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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
GFA
251
Grunden Financial Advisory
Texas
$305K +$9.14K +339 +3%
BJB
252
Broadhurst Jeffrey B
$296K +$302K +11,196 New
Susquehanna International Group
253
Susquehanna International Group
Pennsylvania
$295K +$301K +11,164 New
SW
254
Simplicity Wealth
New Jersey
$292K +$9.71K +360 +3%
TWP
255
Triad Wealth Partners
Kansas
$290K +$63.1K +2,340 +27%
RCAG
256
Rehmann Capital Advisory Group
Michigan
$289K +$7.42K +275 +3%
I
257
INVST
Indiana
$287K +$51.1K +1,893 +21%
Citigroup
258
Citigroup
New York
$286K +$58K +2,150 +25%
SIMC
259
Squire Investment Management Company
Utah
$281K -$27.5K -1,019 -9%
Brown Advisory
260
Brown Advisory
Maryland
$276K
VFP
261
Vilga Financial Planning
New Jersey
$257K +$262K +9,728 New
VFP
262
Vested Financial Planning
California
$247K -$14.2K -527 -5%
WPC
263
Wedmont Private Capital
Pennsylvania
$244K +$248K +9,197 New
SFS
264
Security Financial Services
Indiana
$243K +$9.79K +363 +4%
CPA
265
Capital Performance Advisors
California
$235K -$50K -1,854 -17%
GS
266
GTS Securities
New York
$224K +$7.17K +266 +3%
IA
267
IFG Advisors
Missouri
$219K +$3.72K +138 +2%
GJIA
268
Glass Jacobson Investment Advisors
Maryland
$217K -$10.2K -380 -4%
PFS
269
Professional Financial Solutions
Virginia
$209K +$214K +7,921 New
HWA
270
HMV Wealth Advisors
Louisiana
$208K
BAMG
271
Brand Asset Management Group
Missouri
$202K +$207K +7,661 New
WETS
272
Wealth Enhancement Trust Services
South Dakota
$159K +$162K +6,002 New
WTA
273
Washington Trust Advisors
Massachusetts
$149K +$1.81K +67 +1%
Wells Fargo
274
Wells Fargo
California
$110K +$17.9K +662 +19%
Northwestern Mutual Wealth Management
275
Northwestern Mutual Wealth Management
Wisconsin
$107K +$89.9K +3,333 +463%