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Dimensional US Real Estate ETF

285 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 29 funds opening new positions, 143 increasing their positions, 69 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
285
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
BWL
251
Bogart Wealth LLC
Virginia
$40.1K
NA
252
NewEdge Advisors
Louisiana
$38.8K
IA
253
IFP Advisors
Florida
$33K
CB
254
CNB Bank
Pennsylvania
$32.4K
Fifth Third Bancorp
255
Fifth Third Bancorp
Ohio
$27.9K
EWA
256
EverSource Wealth Advisors
Alabama
$27.4K
EWP
257
Elevation Wealth Partners
California
$25.6K
LFG
258
Larson Financial Group
Missouri
$24.6K
KFAS
259
Keating Financial Advisory Services
Kansas
$23.6K
SN
260
Sittner & Nelson
Oregon
$20.7K
Morgan Stanley
261
Morgan Stanley
New York
$18.9K
AT
262
Arlington Trust
Alabama
$17.2K
OCM
263
Orion Capital Management
California
$17K
HI
264
Harbour Investments
Wisconsin
$14.5K
GWM
265
Geneos Wealth Management
Colorado
$13.8K
AAP
266
Arax Advisory Partners
Colorado
$12.4K
AssetMark Inc
267
AssetMark Inc
California
$11.9K
VWA
268
VSM Wealth Advisory
Maryland
$10.7K
AIC
269
Archer Investment Corporation
Indiana
$10.5K
Jones Financial Companies
270
Jones Financial Companies
Missouri
$10.4K
SRCM
271
Signature Resources Capital Management
California
$9.6K
TCM
272
Tradewinds Capital Management
Washington
$8.36K
ACM
273
Anfield Capital Management
California
$6.58K
ME
274
McIlrath & Eck
Washington
$5.08K
DF
275
Dunhill Financial
United Kingdom
$3.62K