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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
TP
101
Trailhead Planners
Minnesota
$2.13M
DWM
102
DWR Wealth Management
California
$2.05M
GWM
103
GK Wealth Management
Nevada
$2.05M
FJWM
104
Ferguson Johnson Wealth Management
Maryland
$2.04M
VPWA
105
Vestia Personal Wealth Advisors
Indiana
$1.76M
MGIA
106
Moneta Group Investment Advisors
Missouri
$1.76M
RPA
107
Redwood Park Advisors
California
$1.69M
JFG
108
JMG Financial Group
Illinois
$1.64M
CA
109
Clune & Associates
Illinois
$1.62M
RFP
110
RCS Financial Planning
Maryland
$1.62M
FFG
111
First Financial Group
North Carolina
$1.58M
BJB
112
Broadhurst Jeffrey B
$1.58M
FFA
113
Farther Finance Advisors
California
$1.57M
CA
114
CGN Advisors
Kansas
$1.47M
WAM
115
Weinberger Asset Management
California
$1.43M
FMWA
116
Forvis Mazars Wealth Advisors
Missouri
$1.41M
AWM
117
Apollon Wealth Management
South Carolina
$1.4M
W
118
WPWealth
Texas
$1.34M
SEIA
119
Signature Estate & Investment Advisors
California
$1.31M
IWC
120
Infinity Wealth Counsel
Ohio
$1.31M
AIA
121
AssuredPartners Investment Advisors
Florida
$1.3M
SFC
122
Sprinkle Financial Consultants
Colorado
$1.29M
VF
123
Vawter Financial
Ohio
$1.24M
KAS
124
Kestra Advisory Services
Texas
$1.24M
SA
125
Sanctuary Advisors
Indiana
$1.24M