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Dimensional Global Real Estate ETF

249 hedge funds and large institutions have $1.87B invested in Dimensional Global Real Estate ETF in 2025 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 150 increasing their positions, 60 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
249
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
34
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
MFWP
76
Mosaic Family Wealth Partners
Missouri
$3.99M
LI
77
LRI Investments
Florida
$3.86M
FPCG
78
Forum Private Client Group
Indiana
$3.76M
VBA
79
von Borstel & Associates
Oregon
$3.72M
JWM
80
JDH Wealth Management
California
$3.63M
CWD
81
Clarity Wealth Development
Oregon
$3.59M
WWP
82
Waypoint Wealth Partners
California
$3.57M
JPMorgan Chase & Co
83
JPMorgan Chase & Co
New York
$3.56M
AC
84
AWM Capital
Arizona
$3.47M
CCM
85
Colorado Capital Management
Colorado
$3.39M
SWM
86
Spire Wealth Management
Virginia
$3.38M
CTWM
87
Cherry Tree Wealth Management
Minnesota
$3.34M
RWM
88
Ruedi Wealth Management
Illinois
$3.31M
CHA
89
Cooper/Haims Advisors
New York
$3.24M
IA
90
Integrity Alliance
Iowa
$3.11M
NA
91
NewEdge Advisors
Louisiana
$3.02M
CPWM
92
Cypress Point Wealth Management
Texas
$2.96M
PCA
93
Prosperity Capital Advisors
Ohio
$2.91M
CPIG
94
Chicago Partners Investment Group
Illinois
$2.71M
YWM
95
Yardley Wealth Management
Pennsylvania
$2.55M
FFA
96
Farther Finance Advisors
California
$2.53M
HNWA
97
Henrickson Nauta Wealth Advisors
Michigan
$2.49M
Osaic Holdings
98
Osaic Holdings
Arizona
$2.47M
BRIA
99
Balanced Rock Investment Advisors
Massachusetts
$2.45M
Betterment LLC
100
Betterment LLC
New York
$2.41M