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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
LI
101
LRI Investments
Florida
$3.4M -$58.5K -2,132 -2%
NWM
102
Northwest Wealth Management
Iowa
$3.3M +$698K +25,443 +26%
KF
103
Krilogy Financial
Missouri
$3.27M -$80.7K -2,944 -3%
Mercer Global Advisors
104
Mercer Global Advisors
Colorado
$3.18M +$176K +6,431 +6%
CA
105
Claris Advisors
Missouri
$3.17M +$584K +21,286 +22%
MFWP
106
Mosaic Family Wealth Partners
Missouri
$3.12M -$299K -10,904 -8%
MWM
107
Mattern Wealth Management
Kansas
$3.05M +$156K +5,678 +5%
CSW
108
Cogent Strategic Wealth
Illinois
$3.03M +$54.8K +1,999 +2%
BEW
109
Burton Enright Welch
California
$2.95M -$10.8K -393 -0.4%
WAN
110
Wealth Advisors Northwest
Oregon
$2.93M +$240K +8,740 +9%
CPIG
111
Chicago Partners Investment Group
Illinois
$2.91M +$14.7K +536 +0.5%
SIM
112
Stratos Investment Management
Ohio
$2.87M +$152K +5,531 +5%
LAMC
113
Longview Asset Management (California)
California
$2.87M +$180K +6,562 +6%
YWM
114
Yardley Wealth Management
Pennsylvania
$2.87M +$299K +10,918 +11%
MML Investors Services
115
MML Investors Services
Massachusetts
$2.78M +$320K +11,688 +13%
PWIA
116
Porter White Investment Advisors
Alabama
$2.74M +$795 +29 +0%
KAM
117
KEB Asset Management
Illinois
$2.7M +$343K +12,506 +14%
SRC
118
Sage Rhino Capital
California
$2.66M +$423K +15,416 +18%
SWM
119
Sterling Wealth Management
Illinois
$2.64M +$115K +4,191 +4%
FF
120
Foundry Financial
California
$2.39M +$432K +15,766 +21%
AWMM
121
Aegis Wealth Management (Maryland)
Maryland
$2.33M -$143K -5,217 -6%
FIA
122
Foundations Investment Advisors
Arizona
$2.31M +$321K +11,719 +16%
DADC
123
D.A. Davidson & Co
Montana
$2.29M +$55.8K +2,037 +2%
SWA
124
Sterling Wealth Advisors
Florida
$2.29M +$2.28K +83 +0.1%
SCA
125
Sensenig Capital Advisors
Pennsylvania
$2.27M +$74.6K +2,721 +3%