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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
DADC
126
D.A. Davidson & Co
Montana
$2.22M +$201K +7,435 +10%
AFA
127
Avant Financial Advisors
Texas
$2.22M +$8.06K +299 +0.4%
BCI
128
Brinker Capital Investments
Pennsylvania
$2.2M +$108K +3,986 +5%
SCA
129
Sensenig Capital Advisors
Pennsylvania
$2.18M +$2.23M +82,669 New
SWA
130
Sterling Wealth Advisors
Florida
$2.09M +$541K +20,047 +34%
WAP
131
Wealthcare Advisory Partners
Pennsylvania
$2.09M +$84.4K +3,128 +4%
FIA
132
Foundations Investment Advisors
Arizona
$1.98M +$1.35M +49,895 +198%
PAG
133
Poinciana Advisors Group
Florida
$1.97M +$376K +13,949 +23%
FF
134
Foundry Financial
California
$1.96M +$2M +74,089 New
FPAS
135
Focus Partners Advisor Solutions
Missouri
$1.81M -$24M -890,237 -93%
Creative Planning
136
Creative Planning
Kansas
$1.78M +$139K +5,171 +8%
MFC
137
Morris Financial Concepts
South Carolina
$1.77M +$176K +6,528 +11%
WUW
138
Wheels Up Wealth
California
$1.76M +$1.79M +66,476 New
Raymond James Financial
139
Raymond James Financial
Florida
$1.75M +$1.38M +51,227 +343%
PCA
140
Prosperity Capital Advisors
Ohio
$1.73M -$1.56M -57,934 -47%
SHFA
141
SC&H Financial Advisors
Maryland
$1.73M +$34.1K +1,266 +2%
SF
142
SageOak Financial
Oklahoma
$1.72M +$96.4K +3,575 +6%
TAWM
143
Three Arch Wealth Management
California
$1.66M +$1.69M +62,793 New
MWM
144
Meritas Wealth Management
California
$1.65M +$378 +14 +0%
OCA
145
Optimus Capital Advisors
Texas
$1.62M +$1.65M +61,147 New
KWM
146
KFG Wealth Management
Indiana
$1.58M +$229K +8,474 +16%
SMWM
147
Silvia McColl Wealth Management
California
$1.54M -$13K -482 -0.8%
TA
148
Tactive Advisors
Florida
$1.52M -$952K -35,301 -38%
WHCI
149
W.H. Cornerstone Investments
Massachusetts
$1.48M +$140K +5,199 +10%
BTWM
150
Baker Tilly Wealth Management
Wisconsin
$1.44M -$985K -36,513 -40%