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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
AC
51
AWM Capital
Arizona
$8.85M +$368K +13,434 +4%
SIC
52
SJS Investment Consulting
Ohio
$8.76M +$871K +31,753 +11%
NRWA
53
North Ridge Wealth Advisors
Oregon
$8.36M +$583K +21,273 +7%
RFG
54
REAP Financial Group
Texas
$8.35M +$950K +34,634 +12%
GLA
55
Great Lakes Advisors
Illinois
$7.31M +$4.09M +149,271 +119%
RA
56
RFG Advisory
Alabama
$7.27M -$262K -9,562 -3%
WA
57
Wealth Architects
California
$7.16M +$291K +10,612 +4%
MAM
58
McLean Asset Management
Virginia
$7.11M +$3.28M +119,724 +81%
GM
59
GeoWealth Management
Illinois
$7.01M +$727K +26,534 +11%
AAP
60
Arax Advisory Partners
Colorado
$6.83M -$13.4M -490,180 -66%
BH
61
Burk Holdings
Oklahoma
$6.76M +$462K +16,867 +7%
PCM
62
Peirce Capital Management
Texas
$6.73M +$38K +1,386 +0.6%
CWA
63
CogentBlue Wealth Advisors
Tennessee
$6.51M
TFG
64
Tilson Financial Group
New Jersey
$6.49M +$530K +19,332 +9%
Wealth Enhancement Advisory Services
65
Wealth Enhancement Advisory Services
Minnesota
$6.36M -$1.3M -47,549 -17%
SFP
66
Sterling Financial Planning
New Jersey
$6.25M +$435K +15,879 +7%
AF
67
Advisornet Financial
Minnesota
$5.73M +$334K +12,179 +6%
HNWA
68
Henrickson Nauta Wealth Advisors
Michigan
$5.69M -$3.56M -129,755 -38%
FPCG
69
Forum Private Client Group
Indiana
$5.62M +$523K +19,084 +10%
PWM
70
Parkshore Wealth Management
California
$5.61M -$2.14M -77,954 -27%
HIA
71
HFM Investment Advisors
New Jersey
$5.46M +$537K +19,585 +11%
GA
72
Greenspring Advisors
Maryland
$5.43M +$441K +16,086 +9%
NDWM
73
New Dimensions Wealth Management
Texas
$5.26M +$112K +4,102 +2%
SRB
74
Shotwell Rutter Baer
Michigan
$5.19M +$265K +9,673 +5%
PWP
75
Parkwoods Wealth Partners
New York
$5.16M +$2.23M +81,368 +72%