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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
TWP
126
TFO Wealth Partners
Ohio
$1.23M
AWMNH
127
Arcadia Wealth Management (New Hampshire)
New Hampshire
$1.22M
VPF
128
Vantage Point Financial
Illinois
$1.21M
SFP
129
Sterling Financial Planning
New Jersey
$1.19M
Corient Private Wealth
130
Corient Private Wealth
Florida
$1.18M
SFS
131
Sowell Financial Services
Arkansas
$1.14M
BFA
132
Ballast Financial Advisors
Pennsylvania
$1.11M
AWM
133
Ariadne Wealth Management
California
$1.1M
RLIM
134
Red Lighthouse Investment Management
New York
$1.09M
DPW
135
DiNuzzo Private Wealth
Pennsylvania
$1.09M
PWIA
136
Porter White Investment Advisors
Alabama
$1.08M
GCA
137
Greenwood Capital Associates
South Carolina
$997K
GWMT
138
Guardian Wealth Management (Tennessee)
Tennessee
$995K
TRCT
139
Tower Research Capital (TRC)
New York
$978K
FPCG
140
Forum Private Client Group
Indiana
$972K
WANY
141
Wealthspire Advisors (New York)
New York
$958K
AWM
142
Austin Wealth Management
Texas
$948K
HWMC
143
Heritage Wealth Management (California)
California
$945K
Susquehanna International Group
144
Susquehanna International Group
Pennsylvania
$896K
MW
145
Marrick Wealth
California
$886K
SEI Investments
146
SEI Investments
Pennsylvania
$879K
AWA
147
Arkadios Wealth Advisors
Georgia
$863K
DPI
148
Diversified Portfolios Inc
Michigan
$842K
SIS
149
Strategic Investment Solutions
Illinois
$830K
SA
150
Stolz & Associates
Washington
$823K