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Dimensional Global Real Estate ETF

257 hedge funds and large institutions have $2.04B invested in Dimensional Global Real Estate ETF in 2025 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 159 increasing their positions, 65 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
257
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
32
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
$390M
SC
2
Savant Capital
Illinois
$180M
JFG
3
JMG Financial Group
Illinois
$134M
Focus Partners Wealth
4
Focus Partners Wealth
Massachusetts
$86.1M
WANY
5
Wealthspire Advisors (New York)
New York
$66.1M
BJL
6
Brighton Jones LLC
Washington
$59.5M
LFA
7
LifeGuide Financial Advisors
Pennsylvania
$58.6M
TWA
8
TCI Wealth Advisors
Arizona
$51.9M
DPW
9
DiNuzzo Private Wealth
Pennsylvania
$44.2M
MPW
10
MASECO Private Wealth
$36.3M
FPAS
11
Focus Partners Advisor Solutions
Missouri
$30.9M
LPL Financial
12
LPL Financial
California
$26.2M
Corient Private Wealth
13
Corient Private Wealth
Florida
$26M
WFAG
14
Wescott Financial Advisory Group
Pennsylvania
$25.7M
SFS
15
Summit Financial Strategies
Ohio
$22.3M
W
16
WPWealth
Texas
$21.8M
VP
17
Verisail Partners
Georgia
$21M
IFA
18
Index Fund Advisors
California
$20.9M
OIA
19
OneDigital Investment Advisors
Kansas
$20M
RK
20
Rather & Kittrell
Tennessee
$19.8M
QFA
21
Quantum Financial Advisors
California
$18.3M
CCMI
22
Creative Capital Management Investments
California
$18.1M
GWWM
23
Great Waters Wealth Management
Minnesota
$17.8M
AAP
24
Arax Advisory Partners
Colorado
$17.6M
RCI
25
RS Crum Inc
California
$15.9M