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Dimensional Global Real Estate ETF

257 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 20 funds opening new positions, 159 increasing their positions, 65 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
257
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
YWM
101
Yardley Wealth Management
Pennsylvania
$2.6M
KF
102
Krilogy Financial
Missouri
$2.57M
TCOTS
103
Trust Company of the South
North Carolina
$2.52M
NWM
104
Northwest Wealth Management
Iowa
$2.43M
LAMC
105
Longview Asset Management (California)
California
$2.41M
HIGP
106
Hill Investment Group Partners
Missouri
$2.41M
Citadel Advisors
107
Citadel Advisors
Florida
$2.23M
Osaic Holdings
108
Osaic Holdings
Arizona
$2.16M
FFA
109
Farther Finance Advisors
California
$2.15M
SRC
110
Sage Rhino Capital
California
$2.15M
MML Investors Services
111
MML Investors Services
Massachusetts
$2.13M
SWM
112
Sterling Wealth Management
Illinois
$2.12M
AFA
113
Avant Financial Advisors
Texas
$2.1M
AWM
114
Aegis Wealth Management
Maryland
$2.05M
CA
115
Claris Advisors
Missouri
$2.02M
BCI
116
Brinker Capital Investments
Pennsylvania
$2M
DADC
117
D.A. Davidson & Co
Montana
$2M
WAP
118
Wealthcare Advisory Partners
Pennsylvania
$1.84M
WAN
119
Wealth Advisors Northwest
Oregon
$1.77M
SHFA
120
SC&H Financial Advisors
Maryland
$1.71M
CAPTRUST Financial Advisors
121
CAPTRUST Financial Advisors
North Carolina
$1.67M
VPWA
122
Vestia Personal Wealth Advisors
Indiana
$1.66M
MWM
123
Meritas Wealth Management
California
$1.64M
PAG
124
Poinciana Advisors Group
Florida
$1.62M
SMWM
125
Silvia McColl Wealth Management
California
$1.61M