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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
OSAM
276
O'Shaughnessy Asset Management
Connecticut
$2.93K
WWM
277
Western Wealth Management
Colorado
$2.67K
PB
278
Pinnacle Bancorp
Nebraska
$2.13K
Bank of Montreal
279
Bank of Montreal
Ontario, Canada
$2.13K
IF
280
Integrity Financial
Wyoming
$1.16K
MCM
281
MAI Capital Management
Ohio
$805
SFS
282
Sunrise Financial Services
Washington
$710
RDFA
283
Ritter Daniher Financial Advisory
Ohio
$171
Wells Fargo
284
Wells Fargo
California
$142
Q1WB
285
Quest 10 Wealth Builders
Virginia
$95
CA
286
CoreCap Advisors
Michigan
$23
S
287
SignatureFD
Georgia
$3
BCI
288
Brinker Capital Investments
Pennsylvania
BA
289
Bridgewater Advisors
New York
BFA
290
Brown Financial Advisory
Alabama
QC
291
Quadrature Capital
United Kingdom
DAS
292
Diversify Advisory Services
Utah
PWMG
293
Pioneer Wealth Management Group
Texas
AWM
294
Accurate Wealth Management
Florida
SCM
295
SOL Capital Management
Maryland
CAM
296
CPA Asset Management
Florida
MPW
297
Magnolia Private Wealth
Pennsylvania
SAM
298
Smartleaf Asset Management
Massachusetts
MWM
299
McMill Wealth Management
Nebraska
UBS Group
300
UBS Group
Switzerland