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Dimensional Global Real Estate ETF

273 hedge funds and large institutions have $2.2B invested in Dimensional Global Real Estate ETF in 2025 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 180 increasing their positions, 45 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
273
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
29
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
RFG
51
REAP Financial Group
Texas
$6.95M
Envestnet Asset Management
52
Envestnet Asset Management
Illinois
$6.82M
PCM
53
Peirce Capital Management
Texas
$6.65M
GM
54
GeoWealth Management
Illinois
$6.41M
WA
55
Wealth Architects
California
$6.4M
HWM
56
Hemington Wealth Management
Virginia
$5.87M
TFG
57
Tilson Financial Group
New Jersey
$5.71M
SFP
58
Sterling Financial Planning
New Jersey
$5.64M
EWA
59
EverSource Wealth Advisors
Alabama
$5.59M
BH
60
Burk Holdings
Oklahoma
$5.49M
AF
61
Advisornet Financial
Minnesota
$5.36M
MWM
62
McMill Wealth Management
Nebraska
$5.3M
XPN
63
XY Planning Network
Montana
$5.07M
JP Morgan Chase
64
JP Morgan Chase
New York
$5M
HIA
65
HFM Investment Advisors
New Jersey
$4.97M
NDWM
66
New Dimensions Wealth Management
Texas
$4.95M
AG
67
AlTi Global
New York
$4.91M
VF
68
Vawter Financial
Ohio
$4.83M
Pathstone Holdings
69
Pathstone Holdings
New Jersey
$4.78M
SRB
70
Shotwell Rutter Baer
Michigan
$4.72M
CWA
71
CogentBlue Wealth Advisors
Tennessee
$4.71M
FPCG
72
Forum Private Client Group
Indiana
$4.62M
VBA
73
von Borstel & Associates
Oregon
$4.42M
BRIA
74
Balanced Rock Investment Advisors
Massachusetts
$4.29M
NCM
75
New Capital Management
Texas
$4.29M