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Dimensional Global Real Estate ETF

278 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, 183 increasing their positions, 47 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
278
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
30
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
SHFA
126
SC&H Financial Advisors
Maryland
$1.75M
KAM
127
KEB Asset Management
Illinois
$1.72M
MWM
128
Meritas Wealth Management
California
$1.7M
Creative Planning
129
Creative Planning
Kansas
$1.7M
SF
130
SageOak Financial
Oklahoma
$1.68M
MFC
131
Morris Financial Concepts
South Carolina
$1.65M
PAG
132
Poinciana Advisors Group
Florida
$1.65M
SWA
133
Sterling Wealth Advisors
Florida
$1.62M
SMWM
134
Silvia McColl Wealth Management
California
$1.61M
KCM
135
KM Capital Management
Texas
$1.59M
PWP
136
Parkwoods Wealth Partners
New York
$1.56M
TFO
137
Timonier Family Office
North Carolina
$1.54M
Citadel Advisors
138
Citadel Advisors
Florida
$1.54M
CAPTRUST Financial Advisors
139
CAPTRUST Financial Advisors
North Carolina
$1.52M
MSWMA
140
Market Street Wealth Management Advisors
Indiana
$1.41M
KWM
141
KFG Wealth Management
Indiana
$1.4M
WHCI
142
W.H. Cornerstone Investments
Massachusetts
$1.39M
MFS
143
McNamara Financial Services
Massachusetts
$1.37M
BP
144
BWM Planning
Texas
$1.36M
AHL
145
Abel Hall LLC
Louisiana
$1.35M
RW
146
Ridgeline Wealth
Arizona
$1.28M
GWM
147
Geneos Wealth Management
Colorado
$1.27M
VPF
148
Vantage Point Financial
Illinois
$1.22M
SAI
149
Savvy Advisors Inc
New York
$1.18M
Stifel Financial
150
Stifel Financial
Missouri
$1.15M