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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
DWM
201
Diversify Wealth Management
Utah
$721K +$92.5K +3,375 +15%
AFC
202
Ares Financial Consulting
California
$692K +$195K +7,126 +38%
PAG
203
Private Advisor Group
New Jersey
$681K +$9.95K +363 +1%
FWP
204
Firethorn Wealth Partners
Georgia
$669K -$10.6K -385 -2%
SC
205
Shearwater Capital
Colorado
$660K +$35K +1,277 +5%
MGW
206
MB Generational Wealth
Washington
$658K +$11.1K +406 +2%
AWP
207
Abacus Wealth Partners
California
$653K -$74.7K -2,724 -10%
UBS Group
208
UBS Group
Switzerland
$644K +$656K +23,939 +8,489%
FG
209
Foster Group
Iowa
$641K +$101K +3,683 +18%
SAM
210
Smartleaf Asset Management
Massachusetts
$625K -$10.2K -372 -2%
LEFP
211
Leading Edge Financial Planning
Tennessee
$622K +$182K +6,629 +40%
KCWM
212
Kane Co Wealth Management
Iowa
$618K +$65.1K +2,376 +11%
CFO
213
Collective Family Office
Pennsylvania
$594K +$6.53K +238 +1%
FPF
214
First Pacific Financial
Washington
$591K +$97.8K +3,568 +19%
TFA
215
TandemGrowth Financial Advisors
Georgia
$590K +$75.2K +2,744 +14%
HA
216
Heffernan Advisory
Arizona
$583K +$49.7K +1,814 +9%
SWM
217
Seaside Wealth Management
California
$574K +$356 +13 +0.1%
CWMA
218
Capstone Wealth Management (Alabama)
Alabama
$573K +$79.1K +2,885 +15%
EH
219
Equitable Holdings
New York
$569K +$4.08K +149 +0.7%
OP
220
Oath Planning
Oklahoma
$563K +$52.1K +1,899 +10%
DWA
221
Delap Wealth Advisory
Oregon
$558K -$1.07K -39 -0.2%
Truist Financial
222
Truist Financial
North Carolina
$542K -$91.9K -3,353 -14%
JTWM
223
Jackson Thornton Wealth Management
Alabama
$541K +$219 +8 +0%
LOPW
224
Live Oak Private Wealth
North Carolina
$512K +$136K +4,975 +35%
GVAG
225
Great Valley Advisor Group
Delaware
$504K +$44.3K +1,616 +9%