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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
HCM
201
Hutchinson Capital Management
California
$330K
DFG
202
Dupree Financial Group
Kentucky
$319K
CPWM
203
Cypress Point Wealth Management
Texas
$310K
EFP
204
EnRich Financial Partners
Wisconsin
$308K
IPWA
205
International Private Wealth Advisors
California
$306K
WP
206
Wealthspan Partners
Iowa
$305K
SLG
207
Sanchez Levi Garrett
$292K
JP Morgan Chase
208
JP Morgan Chase
New York
$292K
PWA
209
Physician Wealth Advisors
Utah
$291K
DFP
210
Donalies Financial Planning
District of Columbia
$289K
AIC
211
Allodium Investment Consultants
Minnesota
$288K
KeyBank National Association
212
KeyBank National Association
Ohio
$287K
WAN
213
Wealth Advisors Northwest
Oregon
$280K
DADC
214
D.A. Davidson & Co
Montana
$279K
BCM
215
Brookstone Capital Management
Illinois
$268K
Mariner
216
Mariner
Kansas
$265K
MWA
217
Medallion Wealth Advisors
Connecticut
$263K
BRPW
218
Ballast Rock Private Wealth
South Carolina
$255K
OFS
219
Opus Financial Solutions
Illinois
$253K
MMPW
220
Mitchell McLeod Pugh & Williams
Alabama
$249K
WFAG
221
Wescott Financial Advisory Group
Pennsylvania
$247K
BTI
222
Blue Trust Inc
Georgia
$247K
DW
223
Dodds Wealth
Colorado
$244K
JWM
224
JDH Wealth Management
California
$241K
HWMT
225
Heritage Wealth Management (Texas)
Texas
$240K