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Dimensional Global Real Estate ETF

260 hedge funds and large institutions have $2.04B invested in Dimensional Global Real Estate ETF in 2025 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 161 increasing their positions, 64 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
260
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
32
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
LG
76
LAM Group
Oregon
$3.9M
BRIA
77
Balanced Rock Investment Advisors
Massachusetts
$3.89M
JWM
78
JDH Wealth Management
California
$3.87M
LI
79
LRI Investments
Florida
$3.79M
CWD
80
Clarity Wealth Development
Oregon
$3.73M
JP Morgan Chase
81
JP Morgan Chase
New York
$3.67M
CCM
82
Colorado Capital Management
Colorado
$3.65M
MFWP
83
Mosaic Family Wealth Partners
Missouri
$3.63M
WWP
84
Waypoint Wealth Partners
California
$3.59M
RWM
85
Ruedi Wealth Management
Illinois
$3.58M
CTWM
86
Cherry Tree Wealth Management
Minnesota
$3.5M
SWM
87
Spire Wealth Management
Virginia
$3.47M
CHA
88
Cooper/Haims Advisors
New York
$3.42M
Osaic Holdings
89
Osaic Holdings
Arizona
$3.27M
HNWA
90
Henrickson Nauta Wealth Advisors
Michigan
$3.21M
IA
91
Integrity Alliance
Iowa
$3.2M
PCA
92
Prosperity Capital Advisors
Ohio
$3.08M
Betterment LLC
93
Betterment LLC
New York
$3.03M
CPWM
94
Cypress Point Wealth Management
Texas
$3.03M
Susquehanna International Group
95
Susquehanna International Group
Pennsylvania
$2.94M
Mercer Global Advisors
96
Mercer Global Advisors
Colorado
$2.91M
WW
97
Winnow Wealth
Texas
$2.9M
AAG
98
Accordant Advisory Group
Maryland
$2.9M
NA
99
NewEdge Advisors
Louisiana
$2.88M
CPIG
100
Chicago Partners Investment Group
Illinois
$2.81M