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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
VAG
201
VisionPoint Advisory Group
Texas
$345K
BAM
202
Bayshore Asset Management
Florida
$330K
HCM
203
Hutchinson Capital Management
California
$330K
DFG
204
Dupree Financial Group
Kentucky
$319K
CPWM
205
Cypress Point Wealth Management
Texas
$310K
EFP
206
EnRich Financial Partners
Wisconsin
$308K
IPWA
207
International Private Wealth Advisors
California
$306K
WP
208
Wealthspan Partners
Iowa
$305K
SLG
209
Sanchez Levi Garrett
$292K
JP Morgan Chase
210
JP Morgan Chase
New York
$292K
PWA
211
Physician Wealth Advisors
Utah
$291K
DFP
212
Donalies Financial Planning
District of Columbia
$289K
AIC
213
Allodium Investment Consultants
Minnesota
$288K
KeyBank National Association
214
KeyBank National Association
Ohio
$287K
WAN
215
Wealth Advisors Northwest
Oregon
$280K
DADC
216
D.A. Davidson & Co
Montana
$279K
BCM
217
Brookstone Capital Management
Illinois
$268K
Mariner
218
Mariner
Kansas
$265K
MWA
219
Medallion Wealth Advisors
Connecticut
$263K
BRPW
220
Ballast Rock Private Wealth
South Carolina
$255K
OFS
221
Opus Financial Solutions
Illinois
$253K
MMPW
222
Mitchell McLeod Pugh & Williams
Alabama
$249K
WFAG
223
Wescott Financial Advisory Group
Pennsylvania
$247K
BTI
224
Blue Trust Inc
Georgia
$247K
DW
225
Dodds Wealth
Colorado
$244K