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Dimensional Global Real Estate ETF

249 hedge funds and large institutions have $1.87B invested in Dimensional Global Real Estate ETF in 2025 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 150 increasing their positions, 60 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
249
Holders Change
+7
Holders Change %
+2.89%
% of All Funds
3.38%
Holding in Top 10
34
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+25.93%
% of All Funds
0.46%
New
24
Increased
150
Reduced
60
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
MFS
126
McNamara Financial Services
Massachusetts
$1.34M +$220K +8,388 +20%
MSWMA
127
Market Street Wealth Management Advisors
Indiana
$1.32M +$20.8K +793 +2%
MFC
128
Morris Financial Concepts
South Carolina
$1.31M +$46.5K +1,769 +4%
WAN
129
Wealth Advisors Northwest
Oregon
$1.29M +$876K +33,351 +214%
KWM
130
KFG Wealth Management
Indiana
$1.24M +$52.8K +2,009 +4%
PWS
131
Physician Wealth Solutions
Nevada
$1.23M +$602K +22,916 +96%
WHCI
132
W.H. Cornerstone Investments
Massachusetts
$1.22M +$41.1K +1,566 +4%
AHL
133
Abel Hall LLC
Louisiana
$1.21M +$119K +4,546 +11%
RW
134
Ridgeline Wealth
Arizona
$1.19M +$78.5K +2,989 +7%
KAM
135
KEB Asset Management
Illinois
$1.19M +$426K +16,220 +56%
MWM
136
Mattern Wealth Management
Kansas
$1.09M +$143K +5,456 +15%
Stifel Financial
137
Stifel Financial
Missouri
$1.06M +$47.4K +1,805 +5%
VPF
138
Vantage Point Financial
Illinois
$981K +$108K +4,112 +12%
Raymond James Financial
139
Raymond James Financial
Florida
$970K +$970K +36,943 New
MWM
140
Modera Wealth Management
New Jersey
$968K +$11.9K +454 +1%
VH
141
Visionary Horizons
Tennessee
$968K +$26.3K +1,000 +3%
FWMP
142
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$967K -$162K -6,159 -14%
BTI
143
Blue Trust Inc
Georgia
$924K +$67.1K +2,555 +8%
KW
144
Keyvantage Wealth
Pennsylvania
$910K +$910K +34,671 New
QHA
145
Quarry Hill Advisors
Minnesota
$907K -$8.04K -306 -0.9%
TC
146
TownSquare Capital
Utah
$877K -$7.54K -287 -0.9%
C1AG
147
Client 1st Advisory Group
Florida
$870K -$215K -8,186 -20%
IWC
148
Integrated Wealth Concepts
Massachusetts
$856K +$59.7K +2,273 +7%
HIG
149
Heritage Investment Group
Florida
$837K +$4.15K +158 +0.5%
BCI
150
Brinker Capital Investments
Pennsylvania
$809K +$281K +10,703 +53%