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Dimensional Global Real Estate ETF

276 hedge funds and large institutions have $2.21B invested in Dimensional Global Real Estate ETF in 2025 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 182 increasing their positions, 46 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
276
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
30
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
$16.8M
RCI
27
RS Crum Inc
California
$16.8M
Corient Private Wealth
28
Corient Private Wealth
Florida
$15.8M
IWM
29
Integris Wealth Management
California
$15.2M
PWMG
30
Private Wealth Management Group
New Jersey
$14.9M
PCI
31
Planning Center Inc
Illinois
$14.7M
ACM
32
Aspen Capital Management
Idaho
$13.7M
WMN
33
Wealth Management Nebraska
Nebraska
$13M
SSC
34
Syverson Strege & Co
Iowa
$12.9M
LFA
35
Level Financial Advisors
New York
$12.8M
EAM
36
Evanson Asset Management
California
$11.3M
GWA
37
Geometric Wealth Advisors
District of Columbia
$10.9M
PWM
38
Parkshore Wealth Management
California
$10.6M
Commonwealth Equity Services
39
Commonwealth Equity Services
Massachusetts
$10.6M
SFC
40
Sprinkle Financial Consultants
Colorado
$9.45M
BGWM
41
Bridge Generations Wealth Management
Florida
$9.43M
Financial Engines Advisors
42
Financial Engines Advisors
California
$8.96M
AC
43
AWM Capital
Arizona
$8.58M
MSWM
44
Master's Wealth Management
Pennsylvania
$7.76M
AC
45
Apella Capital
Connecticut
$7.66M
AIS
46
American Investment Services
Massachusetts
$7.64M
Wealth Enhancement Advisory Services
47
Wealth Enhancement Advisory Services
Minnesota
$7.6M
RA
48
RFG Advisory
Alabama
$7.6M
VAS
49
Vestmark Advisory Solutions
Massachusetts
$7.42M
NRWA
50
North Ridge Wealth Advisors
Oregon
$7.41M