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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
PWIA
101
Porter White Investment Advisors
Alabama
$2.64M
MWM
102
Mattern Wealth Management
Kansas
$2.61M
YWM
103
Yardley Wealth Management
Pennsylvania
$2.6M
KF
104
Krilogy Financial
Missouri
$2.57M
TCOTS
105
Trust Company of the South
North Carolina
$2.52M
NWM
106
Northwest Wealth Management
Iowa
$2.43M
LAMC
107
Longview Asset Management (California)
California
$2.41M
HIGP
108
Hill Investment Group Partners
Missouri
$2.41M
Citadel Advisors
109
Citadel Advisors
Florida
$2.23M
FFA
110
Farther Finance Advisors
California
$2.15M
SRC
111
Sage Rhino Capital
California
$2.15M
MML Investors Services
112
MML Investors Services
Massachusetts
$2.13M
SWM
113
Sterling Wealth Management
Illinois
$2.12M
AFA
114
Avant Financial Advisors
Texas
$2.1M
AWM
115
Aegis Wealth Management
Maryland
$2.05M
CA
116
Claris Advisors
Missouri
$2.02M
BCI
117
Brinker Capital Investments
Pennsylvania
$2M
DADC
118
D.A. Davidson & Co
Montana
$2M
WAP
119
Wealthcare Advisory Partners
Pennsylvania
$1.84M
WAN
120
Wealth Advisors Northwest
Oregon
$1.77M
SHFA
121
SC&H Financial Advisors
Maryland
$1.71M
CAPTRUST Financial Advisors
122
CAPTRUST Financial Advisors
North Carolina
$1.67M
VPWA
123
Vestia Personal Wealth Advisors
Indiana
$1.66M
MWM
124
Meritas Wealth Management
California
$1.64M
PAG
125
Poinciana Advisors Group
Florida
$1.62M