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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
CIA
26
Concurrent Investment Advisors
Florida
$10.6M
PS
27
Pinney & Scofield
Massachusetts
$10.2M
FPAS
28
Focus Partners Advisor Solutions
Missouri
$10.1M
SAM
29
Satovsky Asset Management
New York
$10.1M
AC
30
Apella Capital
Connecticut
$10M
NBWM
31
North Berkeley Wealth Management
California
$9.96M
BHWM
32
Beaird Harris Wealth Management
Texas
$9.87M
OFA
33
Onyx Financial Advisors
Idaho
$9.77M
FFM
34
Forum Financial Management
Illinois
$9.49M
HSG
35
Helen Stephens Group
Texas
$9.22M
LPL Financial
36
LPL Financial
California
$9.04M
Betterment LLC
37
Betterment LLC
New York
$9.03M
PFA
38
Pillar Financial Advisors
Kentucky
$8.35M
CPW
39
Crestmont Private Wealth
Texas
$8.02M
SPWM
40
Straight Path Wealth Management
Michigan
$7.62M
DAS
41
Dynamic Advisor Solutions
Arizona
$7.44M
FH
42
Financial Harvest
Florida
$6.96M
PAG
43
Private Advisor Group
New Jersey
$6.95M
CW
44
Curio Wealth
Maryland
$6.74M
VAG
45
Vannoy Advisory Group
Texas
$6.68M
AC
46
AWM Capital
Arizona
$6.27M
PFG
47
Pinnacle Financial Group
Illinois
$6.1M
SFO
48
Stokes Family Office
Louisiana
$5.83M
OA
49
Oceanside Advisors
South Carolina
$5.56M
CPIG
50
Chicago Partners Investment Group
Illinois
$5.5M