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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
RFP
176
Root Financial Partners
California
$1.08M +$295K +10,743 +36%
MSWM
177
Master's Wealth Management
Pennsylvania
$1.08M -$198K -7,206 -15%
QHA
178
Quarry Hill Advisors
Minnesota
$1.07M -$103K -3,741 -9%
BHWM
179
Bay Harbor Wealth Management
Maryland
$1.05M +$155K +5,639 +17%
Stifel Financial
180
Stifel Financial
Missouri
$1.03M -$77.1K -2,811 -7%
MFG
181
Merit Financial Group
Georgia
$1.02M +$1.06M +38,514 New
PCP
182
Proficio Capital Partners
Massachusetts
$1.02M -$41.7K -1,520 -4%
BAMG
183
Brand Asset Management Group
Missouri
$997K +$818K +29,853 +390%
MWM
184
Modera Wealth Management
New Jersey
$993K -$18.8K -684 -2%
CPWM
185
Cypress Point Wealth Management
Texas
$950K -$245K -8,938 -20%
CWM
186
Core Wealth Management
Florida
$934K +$195K +7,103 +25%
BTI
187
Blue Trust Inc
Georgia
$913K +$18K +655 +2%
Cambridge Investment Research Advisors
188
Cambridge Investment Research Advisors
Iowa
$890K +$125K +4,558 +16%
AWA
189
Acorn Wealth Advisors
Michigan
$886K +$191K +6,965 +26%
MWM
190
Mission Wealth Management
California
$873K +$157K +5,714 +21%
EFN
191
Equita Financial Network
Pennsylvania
$837K +$1.12K +41 +0.1%
CPW
192
Cogent Private Wealth
Florida
$795K +$44.7K +1,631 +6%
VT
193
Vise Technologies
New York
$788K
APG
194
Abacus Planning Group
South Carolina
$779K +$305K +11,108 +61%
SAW
195
Signal Advisors Wealth
Michigan
$754K +$28.4K +1,035 +4%
HCM
196
Hutchinson Capital Management
California
$751K +$105K +3,814 +16%
Mariner
197
Mariner
Kansas
$742K -$80.5K -2,936 -10%
KCM
198
KM Capital Management
Texas
$735K -$113K -4,124 -14%
BP
199
BWM Planning
Texas
$732K -$689K -25,137 -48%
VF
200
Virtu Financial
New York
$723K +$746K +27,213 New