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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
CL
251
Choreo LLC
Illinois
$318K +$328K +11,947 New
BCM
252
Brookstone Capital Management
Illinois
$317K +$327K +11,915 New
DFP
253
Donalies Financial Planning
District of Columbia
$314K +$7.07K +258 +2%
SW
254
Simplicity Wealth
New Jersey
$311K +$18.5K +674 +6%
C1AG
255
Client 1st Advisory Group
Florida
$311K -$56.3K -2,053 -15%
DWM
256
Dopkins Wealth Management
New York
$308K -$49.7K -1,811 -14%
I
257
INVST
Indiana
$305K +$17K +621 +6%
WPC
258
Wedmont Private Capital
Pennsylvania
$298K +$42.8K +1,562 +17%
SF
259
Summit Financial
New Jersey
$296K -$25K -913 -8%
RCAG
260
Rehmann Capital Advisory Group
Michigan
$288K -$3.1K -113 -1%
HF
261
HRT Financial
New York
$286K +$295K +10,766 New
SIMC
262
Squire Investment Management Company
Utah
$284K +$1.62K +59 +0.6%
VFP
263
Vested Financial Planning
California
$274K +$26.7K +975 +10%
SFS
264
Security Financial Services
Indiana
$274K +$30K +1,095 +12%
VFP
265
Vilga Financial Planning
New Jersey
$259K
LMFP
266
Larry Mathis Financial Planning
Arizona
$251K +$259K +9,429 New
SWM
267
Selective Wealth Management
Virginia
$245K +$237K +8,636 New
CPA
268
Capital Performance Advisors
California
$236K
FCP
269
Fidelis Capital Partners
Florida
$226K +$233K +8,500 New
IA
270
IFG Advisors
Missouri
$221K +$27 +1 +0%
CW
271
CreativeOne Wealth
Kansas
$219K +$226K +8,253 New
HWA
272
HMV Wealth Advisors
Louisiana
$215K +$6.17K +225 +3%
PFS
273
Professional Financial Solutions
Virginia
$211K
CWA
274
Canvas Wealth Advisors
Kansas
$208K +$215K +7,841 New
EAN
275
Excelsior Advisor Network
Colorado
$206K +$212K +7,734 New