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Dimensional Global Real Estate ETF

316 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, 204 increasing their positions, 65 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

214% more repeat investments, than reductions

Existing positions increased: 204 | 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: 82.78%83.54% (+0.76%)

1% more funds holding

Funds holding: 314316 (+2)

9% less funds holding in top 10

Funds holding in top 10: 3229 (-3)

Holders
316
Holders Change
+2
Holders Change %
+0.64%
% of All Funds
3.89%
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
204
Reduced
65
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RW
151
Ridgeline Wealth
Arizona
$1.47M +$82.4K +3,005 +6%
OCA
152
Optimus Capital Advisors
Texas
$1.47M -$163K -5,947 -10%
SAI
153
Savvy Advisors Inc
New York
$1.46M +$242K +8,811 +19%
AFA
154
Amicus Financial Advisors
Texas
$1.45M +$535K +19,504 +56%
MFS
155
McNamara Financial Services
Massachusetts
$1.42M +$30.9K +1,127 +2%
AHL
156
Abel Hall LLC
Louisiana
$1.4M +$521 +19 +0%
MW
157
Marrick Wealth
California
$1.38M +$26.7K +973 +2%
GWM
158
Geneos Wealth Management
Colorado
$1.38M +$141K +5,159 +11%
WHCI
159
W.H. Cornerstone Investments
Massachusetts
$1.37M -$122K -4,463 -8%
KAS
160
Kestra Advisory Services
Texas
$1.36M +$149K +5,448 +12%
MSWMA
161
Market Street Wealth Management Advisors
Indiana
$1.35M +$34.7K +1,265 +3%
WAP
162
Wealthcare Advisory Partners
Pennsylvania
$1.28M -$847K -30,889 -39%
SPIA
163
Steward Partners Investment Advisory
New York
$1.26M +$774K +28,225 +146%
D.E. Shaw & Co
164
D.E. Shaw & Co
New York
$1.26M +$564K +20,584 +76%
KW
165
Keyvantage Wealth
Pennsylvania
$1.22M +$72K +2,625 +6%
CAPTRUST Financial Advisors
166
CAPTRUST Financial Advisors
North Carolina
$1.2M -$115K -4,177 -8%
Cerity Partners
167
Cerity Partners
New York
$1.2M +$1.23M +44,981 New
TIAM2
168
Tru Independence Asset Management 2
Oregon
$1.17M +$67K +2,444 +6%
AQR Capital Management
169
AQR Capital Management
Connecticut
$1.15M +$251K +9,155 +27%
IWC
170
Integrated Wealth Concepts
Massachusetts
$1.14M +$37.2K +1,355 +3%
SPI
171
Sutton Place Investors
New York
$1.14M +$290K +10,591 +33%
RLIM
172
Red Lighthouse Investment Management
New York
$1.13M +$196K +7,144 +20%
EWP
173
E-Wealth Partners
Minnesota
$1.13M +$93.5K +3,410 +9%
AFA
174
AA Financial Advisors
Ohio
$1.13M +$1.16M +42,437 New
W
175
WorthPointe
California
$1.13M +$55K +2,005 +5%