DFGR icon

Dimensional Global Real Estate ETF

273 hedge funds and large institutions have $2.2B invested in Dimensional Global Real Estate ETF in 2025 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 180 increasing their positions, 45 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
273
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
29
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
NA
101
NewEdge Advisors
Louisiana
$2.56M
TA
102
Tactive Advisors
Florida
$2.53M
LAMC
103
Longview Asset Management (California)
California
$2.51M
BTWM
104
Baker Tilly Wealth Management
Wisconsin
$2.48M
YWM
105
Yardley Wealth Management
Pennsylvania
$2.48M
HIGP
106
Hill Investment Group Partners
Missouri
$2.44M
FFA
107
Farther Finance Advisors
California
$2.42M
TCOTS
108
Trust Company of the South
North Carolina
$2.38M
VPWA
109
Vestia Personal Wealth Advisors
Indiana
$2.37M
NWM
110
Northwest Wealth Management
Iowa
$2.36M
SWM
111
Sterling Wealth Management
Illinois
$2.35M
MML Investors Services
112
MML Investors Services
Massachusetts
$2.35M
AFA
113
Avant Financial Advisors
Texas
$2.28M
SRC
114
Sage Rhino Capital
California
$2.25M
AWM
115
Aegis Wealth Management
Maryland
$2.22M
WAN
116
Wealth Advisors Northwest
Oregon
$2.19M
BCI
117
Brinker Capital Investments
Pennsylvania
$2.16M
DADC
118
D.A. Davidson & Co
Montana
$2.1M
WAP
119
Wealthcare Advisory Partners
Pennsylvania
$2.07M
CA
120
Claris Advisors
Missouri
$2.02M
CPWM
121
Cypress Point Wealth Management
Texas
$1.99M
PWS
122
Physician Wealth Solutions
Nevada
$1.84M
SHFA
123
SC&H Financial Advisors
Maryland
$1.75M
KAM
124
KEB Asset Management
Illinois
$1.72M
MWM
125
Meritas Wealth Management
California
$1.7M