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Dimensional Global Real Estate ETF

314 hedge funds and large institutions have $2.46B invested in Dimensional Global Real Estate ETF in 2025 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 198 increasing their positions, 52 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

355% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 11

281% more repeat investments, than reductions

Existing positions increased: 198 | Existing positions reduced: 52

13% more funds holding

Funds holding: 279314 (+35)

12% more capital invested

Capital invested by funds: $2.2B → $2.46B (+$262M)

7% more funds holding in top 10

Funds holding in top 10: 3032 (+2)

2.88% more ownership

Funds ownership: 79.91%82.78% (+2.9%)

Holders
314
Holders Change
+35
Holders Change %
+12.54%
% of All Funds
3.82%
Holding in Top 10
32
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+6.67%
% of All Funds
0.39%
New
50
Increased
198
Reduced
52
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
EWA
76
EverSource Wealth Advisors
Alabama
$4.94M -$477K -17,692 -9%
HIA
77
HFM Investment Advisors
New Jersey
$4.91M +$105K +3,883 +2%
VF
78
Vawter Financial
Ohio
$4.86M +$192K +7,101 +4%
AG
79
AlTi Global
New York
$4.75M
RWM
80
Ruedi Wealth Management
Illinois
$4.58M +$825K +30,575 +21%
CWD
81
Clarity Wealth Development
Oregon
$4.52M +$643K +23,836 +16%
VBA
82
von Borstel & Associates
Oregon
$4.52M +$238K +8,832 +5%
BRIA
83
Balanced Rock Investment Advisors
Massachusetts
$4.52M +$383K +14,203 +9%
JWM
84
JDH Wealth Management
California
$4.44M +$332K +12,299 +8%
Pathstone Holdings
85
Pathstone Holdings
New Jersey
$4.43M -$203K -7,521 -4%
JP Morgan Chase
86
JP Morgan Chase
New York
$4.26M -$587K -21,755 -12%
IAS
87
Integrity Advisory Solutions
Texas
$4.22M +$572K +21,190 +15%
CCM
88
Colorado Capital Management
Colorado
$4.07M +$200K +7,426 +5%
Osaic Holdings
89
Osaic Holdings
Arizona
$4.06M +$415K +15,397 +11%
FFA
90
Farther Finance Advisors
California
$4.06M +$1.76M +65,155 +74%
SWM
91
Spire Wealth Management
Virginia
$4.01M +$592K +21,950 +17%
MAM
92
McLean Asset Management
Virginia
$3.98M +$3.1M +115,025 +353%
CTWM
93
Cherry Tree Wealth Management
Minnesota
$3.98M +$152K +5,635 +4%
NCM
94
New Capital Management
Texas
$3.92M -$226K -8,371 -5%
CHA
95
Cooper/Haims Advisors
New York
$3.88M +$278K +10,322 +8%
Betterment LLC
96
Betterment LLC
New York
$3.72M +$349K +12,941 +10%
IA
97
Integrity Alliance
Iowa
$3.68M +$399K +14,793 +12%
LI
98
LRI Investments
Florida
$3.43M -$246K -9,130 -7%
MFWP
99
Mosaic Family Wealth Partners
Missouri
$3.39M -$19.8K -734 -0.6%
VPWA
100
Vestia Personal Wealth Advisors
Indiana
$3.33M +$990K +36,702 +42%