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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
VF
201
Virtu Financial
New York
$723K +$746K +27,213 New
DWM
202
Diversify Wealth Management
Utah
$721K +$92.5K +3,375 +15%
AFC
203
Ares Financial Consulting
California
$692K +$195K +7,126 +38%
PAG
204
Private Advisor Group
New Jersey
$681K +$9.95K +363 +1%
FWP
205
Firethorn Wealth Partners
Georgia
$669K -$10.6K -385 -2%
SC
206
Shearwater Capital
Colorado
$660K +$35K +1,277 +5%
MGW
207
MB Generational Wealth
Washington
$658K +$11.1K +406 +2%
AWP
208
Abacus Wealth Partners
California
$653K -$74.7K -2,724 -10%
UBS Group
209
UBS Group
Switzerland
$644K +$656K +23,939 +8,489%
FG
210
Foster Group
Iowa
$641K +$101K +3,683 +18%
SAM
211
Smartleaf Asset Management
Massachusetts
$625K -$10.2K -372 -2%
LEFP
212
Leading Edge Financial Planning
Tennessee
$622K +$182K +6,629 +40%
KCWM
213
Kane Co Wealth Management
Iowa
$618K +$65.1K +2,376 +11%
CFO
214
Collective Family Office
Pennsylvania
$594K +$6.53K +238 +1%
FPF
215
First Pacific Financial
Washington
$591K +$97.8K +3,568 +19%
TFA
216
TandemGrowth Financial Advisors
Georgia
$590K +$75.2K +2,744 +14%
HA
217
Heffernan Advisory
Arizona
$583K +$49.7K +1,814 +9%
SWM
218
Seaside Wealth Management
California
$574K +$356 +13 +0.1%
CWMA
219
Capstone Wealth Management (Alabama)
Alabama
$573K +$79.1K +2,885 +15%
EH
220
Equitable Holdings
New York
$569K +$4.08K +149 +0.7%
OP
221
Oath Planning
Oklahoma
$563K +$52.1K +1,899 +10%
DWA
222
Delap Wealth Advisory
Oregon
$558K -$1.07K -39 -0.2%
Truist Financial
223
Truist Financial
North Carolina
$542K -$91.9K -3,353 -14%
JTWM
224
Jackson Thornton Wealth Management
Alabama
$541K +$219 +8 +0%
LOPW
225
Live Oak Private Wealth
North Carolina
$512K +$136K +4,975 +35%