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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
AAM
176
Austin Asset Management
Texas
$497K
YWM
177
Yoder Wealth Management
California
$472K
TSS
178
Two Sigma Securities
New York
$467K
USCWA
179
U.S. Capital Wealth Advisors
Texas
$463K
Cerity Partners
180
Cerity Partners
New York
$455K
AFP
181
Arnold Financial Planning
Iowa
$455K
FOA
182
Five Oceans Advisors
California
$446K
TIM
183
Tortoise Investment Management
New York
$439K
LCWP
184
Legacy Capital Wealth Partners
Arkansas
$421K
CWM
185
Capstone Wealth Management
Montana
$421K
PCIA
186
Prime Capital Investment Advisors
Kansas
$417K
MWM
187
Melfa Wealth Management
Massachusetts
$415K
D.E. Shaw & Co
188
D.E. Shaw & Co
New York
$414K
EWA
189
Elevate Wealth Advisory
Georgia
$407K
CL
190
CLG LLC
California
$405K
GTWM
191
Global Trust Wealth Management
Florida
$395K
TWA
192
TCI Wealth Advisors
Arizona
$394K
WMN
193
Wealth Management Nebraska
Nebraska
$393K
FWM
194
Fonville Wealth Management
Virginia
$390K
CL
195
Choreo LLC
Illinois
$389K
W
196
WorthPointe
California
$386K
SG
197
StoneX Group
New York
$379K
GVAG
198
Great Valley Advisor Group
Delaware
$379K
WTA
199
Washington Trust Advisors
Massachusetts
$378K
NWM
200
Northwest Wealth Management
Iowa
$361K