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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
SIC
51
SJS Investment Consulting
Ohio
$7.25M
RFG
52
REAP Financial Group
Texas
$6.95M
Envestnet Asset Management
53
Envestnet Asset Management
Illinois
$6.82M
PCM
54
Peirce Capital Management
Texas
$6.65M
GM
55
GeoWealth Management
Illinois
$6.41M
WA
56
Wealth Architects
California
$6.4M
HWM
57
Hemington Wealth Management
Virginia
$5.87M
TFG
58
Tilson Financial Group
New Jersey
$5.71M
SFP
59
Sterling Financial Planning
New Jersey
$5.64M
EWA
60
EverSource Wealth Advisors
Alabama
$5.59M
BH
61
Burk Holdings
Oklahoma
$5.49M
AF
62
Advisornet Financial
Minnesota
$5.36M
MWM
63
McMill Wealth Management
Nebraska
$5.3M
XPN
64
XY Planning Network
Montana
$5.07M
JP Morgan Chase
65
JP Morgan Chase
New York
$5M
HIA
66
HFM Investment Advisors
New Jersey
$4.97M
NDWM
67
New Dimensions Wealth Management
Texas
$4.95M
AG
68
AlTi Global
New York
$4.91M
VF
69
Vawter Financial
Ohio
$4.83M
Pathstone Holdings
70
Pathstone Holdings
New Jersey
$4.78M
SRB
71
Shotwell Rutter Baer
Michigan
$4.72M
CWA
72
CogentBlue Wealth Advisors
Tennessee
$4.71M
FPCG
73
Forum Private Client Group
Indiana
$4.62M
VBA
74
von Borstel & Associates
Oregon
$4.42M
BRIA
75
Balanced Rock Investment Advisors
Massachusetts
$4.29M