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Dimensional Global Real Estate ETF

257 hedge funds and large institutions have $2.04B invested in Dimensional Global Real Estate ETF in 2025 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 159 increasing their positions, 65 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
257
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
32
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
TWP
26
Total Wealth Planning
Ohio
$15.3M
WCWM
27
Willow Creek Wealth Management
California
$15M
IWM
28
Integris Wealth Management
California
$14.5M
RWM
29
Rockwood Wealth Management
Pennsylvania
$14.4M
PCI
30
Planning Center Inc
Illinois
$14M
PWMG
31
Private Wealth Management Group
New Jersey
$13.7M
VAS
32
Vestmark Advisory Solutions
Massachusetts
$13.4M
SSC
33
Syverson Strege & Co
Iowa
$13.4M
ACM
34
Aspen Capital Management
Idaho
$12.7M
JC
35
Jentner Corp
Ohio
$12.5M
LFA
36
Level Financial Advisors
New York
$11.5M
WMN
37
Wealth Management Nebraska
Nebraska
$11.2M
BGWM
38
Bridge Generations Wealth Management
Florida
$10M
Jane Street
39
Jane Street
New York
$9.98M
GWA
40
Geometric Wealth Advisors
District of Columbia
$9.86M
Commonwealth Equity Services
41
Commonwealth Equity Services
Massachusetts
$9.7M
EAM
42
Evanson Asset Management
California
$9.46M
SFC
43
Sprinkle Financial Consultants
Colorado
$9.12M
Financial Engines Advisors
44
Financial Engines Advisors
California
$8.63M
PWM
45
Parkshore Wealth Management
California
$8.35M
RA
46
RFG Advisory
Alabama
$7.42M
MSWM
47
Master's Wealth Management
Pennsylvania
$7.3M
AC
48
Apella Capital
Connecticut
$6.95M
NRWA
49
North Ridge Wealth Advisors
Oregon
$6.92M
AC
50
AWM Capital
Arizona
$6.88M