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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
BCM
251
Brookstone Capital Management
Illinois
$317K +$327K +11,915 New
DFP
252
Donalies Financial Planning
District of Columbia
$314K +$7.07K +258 +2%
SW
253
Simplicity Wealth
New Jersey
$311K +$18.5K +674 +6%
C1AG
254
Client 1st Advisory Group
Florida
$311K -$56.3K -2,053 -15%
DWM
255
Dopkins Wealth Management
New York
$308K -$49.7K -1,811 -14%
I
256
INVST
Indiana
$305K +$17K +621 +6%
WPC
257
Wedmont Private Capital
Pennsylvania
$298K +$42.8K +1,562 +17%
SF
258
Summit Financial
New Jersey
$296K -$25K -913 -8%
RCAG
259
Rehmann Capital Advisory Group
Michigan
$288K -$3.1K -113 -1%
HF
260
HRT Financial
New York
$286K +$295K +10,766 New
SIMC
261
Squire Investment Management Company
Utah
$284K +$1.62K +59 +0.6%
VFP
262
Vested Financial Planning
California
$274K +$26.7K +975 +10%
SFS
263
Security Financial Services
Indiana
$274K +$30K +1,095 +12%
VFP
264
Vilga Financial Planning
New Jersey
$259K
LMFP
265
Larry Mathis Financial Planning
Arizona
$251K +$259K +9,429 New
SWM
266
Selective Wealth Management
Virginia
$245K +$237K +8,636 New
CPA
267
Capital Performance Advisors
California
$236K
FCP
268
Fidelis Capital Partners
Florida
$226K +$233K +8,500 New
IA
269
IFG Advisors
Missouri
$221K +$27 +1 +0%
CW
270
CreativeOne Wealth
Kansas
$219K +$226K +8,253 New
HWA
271
HMV Wealth Advisors
Louisiana
$215K +$6.17K +225 +3%
PFS
272
Professional Financial Solutions
Virginia
$211K
CWA
273
Canvas Wealth Advisors
Kansas
$208K +$215K +7,841 New
EAN
274
Excelsior Advisor Network
Colorado
$206K +$212K +7,734 New
GJIA
275
Glass Jacobson Investment Advisors
Maryland
$198K -$21.1K -768 -9%