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Dimensional Global Real Estate ETF

249 hedge funds and large institutions have $1.87B invested in Dimensional Global Real Estate ETF in 2025 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 150 increasing their positions, 60 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
249
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
34
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
Mercer Global Advisors
51
Mercer Global Advisors
Colorado
$5.85M
VAS
52
Vestmark Advisory Solutions
Massachusetts
$5.82M
RRCM
53
Rappaport Reiches Capital Management
Illinois
$5.8M
Envestnet Asset Management
54
Envestnet Asset Management
Illinois
$5.58M
GM
55
GeoWealth Management
Illinois
$5.56M
TFG
56
Tilson Financial Group
New Jersey
$5.51M
NCM
57
New Capital Management
Texas
$5.48M
AA
58
Armis Advisers
Georgia
$5.35M
WA
59
Wealth Architects
California
$5.3M
SIC
60
SJS Investment Consulting
Ohio
$5.28M
Pathstone Holdings
61
Pathstone Holdings
New Jersey
$5.27M
XPN
62
XY Planning Network
Montana
$5.23M
Wealth Enhancement Advisory Services
63
Wealth Enhancement Advisory Services
Minnesota
$5.22M
EWA
64
EverSource Wealth Advisors
Alabama
$5.15M
SFP
65
Sterling Financial Planning
New Jersey
$4.91M
RWM
66
Rockwood Wealth Management
Pennsylvania
$4.87M
AF
67
Advisornet Financial
Minnesota
$4.85M
LG
68
LAM Group
Oregon
$4.75M
MWM
69
McMill Wealth Management
Nebraska
$4.46M
NDWM
70
New Dimensions Wealth Management
Texas
$4.42M
VF
71
Vawter Financial
Ohio
$4.34M
BH
72
Burk Holdings
Oklahoma
$4.26M
SRB
73
Shotwell Rutter Baer
Michigan
$4.14M
HIA
74
HFM Investment Advisors
New Jersey
$4.02M
HWM
75
Hemington Wealth Management
Virginia
$3.99M