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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
FFM
1
Forum Financial Management
Illinois
$466M +$24.2M +882,960 +5%
SC
2
Savant Capital
Illinois
$339M +$63.3M +2,309,628 +22%
JFG
3
JMG Financial Group
Illinois
$169M +$17.6M +642,453 +11%
Focus Partners Wealth
4
Focus Partners Wealth
Massachusetts
$108M +$1.89M +68,769 +2%
BJL
5
Brighton Jones LLC
Washington
$74.4M +$5.13M +187,016 +7%
TWA
6
TCI Wealth Advisors
Arizona
$74M +$3.57M +130,168 +5%
WANY
7
Wealthspire Advisors (New York)
New York
$73.2M +$344K +12,562 +0.5%
LFA
8
LifeGuide Financial Advisors
Pennsylvania
$66.7M +$2.66M +96,914 +4%
DPW
9
DiNuzzo Private Wealth
Pennsylvania
$48.9M +$647K +23,588 +1%
FPAS
10
Focus Partners Advisor Solutions
Missouri
$47M +$46.8M +1,708,715 +2,499%
MPW
11
MASECO Private Wealth
$41.3M +$2.32M +84,700 +6%
LPL Financial
12
LPL Financial
California
$32.4M +$1.41M +51,455 +4%
RK
13
Rather & Kittrell
Tennessee
$29.5M +$2.2M +80,183 +8%
SFS
14
Summit Financial Strategies
Ohio
$28.2M +$2.87M +104,670 +11%
RWM
15
Rockwood Wealth Management
Pennsylvania
$26.8M +$2.89M +105,290 +12%
W
16
WPWealth
Texas
$25.6M +$872K +31,818 +3%
FPI
17
Financial Plan Inc
Washington
$24.7M +$2.09M +76,186 +9%
WFAG
18
Wescott Financial Advisory Group
Pennsylvania
$24.1M -$1.79M -65,315 -7%
GWMT
19
Guardian Wealth Management (Tennessee)
Tennessee
$24.1M +$873K +31,854 +4%
CCMI
20
Creative Capital Management Investments
California
$23.9M +$2.55M +93,031 +12%
GWWM
21
Great Waters Wealth Management
Minnesota
$23.6M +$1.57M +57,214 +7%
IFA
22
Index Fund Advisors
California
$23.4M +$685K +24,973 +3%
VP
23
Verisail Partners
Georgia
$22.9M +$488K +17,784 +2%
OIA
24
OneDigital Investment Advisors
Kansas
$21.8M +$486K +17,736 +2%
BPA
25
Beacon Pointe Advisors
California
$21.6M -$2.78M -101,364 -11%