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Dimensional Global Real Estate ETF

304 hedge funds and large institutions have $2.43B invested in Dimensional Global Real Estate ETF in 2025 Q4 according to their latest regulatory filings, with 44 funds opening new positions, 195 increasing their positions, 51 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
304
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
31
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
BP
151
BWM Planning
Texas
$1.39M
RW
152
Ridgeline Wealth
Arizona
$1.38M
MFS
153
McNamara Financial Services
Massachusetts
$1.38M
TFO
154
Timonier Family Office
North Carolina
$1.36M
CWP
155
Cyndeo Wealth Partners
Florida
$1.36M
MW
156
Marrick Wealth
California
$1.34M
MSWMA
157
Market Street Wealth Management Advisors
Indiana
$1.31M
CAPTRUST Financial Advisors
158
CAPTRUST Financial Advisors
North Carolina
$1.31M
PAS
159
Park Avenue Securities
New York
$1.3M
MSWM
160
Master's Wealth Management
Pennsylvania
$1.26M
TCOTS
161
Trust Company of the South
North Carolina
$1.26M
GWM
162
Geneos Wealth Management
Colorado
$1.23M
SAI
163
Savvy Advisors Inc
New York
$1.22M
KAS
164
Kestra Advisory Services
Texas
$1.21M
CPWM
165
Cypress Point Wealth Management
Texas
$1.18M
KW
166
Keyvantage Wealth
Pennsylvania
$1.15M
TIAM2
167
Tru Independence Asset Management 2
Oregon
$1.1M
IWC
168
Integrated Wealth Concepts
Massachusetts
$1.1M
Stifel Financial
169
Stifel Financial
Missouri
$1.09M
QHA
170
Quarry Hill Advisors
Minnesota
$1.08M
W
171
WorthPointe
California
$1.07M
PCP
172
Proficio Capital Partners
Massachusetts
$1.05M
MWM
173
Modera Wealth Management
New Jersey
$1.01M
HIG
174
Heritage Investment Group
Florida
$963K
RLIM
175
Red Lighthouse Investment Management
New York
$937K