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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
AAP
26
Arax Advisory Partners
Colorado
$19.7M +$20.1M +747,077 New
QFA
27
Quantum Financial Advisors
California
$17.3M +$18K +668 +0.1%
RCI
28
RS Crum Inc
California
$16.9M +$726K +26,917 +4%
IWM
29
Integris Wealth Management
California
$15.7M +$1.05M +38,769 +7%
Carson Wealth (CWM LLC)
30
Carson Wealth (CWM LLC)
Nebraska
$15.3M +$15.5M +575,838 +11,680%
PWMG
31
Private Wealth Management Group
New Jersey
$15M +$623K +23,111 +4%
WMN
32
Wealth Management Nebraska
Nebraska
$14.9M +$2.39M +88,652 +19%
PCI
33
Planning Center Inc
Illinois
$14.5M +$305K +11,298 +2%
ACM
34
Aspen Capital Management
Idaho
$14.3M +$1.1M +40,844 +8%
LFA
35
Level Financial Advisors
New York
$14M +$1.63M +60,536 +13%
SSC
36
Syverson Strege & Co
Iowa
$12.6M +$67.1K +2,486 +0.5%
EAM
37
Evanson Asset Management
California
$11.9M +$997K +36,964 +9%
GWA
38
Geometric Wealth Advisors
District of Columbia
$11.2M +$622K +23,061 +6%
Commonwealth Equity Services
39
Commonwealth Equity Services
Massachusetts
$11.1M +$867K +32,144 +8%
SFC
40
Sprinkle Financial Consultants
Colorado
$9.41M +$276K +10,219 +3%
BGWM
41
Bridge Generations Wealth Management
Florida
$9.19M +$68K +2,522 +0.7%
HNWA
42
Henrickson Nauta Wealth Advisors
Michigan
$9.15M +$5.51M +204,423 +147%
AIS
43
American Investment Services
Massachusetts
$8.84M +$1.48M +54,715 +20%
HI
44
Harbour Investments
Wisconsin
$8.71M +$8.88M +329,236 +59,215%
Citadel Advisors
45
Citadel Advisors
Florida
$8.59M +$7.24M +268,557 +475%
AC
46
Apella Capital
Connecticut
$8.55M +$1.15M +42,775 +15%
AC
47
AWM Capital
Arizona
$8.44M +$150K +5,561 +2%
XPN
48
XY Planning Network
Montana
$8.19M +$3.26M +120,920 +64%
VAS
49
Vestmark Advisory Solutions
Massachusetts
$7.91M +$748K +27,738 +10%
SIC
50
SJS Investment Consulting
Ohio
$7.87M +$876K +32,475 +12%