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Dimensional Global Real Estate ETF

276 hedge funds and large institutions have $2.21B invested in Dimensional Global Real Estate ETF in 2025 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 182 increasing their positions, 46 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
276
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
30
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
VFP
226
Vested Financial Planning
California
$270K
MGW
227
MB Generational Wealth
Washington
$266K
DWM
228
Dopkins Wealth Management
New York
$258K
EP
229
Essential Planning
New Hampshire
$256K
SFS
230
Security Financial Services
Indiana
$241K
Citigroup
231
Citigroup
New York
$237K
TWP
232
Triad Wealth Partners
Kansas
$235K
GJIA
233
Glass Jacobson Investment Advisors
Maryland
$234K
GS
234
GTS Securities
New York
$225K
IA
235
IFG Advisors
Missouri
$223K
HWA
236
HMV Wealth Advisors
Louisiana
$215K
CW
237
CreativeOne Wealth
Kansas
$213K
VPP
238
Vertex Planning Partners
Illinois
$210K
PS
239
Principal Securities
Iowa
$195K
RLIM
240
Red Lighthouse Investment Management
New York
$165K
Morgan Stanley
241
Morgan Stanley
New York
$161K
WTA
242
Washington Trust Advisors
Massachusetts
$153K
Carson Wealth (CWM LLC)
243
Carson Wealth (CWM LLC)
Nebraska
$135K
RFP
244
Root Financial Partners
California
$101K
Wells Fargo
245
Wells Fargo
California
$96K
UBS Group
246
UBS Group
Switzerland
$74.4K
MCM
247
MAI Capital Management
Ohio
$71.6K
AWM
248
AE Wealth Management
Kansas
$57.4K
PTC
249
Private Trust Company
Ohio
$54.6K
SPIA
250
Steward Partners Investment Advisory
New York
$47.6K