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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
BH
76
Burk Holdings
Oklahoma
$3.84M
EAM
77
Evanson Asset Management
California
$3.8M
Creative Planning
78
Creative Planning
Kansas
$3.77M
BWMG
79
Bannerman Wealth Management Group
Texas
$3.73M
IWC
80
Integrated Wealth Concepts
Massachusetts
$3.53M
AWM
81
Aprio Wealth Management
Georgia
$3.42M
SIMC
82
Squire Investment Management Company
Utah
$3.22M
Cambridge Investment Research Advisors
83
Cambridge Investment Research Advisors
Iowa
$3.04M
PA
84
PFG Advisors
Arizona
$3.01M
JWM
85
Johnson Wealth Management
North Dakota
$2.99M
GJIA
86
Glass Jacobson Investment Advisors
Maryland
$2.98M
THL
87
Tillman Hartley LLC
Colorado
$2.86M
BIG
88
Builder Investment Group
Georgia
$2.81M
MML Investors Services
89
MML Investors Services
Massachusetts
$2.7M
SWG
90
Summit Wealth Group
Vermont
$2.6M
PAM
91
Pacific Asset Management
Washington
$2.45M
AF
92
Allworth Financial
California
$2.43M
AC
93
Applied Capital
Arkansas
$2.36M
CWM
94
CarsonAllaria Wealth Management
Illinois
$2.29M
NA
95
Note Advisors
New York
$2.26M
Osaic Holdings
96
Osaic Holdings
Arizona
$2.25M
Wealth Enhancement Advisory Services
97
Wealth Enhancement Advisory Services
Minnesota
$2.24M
FWM
98
FMB Wealth Management
California
$2.23M
Commonwealth Equity Services
99
Commonwealth Equity Services
Massachusetts
$2.23M
ALWM
100
Andrews Lucia Wealth Management
California
$2.19M