PFM
13
Phillips Financial Management
Indiana
$17.2M
Two Sigma Investments
14
Two Sigma Investments
New York
$15.9M
SFA
15
Sequoia Financial Advisors
Ohio
$15.7M
BEW
16
Burton Enright Welch
California
$15.5M
WDG
17
Wealth Dimensions Group
Ohio
$14.9M
Pathstone Holdings
18
Pathstone Holdings
New Jersey
$13.9M
UWM
19
United Wealth Management
Virginia
$12M
FW
20
Fidato Wealth
Ohio
$12M
BHWM
21
Beaird Harris Wealth Management
Texas
$12M
EWA
22
Exencial Wealth Advisors
Oklahoma
$11.2M
CWM
23
Core Wealth Management
Florida
$10.9M
JTWM
24
Jackson Thornton Wealth Management
Alabama
$9.9M
LPL Financial
25
LPL Financial
California
$9.71M