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Dimensional Global Real Estate ETF

255 hedge funds and large institutions have $2.02B invested in Dimensional Global Real Estate ETF in 2025 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 158 increasing their positions, 64 reducing their positions, and 7 closing their positions.

Holders
255
Holders Change
+6
Holders Change %
+2.41%
% of All Funds
3.42%
Holding in Top 10
31
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-8.82%
% of All Funds
0.42%
New
20
Increased
158
Reduced
64
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
BRIA
76
Balanced Rock Investment Advisors
Massachusetts
$3.89M 145,113 +51,662 +55%
JWM
77
JDH Wealth Management
California
$3.87M 144,375 +6,039 +4%
LI
78
LRI Investments
Florida
$3.79M 141,374 -5,769 -4%
CWD
79
Clarity Wealth Development
Oregon
$3.73M 139,106 +2,387 +2%
JPMorgan Chase & Co
80
JPMorgan Chase & Co
New York
$3.67M 136,686 +994 +0.7%
CCM
81
Colorado Capital Management
Colorado
$3.65M 135,864 +6,714 +5%
MFWP
82
Mosaic Family Wealth Partners
Missouri
$3.63M 135,241 -16,532 -11%
WWP
83
Waypoint Wealth Partners
California
$3.59M 133,930 -2,134 -2%
RWM
84
Ruedi Wealth Management
Illinois
$3.58M 133,536 +7,384 +6%
CTWM
85
Cherry Tree Wealth Management
Minnesota
$3.5M 130,629 +3,423 +3%
SWM
86
Spire Wealth Management
Virginia
$3.47M 129,223 +561 +0.4%
CHA
87
Cooper/Haims Advisors
New York
$3.42M 127,560 +4,048 +3%
HNWA
88
Henrickson Nauta Wealth Advisors
Michigan
$3.21M 119,612 +17,550 +17%
IA
89
Integrity Alliance
Iowa
$3.2M 119,295 +863 +0.7%
Betterment LLC
90
Betterment LLC
New York
$3.03M 112,861 +21,168 +23%
CPWM
91
Cypress Point Wealth Management
Texas
$3.03M 112,836 +250 +0.2%
Mercer Global Advisors
92
Mercer Global Advisors
Colorado
$2.91M 108,382 -114,530 -51%
WW
93
Winnow Wealth
Texas
$2.9M 107,952 +107,952 New
AAG
94
Accordant Advisory Group
Maryland
$2.9M 107,952 +107,952 New
NA
95
NewEdge Advisors
Louisiana
$2.88M 107,409 -7,442 -6%
CPIG
96
Chicago Partners Investment Group
Illinois
$2.81M 102,155 +5 +0%
PWIA
97
Porter White Investment Advisors
Alabama
$2.64M 98,228 +12,019 +14%
MWM
98
Mattern Wealth Management
Kansas
$2.61M 97,206 +55,842 +135%
YWM
99
Yardley Wealth Management
Pennsylvania
$2.6M 96,964 +15 +0%
KF
100
Krilogy Financial
Missouri
$2.57M 95,690 +4,774 +5%