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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
RWM
251
Rialto Wealth Management
New York
$45.6K
CA
252
Clearstead Advisors
Ohio
$43.5K
BWL
253
Bogart Wealth LLC
Virginia
$40.1K
IA
254
IFP Advisors
Florida
$33K
CB
255
CNB Bank
Pennsylvania
$32.4K
Fifth Third Bancorp
256
Fifth Third Bancorp
Ohio
$27.9K
EWA
257
EverSource Wealth Advisors
Alabama
$27.4K
EWP
258
Elevation Wealth Partners
California
$25.6K
LFG
259
Larson Financial Group
Missouri
$24.6K
KFAS
260
Keating Financial Advisory Services
Kansas
$23.6K
SN
261
Sittner & Nelson
Oregon
$20.7K
Morgan Stanley
262
Morgan Stanley
New York
$18.9K
AT
263
Arlington Trust
Alabama
$17.2K
OCM
264
Orion Capital Management
California
$17K
HI
265
Harbour Investments
Wisconsin
$14.5K
ADL
266
Asset Dedication LLC
California
$13.8K
GWM
267
Geneos Wealth Management
Colorado
$13.8K
AAP
268
Arax Advisory Partners
Colorado
$12.4K
AssetMark Inc
269
AssetMark Inc
California
$11.9K
VWA
270
VSM Wealth Advisory
Maryland
$10.7K
AIC
271
Archer Investment Corporation
Indiana
$10.5K
Jones Financial Companies
272
Jones Financial Companies
Missouri
$10.4K
SRCM
273
Signature Resources Capital Management
California
$9.6K
TCM
274
Tradewinds Capital Management
Washington
$8.36K
ACM
275
Anfield Capital Management
California
$6.58K