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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
VF
76
Vawter Financial
Ohio
$5.1M +$220K +8,022 +4%
RWM
77
Ruedi Wealth Management
Illinois
$5.08M +$479K +17,488 +10%
NCM
78
New Capital Management
Texas
$5.07M +$1.15M +42,099 +28%
LG
79
LAM Group
Oregon
$5M -$393K -14,350 -7%
AG
80
AlTi Global
New York
$4.78M
IAS
81
Integrity Advisory Solutions
Texas
$4.75M +$529K +19,312 +12%
CWD
82
Clarity Wealth Development
Oregon
$4.74M +$192K +7,014 +4%
JWM
83
JDH Wealth Management
California
$4.7M +$235K +8,583 +5%
VBA
84
von Borstel & Associates
Oregon
$4.69M +$147K +5,368 +3%
BRIA
85
Balanced Rock Investment Advisors
Massachusetts
$4.67M +$125K +4,574 +3%
Financial Engines Advisors
86
Financial Engines Advisors
California
$4.58M -$2.48M -90,407 -34%
SWM
87
Spire Wealth Management
Virginia
$4.55M +$536K +19,544 +13%
EWA
88
EP Wealth Advisors
California
$4.51M -$1.05M -38,329 -18%
CCM
89
Colorado Capital Management
Colorado
$4.42M +$338K +12,338 +8%
Pathstone Holdings
90
Pathstone Holdings
New Jersey
$4.4M -$57.1K -2,081 -1%
FFA
91
Farther Finance Advisors
California
$4.39M +$284K +10,373 +7%
EWA
92
EverSource Wealth Advisors
Alabama
$4.33M -$654K -23,867 -13%
JP Morgan Chase
93
JP Morgan Chase
New York
$4.23M +$12.6K +458 +0.3%
CTWM
94
Cherry Tree Wealth Management
Minnesota
$4.18M +$189K +6,901 +5%
CHA
95
Cooper/Haims Advisors
New York
$4.06M +$165K +6,033 +4%
VPWA
96
Vestia Personal Wealth Advisors
Indiana
$3.97M +$708K +25,837 +21%
Osaic Holdings
97
Osaic Holdings
Arizona
$3.91M -$183K -6,685 -4%
IA
98
Integrity Alliance
Iowa
$3.89M +$193K +7,049 +5%
Betterment LLC
99
Betterment LLC
New York
$3.83M +$94.2K +3,434 +2%
PWS
100
Physician Wealth Solutions
Nevada
$3.7M +$1.03M +37,744 +37%