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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
TC
151
TAGStone Capital
North Carolina
$808K
AA
152
Advisory Alpha
Michigan
$796K
MFG
153
Merit Financial Group
Georgia
$784K
LWM
154
Lakeridge Wealth Management
Ohio
$776K
ARA
155
Approach Retirement Advisors
Alabama
$752K
AWMM
156
Aegis Wealth Management (Maryland)
Maryland
$752K
VF
157
Virtu Financial
New York
$744K
AUB
158
Atlantic Union Bankshares
Virginia
$715K
MWM
159
Mission Wealth Management
California
$668K
CG
160
Caprock Group
Idaho
$662K
PWP
161
Parkwoods Wealth Partners
New York
$651K
E
162
EntreWealth
Texas
$633K
Royal Bank of Canada
163
Royal Bank of Canada
Ontario, Canada
$605K
MWA
164
Monograph Wealth Advisors
California
$602K
GA
165
Greenspring Advisors
Maryland
$596K
SWM
166
SpringVest Wealth Management
Texas
$595K
QCM
167
Quantinno Capital Management
New York
$583K
FF
168
Frankly Finances
Florida
$579K
SWA
169
Sax Wealth Advisors
New Jersey
$573K
AIS
170
American Investment Services
Massachusetts
$561K
CPA
171
Cardiff Park Advisors
California
$520K
GFM
172
GEN Financial Management
Minnesota
$520K
FFM
173
Flagstone Financial Management
Nebraska
$501K
AAM
174
Austin Asset Management
Texas
$497K
YWM
175
Yoder Wealth Management
California
$472K