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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
GCA
51
Gradient Capital Advisors
California
$5.07M
DWM
52
Diversify Wealth Management
Utah
$5.05M
SA
53
Seneschal Advisors
Washington
$5.04M
Northwestern Mutual Wealth Management
54
Northwestern Mutual Wealth Management
Wisconsin
$5.01M
IWS
55
Integrity Wealth Solutions
Colorado
$4.95M
MHS
56
M Holdings Securities
Oregon
$4.85M
GWM
57
Grand Wealth Management
Michigan
$4.83M
LFGO
58
Legacy Financial Group (Oklahoma)
Oklahoma
$4.8M
DF
59
DecisionPoint Financial
Arizona
$4.59M
CC
60
Citrine Capital
California
$4.42M
AWMNY
61
Arcadia Wealth Management (New York)
New York
$4.36M
Mercer Global Advisors
62
Mercer Global Advisors
Colorado
$4.33M
SWGC
63
Summit Wealth Group (Colorado)
Colorado
$4.33M
SWA
64
Strategic Wealth Advisors
Arizona
$4.29M
RIAS
65
Rachor Investment Advisory Services
Michigan
$4.17M
AWM
66
AE Wealth Management
Kansas
$4.07M
Envestnet Asset Management
67
Envestnet Asset Management
Illinois
$4.02M
BWA
68
BCU Wealth Advisors
Illinois
$4.02M
RWM
69
Ruedi Wealth Management
Illinois
$4M
DI
70
Disciplined Investments
Oklahoma
$3.96M
WCM
71
Warburton Capital Management
Oklahoma
$3.96M
PFS
72
Professional Financial Solutions
Virginia
$3.92M
HWMG
73
Hurlow Wealth Management Group
Indiana
$3.88M
SCA
74
Strathmore Capital Advisors
North Carolina
$3.88M
RWM
75
Rockwood Wealth Management
Pennsylvania
$3.85M