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Dimensional Global Real Estate ETF

316 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, 204 increasing their positions, 65 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

214% more repeat investments, than reductions

Existing positions increased: 204 | 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: 82.78%83.54% (+0.76%)

1% more funds holding

Funds holding: 314316 (+2)

9% less funds holding in top 10

Funds holding in top 10: 3229 (-3)

Holders
316
Holders Change
+2
Holders Change %
+0.64%
% of All Funds
3.89%
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
204
Reduced
65
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GVAG
226
Great Valley Advisor Group
Delaware
$504K +$44.3K +1,616 +9%
FWMP
227
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$466K -$175K -6,365 -27%
FOA
228
Five Oceans Advisors
California
$454K -$2.19K -80 -0.5%
EP
229
Essential Planning
New Hampshire
$442K +$87.7K +3,200 +24%
NWM
230
Navigate Wealth Management
Alabama
$425K +$409K +14,909 New
Morgan Stanley
231
Morgan Stanley
New York
$422K -$60.5K -2,208 -12%
Citigroup
232
Citigroup
New York
$421K +$138K +5,034 +47%
NL
233
NWAM LLC
Washington
$389K -$61.9K -2,256 -13%
TWCA
234
Two West Capital Advisors
Kansas
$380K +$5.24K +191 +1%
S
235
SignatureFD
Georgia
$368K +$340K +12,386 +855%
MA
236
McGrath & Associates
North Carolina
$368K -$155K -5,662 -29%
Cetera Investment Advisers
237
Cetera Investment Advisers
Illinois
$365K -$12K -436 -3%
IA
238
IFP Advisors
Florida
$360K +$24.1K +879 +7%
HKIMG
239
Hutchens & Kramer Investment Management Group
Indiana
$354K -$3.21K -117 -0.9%
MWA
240
Mills Wealth Advisors
Texas
$353K +$364K +13,290 New
USCWA
241
U.S. Capital Wealth Advisors
Texas
$347K -$13K -473 -4%
SC
242
SouthState Corp
Florida
$345K -$2.14K -78 -0.6%
AssetMark Inc
243
AssetMark Inc
California
$337K -$5.95K -217 -2%
ARA
244
Approach Retirement Advisors
Alabama
$336K +$3.07K +112 +0.9%
KWM
245
KFG Wealth Management
Indiana
$335K -$1.3M -47,320 -79%
TWP
246
Triad Wealth Partners
Kansas
$333K +$42.9K +1,564 +14%
WETS
247
Wealth Enhancement Trust Services
South Dakota
$332K +$178K +6,493 +108%
BJB
248
Broadhurst Jeffrey B
$328K +$31.2K +1,139 +10%
IAG
249
Investmark Advisory Group
Connecticut
$325K +$5.37K +196 +2%
NB
250
Nicolet Bankshares
Wisconsin
$319K +$329K +12,000 New