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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
NRWA
51
North Ridge Wealth Advisors
Oregon
$7.75M +$588K +21,798 +8%
PWM
52
Parkshore Wealth Management
California
$7.63M -$2.65M -98,307 -25%
Wealth Enhancement Advisory Services
53
Wealth Enhancement Advisory Services
Minnesota
$7.54M +$74.4K +2,759 +1%
RA
54
RFG Advisory
Alabama
$7.48M +$130K +4,828 +2%
RFG
55
REAP Financial Group
Texas
$7.38M +$667K +24,743 +10%
Envestnet Asset Management
56
Envestnet Asset Management
Illinois
$7.15M +$566K +20,968 +8%
Financial Engines Advisors
57
Financial Engines Advisors
California
$6.94M -$1.76M -65,357 -20%
WA
58
Wealth Architects
California
$6.84M +$663K +24,569 +10%
PCM
59
Peirce Capital Management
Texas
$6.65M +$217K +8,037 +3%
CWA
60
CogentBlue Wealth Advisors
Tennessee
$6.47M +$1.96M +72,754 +42%
BH
61
Burk Holdings
Oklahoma
$6.27M +$988K +36,634 +18%
GM
62
GeoWealth Management
Illinois
$6.27M +$67.6K +2,506 +1%
TFG
63
Tilson Financial Group
New Jersey
$5.94M +$425K +15,751 +8%
MWM
64
McMill Wealth Management
Nebraska
$5.8M +$691K +25,628 +13%
SFP
65
Sterling Financial Planning
New Jersey
$5.8M +$344K +12,758 +6%
EWA
66
EP Wealth Advisors
California
$5.49M +$5.61M +207,892 New
AF
67
Advisornet Financial
Minnesota
$5.37M +$192K +7,112 +4%
Jane Street
68
Jane Street
New York
$5.35M +$2.91M +107,724 +114%
LG
69
LAM Group
Oregon
$5.35M +$1.56M +57,915 +40%
NDWM
70
New Dimensions Wealth Management
Texas
$5.12M +$336K +12,454 +7%
PWM
71
Platform Wealth Management
Utah
$5.11M +$5.22M +193,518 New
FPCG
72
Forum Private Client Group
Indiana
$5.08M +$621K +23,015 +14%
AF
73
Allworth Financial
California
$4.99M +$2.6M +96,484 +105%
GA
74
Greenspring Advisors
Maryland
$4.97M +$4.29M +159,170 +551%
SRB
75
Shotwell Rutter Baer
Michigan
$4.95M +$287K +10,636 +6%