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Dimensional Global Real Estate ETF

249 hedge funds and large institutions have $1.87B invested in Dimensional Global Real Estate ETF in 2025 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 150 increasing their positions, 60 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
249
Holders Change
+7
Holders Change %
+2.89%
% of All Funds
3.38%
Holding in Top 10
34
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+25.93%
% of All Funds
0.46%
New
24
Increased
150
Reduced
60
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
PTC
226
Private Trust Company
Ohio
$52.5K
Wells Fargo
227
Wells Fargo
California
$33.2K -$104K -3,973 -76%
CT
228
Colonial Trust
South Carolina
$30.3K +$998 +38 +3%
LFG
229
Larson Financial Group
Missouri
$29.1K -$12.2K -463 -29%
BCM
230
Blume Capital Management
California
$23.8K +$23.8K +905 New
US Bancorp
231
US Bancorp
Minnesota
$23.5K
MFT
232
Moisand Fitzgerald Tamayo
Florida
$21.9K -$3.86K -147 -15%
PFBT
233
Parkside Financial Bank & Trust
Missouri
$20.5K +$20.5K +779 New
National Bank of Canada
234
National Bank of Canada
Quebec, Canada
$19.4K +$7.96K +305 +70%
Bank of Montreal
235
Bank of Montreal
Ontario, Canada
$15.3K +$15.3K +582 New
CWP
236
Concord Wealth Partners
Virginia
$14.9K +$26 +1 +0.2%
Northwestern Mutual Wealth Management
237
Northwestern Mutual Wealth Management
Wisconsin
$13.2K +$13.2K +503 New
Royal Bank of Canada
238
Royal Bank of Canada
Ontario, Canada
$12K -$8.26K -309 -41%
RPA
239
Redwood Park Advisors
California
$11.7K -$117K -4,439 -91%
UBS Group
240
UBS Group
Switzerland
$11.5K
EWP
241
Elevation Wealth Partners
California
$5.29K +$26 +1 +0.5%
SIS
242
Strategic Investment Solutions
Illinois
$4.04K -$525 -20 -11%
OSAM
243
O'Shaughnessy Asset Management
Connecticut
$3.65K
RWA
244
Redmont Wealth Advisors
Illinois
$3.36K +$3.36K +128 New
Comerica Bank
245
Comerica Bank
Texas
$3.23K -$158 -6 -5%
ACA
246
Aptus Capital Advisors
Alabama
$2.52K
AWM
247
AE Wealth Management
Kansas
$1.44K
BlackRock
248
BlackRock
New York
$1.13K
VWWMG
249
Vermillion & White Wealth Management Group
Pennsylvania
$604 -$5.25K -200 -90%
EFP
250
Elser Financial Planning
Indiana
-$10.8M -421,777 Closed