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Dimensional Global Real Estate ETF

308 hedge funds and large institutions have $2.45B invested in Dimensional Global Real Estate ETF in 2025 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 197 increasing their positions, 51 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
308
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
DADC
126
D.A. Davidson & Co
Montana
$2.22M
AFA
127
Avant Financial Advisors
Texas
$2.22M
BCI
128
Brinker Capital Investments
Pennsylvania
$2.2M
SCA
129
Sensenig Capital Advisors
Pennsylvania
$2.18M
SWA
130
Sterling Wealth Advisors
Florida
$2.09M
WAP
131
Wealthcare Advisory Partners
Pennsylvania
$2.09M
FIA
132
Foundations Investment Advisors
Arizona
$1.98M
PAG
133
Poinciana Advisors Group
Florida
$1.97M
FF
134
Foundry Financial
California
$1.96M
FPAS
135
Focus Partners Advisor Solutions
Missouri
$1.81M
Creative Planning
136
Creative Planning
Kansas
$1.78M
MFC
137
Morris Financial Concepts
South Carolina
$1.77M
WUW
138
Wheels Up Wealth
California
$1.76M
Raymond James Financial
139
Raymond James Financial
Florida
$1.75M
PCA
140
Prosperity Capital Advisors
Ohio
$1.73M
SHFA
141
SC&H Financial Advisors
Maryland
$1.73M
SF
142
SageOak Financial
Oklahoma
$1.72M
TAWM
143
Three Arch Wealth Management
California
$1.66M
MWM
144
Meritas Wealth Management
California
$1.65M
KWM
145
KFG Wealth Management
Indiana
$1.58M
SMWM
146
Silvia McColl Wealth Management
California
$1.54M
TA
147
Tactive Advisors
Florida
$1.52M
WHCI
148
W.H. Cornerstone Investments
Massachusetts
$1.48M
BTWM
149
Baker Tilly Wealth Management
Wisconsin
$1.44M
VPF
150
Vantage Point Financial
Illinois
$1.41M