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Dimensional Global Real Estate ETF

313 hedge funds and large institutions have $2.66B invested in Dimensional Global Real Estate ETF in 2026 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 202 increasing their positions, 64 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
313
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
29
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FWP
201
Firethorn Wealth Partners
Georgia
$669K
SC
202
Shearwater Capital
Colorado
$660K
MGW
203
MB Generational Wealth
Washington
$658K
AWP
204
Abacus Wealth Partners
California
$653K
UBS Group
205
UBS Group
Switzerland
$644K
FG
206
Foster Group
Iowa
$641K
SAM
207
Smartleaf Asset Management
Massachusetts
$625K
LEFP
208
Leading Edge Financial Planning
Tennessee
$622K
KCWM
209
Kane Co Wealth Management
Iowa
$618K
CFO
210
Collective Family Office
Pennsylvania
$594K
FPF
211
First Pacific Financial
Washington
$591K
TFA
212
TandemGrowth Financial Advisors
Georgia
$590K
HA
213
Heffernan Advisory
Arizona
$583K
SWM
214
Seaside Wealth Management
California
$574K
CWMA
215
Capstone Wealth Management (Alabama)
Alabama
$573K
EH
216
Equitable Holdings
New York
$569K
OP
217
Oath Planning
Oklahoma
$563K
DWA
218
Delap Wealth Advisory
Oregon
$558K
Truist Financial
219
Truist Financial
North Carolina
$542K
JTWM
220
Jackson Thornton Wealth Management
Alabama
$541K
LOPW
221
Live Oak Private Wealth
North Carolina
$512K
GVAG
222
Great Valley Advisor Group
Delaware
$504K
FWMP
223
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$466K
FOA
224
Five Oceans Advisors
California
$454K
EP
225
Essential Planning
New Hampshire
$442K