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Dimensional Global Real Estate ETF

315 hedge funds and large institutions have $2.67B invested in Dimensional Global Real Estate ETF in 2026 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 203 increasing their positions, 65 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

212% more repeat investments, than reductions

Existing positions increased: 203 | Existing positions reduced: 65

82% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 17

9% more capital invested

Capital invested by funds: $2.46B → $2.67B (+$209M)

0.76% more ownership

Funds ownership: 82.74%83.49% (+0.76%)

1% more funds holding

Funds holding: 313315 (+2)

9% less funds holding in top 10

Funds holding in top 10: 3229 (-3)

Holders
315
Holders Change
+2
Holders Change %
+0.64%
% of All Funds
3.88%
Holding in Top 10
29
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-9.38%
% of All Funds
0.36%
New
31
Increased
203
Reduced
65
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FWMP
226
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$466K -$175K -6,365 -27%
FOA
227
Five Oceans Advisors
California
$454K -$2.19K -80 -0.5%
EP
228
Essential Planning
New Hampshire
$442K +$87.7K +3,200 +24%
NWM
229
Navigate Wealth Management
Alabama
$425K +$409K +14,909 New
Morgan Stanley
230
Morgan Stanley
New York
$422K -$60.5K -2,208 -12%
Citigroup
231
Citigroup
New York
$421K +$138K +5,034 +47%
NL
232
NWAM LLC
Washington
$389K -$61.9K -2,256 -13%
TWCA
233
Two West Capital Advisors
Kansas
$380K +$5.24K +191 +1%
S
234
SignatureFD
Georgia
$368K +$340K +12,386 +855%
MA
235
McGrath & Associates
North Carolina
$368K -$155K -5,662 -29%
Cetera Investment Advisers
236
Cetera Investment Advisers
Illinois
$365K -$12K -436 -3%
IA
237
IFP Advisors
Florida
$360K +$24.1K +879 +7%
HKIMG
238
Hutchens & Kramer Investment Management Group
Indiana
$354K -$3.21K -117 -0.9%
MWA
239
Mills Wealth Advisors
Texas
$353K +$364K +13,290 New
USCWA
240
U.S. Capital Wealth Advisors
Texas
$347K -$13K -473 -4%
SC
241
SouthState Corp
Florida
$345K -$2.14K -78 -0.6%
AssetMark Inc
242
AssetMark Inc
California
$337K -$5.95K -217 -2%
ARA
243
Approach Retirement Advisors
Alabama
$336K +$3.07K +112 +0.9%
KWM
244
KFG Wealth Management
Indiana
$335K -$1.3M -47,320 -79%
TWP
245
Triad Wealth Partners
Kansas
$333K +$42.9K +1,564 +14%
WETS
246
Wealth Enhancement Trust Services
South Dakota
$332K +$178K +6,493 +108%
BJB
247
Broadhurst Jeffrey B
$328K +$31.2K +1,139 +10%
IAG
248
Investmark Advisory Group
Connecticut
$325K +$5.37K +196 +2%
NB
249
Nicolet Bankshares
Wisconsin
$319K +$329K +12,000 New
CL
250
Choreo LLC
Illinois
$318K +$328K +11,947 New