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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
Raymond James Financial
126
Raymond James Financial
Florida
$2.26M +$522K +19,023 +29%
AFA
127
Avant Financial Advisors
Texas
$2.26M +$33.6K +1,224 +1%
BCI
128
Brinker Capital Investments
Pennsylvania
$2.24M +$27.9K +1,018 +1%
MFC
129
Morris Financial Concepts
South Carolina
$2.15M +$376K +13,727 +20%
NA
130
NewEdge Advisors
Louisiana
$2.08M -$300K -10,954 -12%
PAG
131
Poinciana Advisors Group
Florida
$2.06M +$82.5K +3,009 +4%
PCA
132
Prosperity Capital Advisors
Ohio
$1.97M +$243K +8,856 +14%
VWA
133
Vistica Wealth Advisors
California
$1.9M -$643K -23,444 -25%
HIGP
134
Hill Investment Group Partners
Missouri
$1.9M -$444K -16,204 -19%
MWM
135
Meritas Wealth Management
California
$1.88M +$235K +8,581 +14%
Creative Planning
136
Creative Planning
Kansas
$1.87M +$82.2K +2,999 +4%
SHFA
137
SC&H Financial Advisors
Maryland
$1.79M +$56.2K +2,050 +3%
FCAS
138
First Command Advisory Services
Texas
$1.78M +$1.45M +52,735 +372%
SF
139
SageOak Financial
Oklahoma
$1.77M +$44.4K +1,619 +2%
BTWM
140
Baker Tilly Wealth Management
Wisconsin
$1.71M +$270K +9,848 +18%
WUW
141
Wheels Up Wealth
California
$1.68M -$90K -3,281 -5%
UBS AM
142
UBS AM
Illinois
$1.66M +$1.71M +62,418 New
CFG
143
CSP Financial Group
Arizona
$1.61M +$1.66M +60,428 New
SMWM
144
Silvia McColl Wealth Management
California
$1.61M +$55.3K +2,018 +3%
PAS
145
Park Avenue Securities
New York
$1.59M +$288K +10,522 +21%
TAWM
146
Three Arch Wealth Management
California
$1.58M -$94.2K -3,434 -5%
TA
147
Tactive Advisors
Florida
$1.57M +$43.6K +1,589 +3%
VPF
148
Vantage Point Financial
Illinois
$1.54M +$127K +4,630 +9%
CWP
149
Cyndeo Wealth Partners
Florida
$1.47M +$112K +4,091 +8%
RW
150
Ridgeline Wealth
Arizona
$1.47M +$82.4K +3,005 +6%