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Dimensional Global Real Estate ETF

304 hedge funds and large institutions have $2.43B invested in Dimensional Global Real Estate ETF in 2025 Q4 according to their latest regulatory filings, with 44 funds opening new positions, 195 increasing their positions, 51 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
304
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
31
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
NRWA
51
North Ridge Wealth Advisors
Oregon
$7.75M
PWM
52
Parkshore Wealth Management
California
$7.63M
Wealth Enhancement Advisory Services
53
Wealth Enhancement Advisory Services
Minnesota
$7.54M
RA
54
RFG Advisory
Alabama
$7.48M
RFG
55
REAP Financial Group
Texas
$7.38M
Envestnet Asset Management
56
Envestnet Asset Management
Illinois
$7.15M
Financial Engines Advisors
57
Financial Engines Advisors
California
$6.94M
WA
58
Wealth Architects
California
$6.84M
PCM
59
Peirce Capital Management
Texas
$6.65M
CWA
60
CogentBlue Wealth Advisors
Tennessee
$6.47M
BH
61
Burk Holdings
Oklahoma
$6.27M
GM
62
GeoWealth Management
Illinois
$6.27M
TFG
63
Tilson Financial Group
New Jersey
$5.94M
MWM
64
McMill Wealth Management
Nebraska
$5.8M
SFP
65
Sterling Financial Planning
New Jersey
$5.8M
EWA
66
EP Wealth Advisors
California
$5.49M
AF
67
Advisornet Financial
Minnesota
$5.37M
Jane Street
68
Jane Street
New York
$5.35M
LG
69
LAM Group
Oregon
$5.35M
NDWM
70
New Dimensions Wealth Management
Texas
$5.12M
PWM
71
Platform Wealth Management
Utah
$5.11M
FPCG
72
Forum Private Client Group
Indiana
$5.08M
AF
73
Allworth Financial
California
$4.99M
GA
74
Greenspring Advisors
Maryland
$4.97M
SRB
75
Shotwell Rutter Baer
Michigan
$4.95M