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Dimensional Global Real Estate ETF

273 hedge funds and large institutions have $2.2B invested in Dimensional Global Real Estate ETF in 2025 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 180 increasing their positions, 45 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
273
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
$422M
SC
2
Savant Capital
Illinois
$231M
JFG
3
JMG Financial Group
Illinois
$146M
Focus Partners Wealth
4
Focus Partners Wealth
Massachusetts
$97.7M
WANY
5
Wealthspire Advisors (New York)
New York
$69.3M
BJL
6
Brighton Jones LLC
Washington
$65.5M
TWA
7
TCI Wealth Advisors
Arizona
$61.7M
LFA
8
LifeGuide Financial Advisors
Pennsylvania
$59M
DPW
9
DiNuzzo Private Wealth
Pennsylvania
$46.4M
MPW
10
MASECO Private Wealth
$38.1M
LPL Financial
11
LPL Financial
California
$28.8M
WFAG
12
Wescott Financial Advisory Group
Pennsylvania
$26.5M
FPAS
13
Focus Partners Advisor Solutions
Missouri
$26.2M
SFS
14
Summit Financial Strategies
Ohio
$23.7M
W
15
WPWealth
Texas
$23.7M
RK
16
Rather & Kittrell
Tennessee
$23.5M
VP
17
Verisail Partners
Georgia
$21.7M
IFA
18
Index Fund Advisors
California
$21.6M
OIA
19
OneDigital Investment Advisors
Kansas
$20.9M
CCMI
20
Creative Capital Management Investments
California
$20M
GWWM
21
Great Waters Wealth Management
Minnesota
$19.6M
RWM
22
Rockwood Wealth Management
Pennsylvania
$19.5M
BPA
23
Beacon Pointe Advisors
California
$18.4M
QFA
24
Quantum Financial Advisors
California
$17.9M
WCWM
25
Willow Creek Wealth Management
California
$17.4M