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Dimensional US Real Estate ETF

286 hedge funds and large institutions have $1.19B invested in Dimensional US Real Estate ETF in 2026 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 145 increasing their positions, 69 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
286
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
25
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$237K
Puts
$237K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
JWM
226
JDH Wealth Management
California
$241K
HWMT
227
Heritage Wealth Management (Texas)
Texas
$240K
AWM
228
Arista Wealth Management
Nevada
$236K
SHFA
229
SC&H Financial Advisors
Maryland
$229K
MWM
230
Modera Wealth Management
New Jersey
$225K
WAP
231
Wealthcare Advisory Partners
Pennsylvania
$223K
Chevy Chase Trust
232
Chevy Chase Trust
Maryland
$212K
VP
233
Verisail Partners
Georgia
$212K
FG
234
Foster Group
Iowa
$208K
CA
235
Claris Advisors
Missouri
$206K
WCFA
236
Walkner Condon Financial Advisors
Wisconsin
$203K
PIFP
237
Partners in Financial Planning
Virginia
$201K
Jane Street
238
Jane Street
New York
$200K
UB
239
UMB Bank
Missouri
$169K
PNC Financial Services Group
240
PNC Financial Services Group
Pennsylvania
$143K
FFA
241
Frazier Financial Advisors
Ohio
$140K
MPW
242
MASECO Private Wealth
$127K
SPIA
243
Steward Partners Investment Advisory
New York
$118K
3FI
244
3 Factor Indexing
California
$117K
AP
245
Aspect Partners
Virginia
$116K
BCM
246
Blume Capital Management
California
$103K
AF
247
Advisornet Financial
Minnesota
$85.5K
CTWM
248
Cherry Tree Wealth Management
Minnesota
$76.4K
ATPW
249
Ashton Thomas Private Wealth
Arizona
$71.5K
GTAM
250
Global Trust Asset Management
Florida
$54.4K