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Dimensional US Real Estate ETF

286 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 28 funds opening new positions, 145 increasing their positions, 69 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
286
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
SA
151
Stolz & Associates
Washington
$823K
TC
152
TAGStone Capital
North Carolina
$808K
AA
153
Advisory Alpha
Michigan
$796K
MFG
154
Merit Financial Group
Georgia
$784K
LWM
155
Lakeridge Wealth Management
Ohio
$776K
ARA
156
Approach Retirement Advisors
Alabama
$752K
AWMM
157
Aegis Wealth Management (Maryland)
Maryland
$752K
VF
158
Virtu Financial
New York
$744K
AUB
159
Atlantic Union Bankshares
Virginia
$715K
MWM
160
Mission Wealth Management
California
$668K
DFC
161
DBK Financial Counsel
Ohio
$663K
CG
162
Caprock Group
Idaho
$662K
PWP
163
Parkwoods Wealth Partners
New York
$651K
E
164
EntreWealth
Texas
$633K
Royal Bank of Canada
165
Royal Bank of Canada
Ontario, Canada
$605K
MWA
166
Monograph Wealth Advisors
California
$602K
GA
167
Greenspring Advisors
Maryland
$596K
SWM
168
SpringVest Wealth Management
Texas
$595K
QCM
169
Quantinno Capital Management
New York
$583K
FF
170
Frankly Finances
Florida
$579K
SWA
171
Sax Wealth Advisors
New Jersey
$573K
AIS
172
American Investment Services
Massachusetts
$561K
CPA
173
Cardiff Park Advisors
California
$520K
GFM
174
GEN Financial Management
Minnesota
$520K
FFM
175
Flagstone Financial Management
Nebraska
$501K