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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
OCA
151
Optimus Capital Advisors
Texas
$1.47M -$163K -5,947 -10%
SAI
152
Savvy Advisors Inc
New York
$1.46M +$242K +8,811 +19%
AFA
153
Amicus Financial Advisors
Texas
$1.45M +$535K +19,504 +56%
MFS
154
McNamara Financial Services
Massachusetts
$1.42M +$30.9K +1,127 +2%
AHL
155
Abel Hall LLC
Louisiana
$1.4M +$521 +19 +0%
MW
156
Marrick Wealth
California
$1.38M +$26.7K +973 +2%
GWM
157
Geneos Wealth Management
Colorado
$1.38M +$141K +5,159 +11%
WHCI
158
W.H. Cornerstone Investments
Massachusetts
$1.37M -$122K -4,463 -8%
KAS
159
Kestra Advisory Services
Texas
$1.36M +$149K +5,448 +12%
MSWMA
160
Market Street Wealth Management Advisors
Indiana
$1.35M +$34.7K +1,265 +3%
WAP
161
Wealthcare Advisory Partners
Pennsylvania
$1.28M -$847K -30,889 -39%
SPIA
162
Steward Partners Investment Advisory
New York
$1.26M +$774K +28,225 +146%
D.E. Shaw & Co
163
D.E. Shaw & Co
New York
$1.26M +$564K +20,584 +76%
KW
164
Keyvantage Wealth
Pennsylvania
$1.22M +$72K +2,625 +6%
CAPTRUST Financial Advisors
165
CAPTRUST Financial Advisors
North Carolina
$1.2M -$115K -4,177 -8%
Cerity Partners
166
Cerity Partners
New York
$1.2M +$1.23M +44,981 New
TIAM2
167
Tru Independence Asset Management 2
Oregon
$1.17M +$67K +2,444 +6%
AQR Capital Management
168
AQR Capital Management
Connecticut
$1.15M +$251K +9,155 +27%
IWC
169
Integrated Wealth Concepts
Massachusetts
$1.14M +$37.2K +1,355 +3%
SPI
170
Sutton Place Investors
New York
$1.14M +$290K +10,591 +33%
RLIM
171
Red Lighthouse Investment Management
New York
$1.13M +$196K +7,144 +20%
EWP
172
E-Wealth Partners
Minnesota
$1.13M +$93.5K +3,410 +9%
AFA
173
AA Financial Advisors
Ohio
$1.13M +$1.16M +42,437 New
W
174
WorthPointe
California
$1.13M +$55K +2,005 +5%
HIG
175
Heritage Investment Group
Florida
$1.1M +$131K +4,762 +13%