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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
FFM
1
Forum Financial Management
Illinois
$466M
SC
2
Savant Capital
Illinois
$339M
JFG
3
JMG Financial Group
Illinois
$169M
Focus Partners Wealth
4
Focus Partners Wealth
Massachusetts
$108M
BJL
5
Brighton Jones LLC
Washington
$74.4M
TWA
6
TCI Wealth Advisors
Arizona
$74M
WANY
7
Wealthspire Advisors (New York)
New York
$73.2M
LFA
8
LifeGuide Financial Advisors
Pennsylvania
$66.7M
DPW
9
DiNuzzo Private Wealth
Pennsylvania
$48.9M
FPAS
10
Focus Partners Advisor Solutions
Missouri
$47M
MPW
11
MASECO Private Wealth
$41.3M
LPL Financial
12
LPL Financial
California
$32.4M
RK
13
Rather & Kittrell
Tennessee
$29.5M
SFS
14
Summit Financial Strategies
Ohio
$28.2M
RWM
15
Rockwood Wealth Management
Pennsylvania
$26.8M
W
16
WPWealth
Texas
$25.6M
FPI
17
Financial Plan Inc
Washington
$24.7M
WFAG
18
Wescott Financial Advisory Group
Pennsylvania
$24.1M
GWMT
19
Guardian Wealth Management (Tennessee)
Tennessee
$24.1M
CCMI
20
Creative Capital Management Investments
California
$23.9M
GWWM
21
Great Waters Wealth Management
Minnesota
$23.6M
IFA
22
Index Fund Advisors
California
$23.4M
VP
23
Verisail Partners
Georgia
$22.9M
OIA
24
OneDigital Investment Advisors
Kansas
$21.8M
BPA
25
Beacon Pointe Advisors
California
$21.6M