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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
TSS
176
Two Sigma Securities
New York
$467K
USCWA
177
U.S. Capital Wealth Advisors
Texas
$463K
Cerity Partners
178
Cerity Partners
New York
$455K
AFP
179
Arnold Financial Planning
Iowa
$455K
FOA
180
Five Oceans Advisors
California
$446K
TIM
181
Tortoise Investment Management
New York
$439K
LCWP
182
Legacy Capital Wealth Partners
Arkansas
$421K
CWM
183
Capstone Wealth Management
Montana
$421K
PCIA
184
Prime Capital Investment Advisors
Kansas
$417K
MWM
185
Melfa Wealth Management
Massachusetts
$415K
D.E. Shaw & Co
186
D.E. Shaw & Co
New York
$414K
EWA
187
Elevate Wealth Advisory
Georgia
$407K
CL
188
CLG LLC
California
$405K
GTWM
189
Global Trust Wealth Management
Florida
$395K
TWA
190
TCI Wealth Advisors
Arizona
$394K
WMN
191
Wealth Management Nebraska
Nebraska
$393K
FWM
192
Fonville Wealth Management
Virginia
$390K
CL
193
Choreo LLC
Illinois
$389K
W
194
WorthPointe
California
$386K
SG
195
StoneX Group
New York
$379K
GVAG
196
Great Valley Advisor Group
Delaware
$379K
WTA
197
Washington Trust Advisors
Massachusetts
$378K
NWM
198
Northwest Wealth Management
Iowa
$361K
VAG
199
VisionPoint Advisory Group
Texas
$345K
BAM
200
Bayshore Asset Management
Florida
$330K