DFAR icon

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
Focus Partners Wealth
1
Focus Partners Wealth
Massachusetts
$89.1M
HighTower Advisors
2
HighTower Advisors
Illinois
$63.7M
EGWAG
3
Elwood & Goetz Wealth Advisory Group
Georgia
$59.8M
Prudential Financial
4
Prudential Financial
New Jersey
$52M
RFP
5
Root Financial Partners
California
$50.1M
VT
6
Vise Technologies
New York
$38.9M
MFT
7
Moisand Fitzgerald Tamayo
Florida
$34.2M
RIP
8
RAM Investment Partners
Washington
$33.8M
Two Sigma Investments
9
Two Sigma Investments
New York
$31.4M
GOCP
10
Great Oak Capital Partners
Massachusetts
$25.9M
RK
11
Rather & Kittrell
Tennessee
$23.8M
BPA
12
Beacon Pointe Advisors
California
$22M
SC
13
Savant Capital
Illinois
$16.9M
SFA
14
Sequoia Financial Advisors
Ohio
$16.7M
WDG
15
Wealth Dimensions Group
Ohio
$16.6M
BEW
16
Burton Enright Welch
California
$16.5M
PFM
17
Phillips Financial Management
Indiana
$16.4M
UWM
18
United Wealth Management
Virginia
$14.1M
FW
19
Fidato Wealth
Ohio
$12.6M
EWA
20
Exencial Wealth Advisors
Oklahoma
$12.2M
Pathstone Holdings
21
Pathstone Holdings
New Jersey
$12.1M
CWM
22
Core Wealth Management
Florida
$11.5M
JTWM
23
Jackson Thornton Wealth Management
Alabama
$11.3M
LI
24
LRI Investments
Florida
$10.9M
Raymond James Financial
25
Raymond James Financial
Florida
$10.8M