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Dimensional Global Real Estate ETF

314 hedge funds and large institutions have $2.46B invested in Dimensional Global Real Estate ETF in 2025 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 198 increasing their positions, 52 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

355% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 11

281% more repeat investments, than reductions

Existing positions increased: 198 | Existing positions reduced: 52

13% more funds holding

Funds holding: 279314 (+35)

12% more capital invested

Capital invested by funds: $2.2B → $2.46B (+$262M)

7% more funds holding in top 10

Funds holding in top 10: 3032 (+2)

2.88% more ownership

Funds ownership: 79.91%82.78% (+2.9%)

Holders
314
Holders Change
+35
Holders Change %
+12.54%
% of All Funds
3.82%
Holding in Top 10
32
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+6.67%
% of All Funds
0.39%
New
50
Increased
198
Reduced
52
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
APG
226
Abacus Planning Group
South Carolina
$481K +$76.2K +2,825 +18%
Morgan Stanley
227
Morgan Stanley
New York
$477K +$328K +12,162 +206%
VI
228
VanderPol Investments
Michigan
$469K +$135K +5,010 +39%
GVAG
229
Great Valley Advisor Group
Delaware
$459K -$78K -2,891 -14%
NL
230
NWAM LLC
Washington
$456K +$48.8K +1,809 +12%
FOA
231
Five Oceans Advisors
California
$454K +$126K +4,680 +37%
LEFP
232
Leading Edge Financial Planning
Tennessee
$443K +$30K +1,113 +7%
LOPW
233
Live Oak Private Wealth
North Carolina
$377K +$37.1K +1,374 +11%
FCAS
234
First Command Advisory Services
Texas
$374K +$382K +14,170 New
Cetera Investment Advisers
235
Cetera Investment Advisers
Illinois
$374K -$87.9K -3,258 -19%
C1AG
236
Client 1st Advisory Group
Florida
$363K -$171K -6,355 -32%
Thrivent Financial for Lutherans
237
Thrivent Financial for Lutherans
Minnesota
$357K +$364K +13,511 New
USCWA
238
U.S. Capital Wealth Advisors
Texas
$357K +$7.15K +265 +2%
HKIMG
239
Hutchens & Kramer Investment Management Group
Indiana
$355K -$287K -10,646 -44%
EP
240
Essential Planning
New Hampshire
$355K +$110K +4,070 +43%
DWM
241
Dopkins Wealth Management
New York
$354K +$107K +3,950 +42%
TWCA
242
Two West Capital Advisors
Kansas
$349K +$13.9K +516 +4%
SC
243
SouthState Corp
Florida
$345K +$352K +13,055 New
AssetMark Inc
244
AssetMark Inc
California
$341K -$29K -1,076 -8%
IA
245
IFP Advisors
Florida
$334K +$3.67K +136 +1%
ARA
246
Approach Retirement Advisors
Alabama
$331K +$338K +12,527 New
SF
247
Summit Financial
New Jersey
$318K +$325K +12,040 New
IAG
248
Investmark Advisory Group
Connecticut
$318K +$6.8K +252 +2%
MFG
249
MidWestOne Financial Group
Iowa
$312K
DFP
250
Donalies Financial Planning
District of Columbia
$305K +$312K +11,562 New