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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
HIG
176
Heritage Investment Group
Florida
$1.1M +$131K +4,762 +13%
RFP
177
Root Financial Partners
California
$1.08M +$295K +10,743 +36%
MSWM
178
Master's Wealth Management
Pennsylvania
$1.08M -$198K -7,206 -15%
QHA
179
Quarry Hill Advisors
Minnesota
$1.07M -$103K -3,741 -9%
BHWM
180
Bay Harbor Wealth Management
Maryland
$1.05M +$155K +5,639 +17%
Stifel Financial
181
Stifel Financial
Missouri
$1.03M -$77.1K -2,811 -7%
MFG
182
Merit Financial Group
Georgia
$1.02M +$1.06M +38,514 New
PCP
183
Proficio Capital Partners
Massachusetts
$1.02M -$41.7K -1,520 -4%
BAMG
184
Brand Asset Management Group
Missouri
$997K +$818K +29,853 +390%
MWM
185
Modera Wealth Management
New Jersey
$993K -$18.8K -684 -2%
CPWM
186
Cypress Point Wealth Management
Texas
$950K -$245K -8,938 -20%
CWM
187
Core Wealth Management
Florida
$934K +$195K +7,103 +25%
BTI
188
Blue Trust Inc
Georgia
$913K +$18K +655 +2%
Cambridge Investment Research Advisors
189
Cambridge Investment Research Advisors
Iowa
$890K +$125K +4,558 +16%
AWA
190
Acorn Wealth Advisors
Michigan
$886K +$191K +6,965 +26%
MWM
191
Mission Wealth Management
California
$873K +$157K +5,714 +21%
EFN
192
Equita Financial Network
Pennsylvania
$837K +$1.12K +41 +0.1%
CPW
193
Cogent Private Wealth
Florida
$795K +$44.7K +1,631 +6%
VT
194
Vise Technologies
New York
$788K
APG
195
Abacus Planning Group
South Carolina
$779K +$305K +11,108 +61%
SAW
196
Signal Advisors Wealth
Michigan
$754K +$28.4K +1,035 +4%
HCM
197
Hutchinson Capital Management
California
$751K +$105K +3,814 +16%
Mariner
198
Mariner
Kansas
$742K -$80.5K -2,936 -10%
KCM
199
KM Capital Management
Texas
$735K -$113K -4,124 -14%
BP
200
BWM Planning
Texas
$732K -$689K -25,137 -48%