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Dimensional Global Real Estate ETF

256 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, 159 increasing their positions, 64 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
256
Holders Change
+7
Holders Change %
+2.81%
% of All Funds
3.43%
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
159
Reduced
64
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
BRIA
76
Balanced Rock Investment Advisors
Massachusetts
$3.89M +$1.39M +51,662 +55%
JWM
77
JDH Wealth Management
California
$3.87M +$162K +6,039 +4%
LI
78
LRI Investments
Florida
$3.79M -$155K -5,769 -4%
CWD
79
Clarity Wealth Development
Oregon
$3.73M +$64K +2,387 +2%
JPMorgan Chase & Co
80
JPMorgan Chase & Co
New York
$3.67M +$26.7K +994 +0.7%
CCM
81
Colorado Capital Management
Colorado
$3.65M +$180K +6,714 +5%
MFWP
82
Mosaic Family Wealth Partners
Missouri
$3.63M -$444K -16,532 -11%
WWP
83
Waypoint Wealth Partners
California
$3.59M -$57.3K -2,134 -2%
RWM
84
Ruedi Wealth Management
Illinois
$3.58M +$198K +7,384 +6%
CTWM
85
Cherry Tree Wealth Management
Minnesota
$3.5M +$91.8K +3,423 +3%
SWM
86
Spire Wealth Management
Virginia
$3.47M +$15.1K +561 +0.4%
CHA
87
Cooper/Haims Advisors
New York
$3.42M +$109K +4,048 +3%
HNWA
88
Henrickson Nauta Wealth Advisors
Michigan
$3.21M +$471K +17,550 +17%
IA
89
Integrity Alliance
Iowa
$3.2M +$23.2K +863 +0.7%
Betterment LLC
90
Betterment LLC
New York
$3.03M +$568K +21,168 +23%
CPWM
91
Cypress Point Wealth Management
Texas
$3.03M +$6.71K +250 +0.2%
Susquehanna International Group
92
Susquehanna International Group
Pennsylvania
$2.94M +$2.67M +99,690 +1,006%
Mercer Global Advisors
93
Mercer Global Advisors
Colorado
$2.91M -$3.07M -114,530 -51%
AAG
94
Accordant Advisory Group
Maryland
$2.9M +$2.9M +107,952 New
WW
95
Winnow Wealth
Texas
$2.9M +$2.9M +107,952 New
NA
96
NewEdge Advisors
Louisiana
$2.88M -$200K -7,442 -6%
CPIG
97
Chicago Partners Investment Group
Illinois
$2.81M +$137 +5 +0%
PWIA
98
Porter White Investment Advisors
Alabama
$2.64M +$322K +12,019 +14%
MWM
99
Mattern Wealth Management
Kansas
$2.61M +$1.5M +55,842 +135%
YWM
100
Yardley Wealth Management
Pennsylvania
$2.6M +$403 +15 +0%