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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
WTA
276
Washington Trust Advisors
Massachusetts
$168K +$18.2K +663 +12%
KFAS
277
Keating Financial Advisory Services
Kansas
$157K +$86.4K +3,150 +114%
ATPW
278
Ashton Thomas Private Wealth
Arizona
$128K +$132K +4,804 New
EWA
279
Elevate Wealth Advisory
Georgia
$126K +$122K +4,448 +1,488%
3FI
280
3 Factor Indexing
California
$124K +$128K +4,662 New
Wells Fargo
281
Wells Fargo
California
$108K -$3.29K -120 -3%
ASN
282
Advisory Services Network
Georgia
$102K +$105K +3,819 New
RIAS
283
Rachor Investment Advisory Services
Michigan
$91.8K +$94.7K +3,454 New
PTC
284
Private Trust Company
Ohio
$84.9K
National Bank of Canada
285
National Bank of Canada
Quebec, Canada
$73.7K
AWM
286
Angeles Wealth Management
California
$71.7K +$74K +2,699 New
RFA
287
Reyes Financial Architecture
California
$65.4K +$67.5K +2,462 New
AWM
288
AE Wealth Management
Kansas
$65.4K +$5.54K +202 +9%
Fidelity Investments
289
Fidelity Investments
Massachusetts
$52.7K +$21K +766 +63%
RPA
290
Redwood Park Advisors
California
$50.3K +$110 +4 +0.2%
Fifth Third Bancorp
291
Fifth Third Bancorp
Ohio
$37.8K -$9.05K -330 -19%
MEG
292
Millstone Evans Group
Colorado
$36.9K +$55 +2 +0.1%
CB
293
CNB Bank
Pennsylvania
$31.9K
CT
294
Colonial Trust
South Carolina
$30.5K +$5.4K +197 +21%
HWA
295
HHM Wealth Advisors
Tennessee
$24.9K
AT
296
Arlington Trust
Alabama
$24.1K +$24.9K +908 New
TWM
297
Topsail Wealth Management
North Carolina
$24.1K +$24.9K +908 New
BCM
298
Blume Capital Management
California
$24.1K
Royal Bank of Canada
299
Royal Bank of Canada
Ontario, Canada
$24K +$10.8K +395 +79%
MFT
300
Moisand Fitzgerald Tamayo
Florida
$22.2K