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Dimensional Global Real Estate ETF

313 hedge funds and large institutions have $2.66B invested in Dimensional Global Real Estate ETF in 2026 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 202 increasing their positions, 64 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
313
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
29
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LI
101
LRI Investments
Florida
$3.4M
NWM
102
Northwest Wealth Management
Iowa
$3.3M
KF
103
Krilogy Financial
Missouri
$3.27M
Mercer Global Advisors
104
Mercer Global Advisors
Colorado
$3.18M
CA
105
Claris Advisors
Missouri
$3.17M
MFWP
106
Mosaic Family Wealth Partners
Missouri
$3.12M
MWM
107
Mattern Wealth Management
Kansas
$3.05M
CSW
108
Cogent Strategic Wealth
Illinois
$3.03M
BEW
109
Burton Enright Welch
California
$2.95M
WAN
110
Wealth Advisors Northwest
Oregon
$2.93M
CPIG
111
Chicago Partners Investment Group
Illinois
$2.91M
SIM
112
Stratos Investment Management
Ohio
$2.87M
LAMC
113
Longview Asset Management (California)
California
$2.87M
YWM
114
Yardley Wealth Management
Pennsylvania
$2.87M
MML Investors Services
115
MML Investors Services
Massachusetts
$2.78M
PWIA
116
Porter White Investment Advisors
Alabama
$2.74M
KAM
117
KEB Asset Management
Illinois
$2.7M
SRC
118
Sage Rhino Capital
California
$2.66M
SWM
119
Sterling Wealth Management
Illinois
$2.64M
FF
120
Foundry Financial
California
$2.39M
AWMM
121
Aegis Wealth Management (Maryland)
Maryland
$2.33M
FIA
122
Foundations Investment Advisors
Arizona
$2.31M
DADC
123
D.A. Davidson & Co
Montana
$2.29M
SWA
124
Sterling Wealth Advisors
Florida
$2.29M
SCA
125
Sensenig Capital Advisors
Pennsylvania
$2.27M