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Dimensional Global Real Estate ETF

304 hedge funds and large institutions have $2.43B invested in Dimensional Global Real Estate ETF in 2025 Q4 according to their latest regulatory filings, with 44 funds opening new positions, 195 increasing their positions, 51 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
304
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
31
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
EWA
76
EverSource Wealth Advisors
Alabama
$4.94M
HIA
77
HFM Investment Advisors
New Jersey
$4.91M
VF
78
Vawter Financial
Ohio
$4.86M
AG
79
AlTi Global
New York
$4.75M
RWM
80
Ruedi Wealth Management
Illinois
$4.58M
CWD
81
Clarity Wealth Development
Oregon
$4.52M
VBA
82
von Borstel & Associates
Oregon
$4.52M
BRIA
83
Balanced Rock Investment Advisors
Massachusetts
$4.52M
JWM
84
JDH Wealth Management
California
$4.44M
Pathstone Holdings
85
Pathstone Holdings
New Jersey
$4.43M
JP Morgan Chase
86
JP Morgan Chase
New York
$4.26M
IAS
87
Integrity Advisory Solutions
Texas
$4.22M
CCM
88
Colorado Capital Management
Colorado
$4.07M
Osaic Holdings
89
Osaic Holdings
Arizona
$4.06M
FFA
90
Farther Finance Advisors
California
$4.06M
SWM
91
Spire Wealth Management
Virginia
$4.01M
MAM
92
McLean Asset Management
Virginia
$3.98M
CTWM
93
Cherry Tree Wealth Management
Minnesota
$3.98M
NCM
94
New Capital Management
Texas
$3.92M
CHA
95
Cooper/Haims Advisors
New York
$3.88M
Betterment LLC
96
Betterment LLC
New York
$3.72M
IA
97
Integrity Alliance
Iowa
$3.68M
LI
98
LRI Investments
Florida
$3.43M
MFWP
99
Mosaic Family Wealth Partners
Missouri
$3.39M
VPWA
100
Vestia Personal Wealth Advisors
Indiana
$3.33M