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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
GLA
101
Great Lakes Advisors
Illinois
$3.32M +$320K +11,871 +10%
KF
102
Krilogy Financial
Missouri
$3.16M +$232K +8,615 +8%
CSW
103
Cogent Strategic Wealth
Illinois
$3.01M +$3.02M +111,829 New
Mercer Global Advisors
104
Mercer Global Advisors
Colorado
$2.99M -$84.3K -3,126 -3%
PWP
105
Parkwoods Wealth Partners
New York
$2.98M +$1.51M +55,902 +98%
BEW
106
Burton Enright Welch
California
$2.94M +$5.8K +215 +0.2%
MWM
107
Mattern Wealth Management
Kansas
$2.88M +$163K +6,036 +6%
CPIG
108
Chicago Partners Investment Group
Illinois
$2.75M +$23K +854 +0.8%
PWIA
109
Porter White Investment Advisors
Alabama
$2.72M +$122K +4,517 +5%
SIM
110
Stratos Investment Management
Ohio
$2.7M +$145K +5,367 +6%
WAN
111
Wealth Advisors Northwest
Oregon
$2.68M +$577K +21,411 +27%
VA
112
Veratis Advisors
North Carolina
$2.68M +$2.52M +93,451 New
LAMC
113
Longview Asset Management (California)
California
$2.68M +$254K +9,425 +10%
PWS
114
Physician Wealth Solutions
Nevada
$2.68M +$910K +33,742 +50%
NWM
115
Northwest Wealth Management
Iowa
$2.61M +$334K +12,396 +14%
CA
116
Claris Advisors
Missouri
$2.59M +$607K +22,520 +30%
YWM
117
Yardley Wealth Management
Pennsylvania
$2.56M +$166K +6,160 +7%
SWM
118
Sterling Wealth Management
Illinois
$2.51M +$236K +8,761 +10%
VWA
119
Vistica Wealth Advisors
California
$2.51M +$2.56M +94,939 New
AWMM
120
Aegis Wealth Management (Maryland)
Maryland
$2.45M +$317K +11,738 +14%
MML Investors Services
121
MML Investors Services
Massachusetts
$2.45M +$179K +6,627 +8%
NA
122
NewEdge Advisors
Louisiana
$2.36M -$122K -4,536 -5%
KAM
123
KEB Asset Management
Illinois
$2.35M +$708K +26,248 +42%
HIGP
124
Hill Investment Group Partners
Missouri
$2.31M -$51.8K -1,922 -2%
SRC
125
Sage Rhino Capital
California
$2.23M +$56.9K +2,108 +3%