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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
SFG
301
Strive Financial Group
Indiana
$6.66K +$6.8K +252 New
SWP
302
Strategic Wealth Partners
Ohio
$5.67K -$18.3K -677 -76%
EWP
303
Elevation Wealth Partners
California
$5.53K +$135 +5 +2%
OSAM
304
O'Shaughnessy Asset Management
Connecticut
$4.57K
Comerica Bank
305
Comerica Bank
Texas
$3.51K +$189 +7 +6%
RWA
306
Redmont Wealth Advisors
Illinois
$3.38K
QC
307
Quent Capital
New York
$2.62K +$2.67K +99 New
ACA
308
Aptus Capital Advisors
Alabama
$2.54K
VWWMG
309
Vermillion & White Wealth Management Group
Pennsylvania
$1.66K +$485 +18 +40%
MSWM
310
Mowery & Schoenfeld Wealth Management
Illinois
$1.48K +$1.51K +56 New
OA
311
Operose Advisors
Wisconsin
$1.35K
BlackRock
312
BlackRock
New York
$1.14K
HBW
313
Hazlett, Burt & Watson
West Virginia
$1K +$1.24K +46 New
ETC
314
Exchange Traded Concepts
Oklahoma
$528 -$297 -11 -35%
KCM
315
Key Capital Management
Tennessee
$317 +$324 +12 New
CA
316
CoreCap Advisors
Michigan
$1
M1FG
317
Mach-1 Financial Group
Arkansas
-$3.78M -138,353 Closed
VH
318
Visionary Horizons
Tennessee
-$1.1M -40,358 Closed
MPCL
319
My Personal CFO LLC
Washington
-$767K -28,078 Closed
IA
320
IFG Advisory
Georgia
-$754K -27,599 Closed
OMC
321
Old Mission Capital
Illinois
-$601K -21,993 Closed
BCM
322
Brookstone Capital Management
Illinois
-$426K -15,614 Closed
HighTower Advisors
323
HighTower Advisors
Illinois
-$297K -10,857 Closed
CW
324
CreativeOne Wealth
Kansas
-$213K -7,789 Closed
VPP
325
Vertex Planning Partners
Illinois
-$210K -7,699 Closed