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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 %
BCI
151
Brinker Capital Investments
Pennsylvania
$809K +$281K +10,703 +53%
KAS
152
Kestra Advisory Services
Texas
$793K +$41K +1,562 +5%
GA
153
Greenspring Advisors
Maryland
$785K
AWP
154
Abacus Wealth Partners
California
$784K -$174K -6,617 -18%
KCM
155
KM Capital Management
Texas
$781K -$453K -17,259 -37%
SCM
156
SOL Capital Management
Maryland
$779K -$1.31K -50 -0.2%
PWM
157
Parkworth Wealth Management
California
$755K +$16.9K +643 +2%
MA
158
McGrath & Associates
North Carolina
$741K -$28.1K -1,070 -4%
Mariner
159
Mariner
Kansas
$738K +$738K +28,090 New
BP
160
BWM Planning
Texas
$711K -$136K -5,181 -16%
BHWM
161
Bay Harbor Wealth Management
Maryland
$706K +$51.4K +1,959 +8%
SWM
162
Seaside Wealth Management
California
$702K +$92.9K +3,539 +15%
SW
163
Simplicity Wealth
New Jersey
$699K +$699K +26,623 New
TIAM2
164
Tru Independence Asset Management 2
Oregon
$698K +$118K +4,499 +20%
HKIMG
165
Hutchens & Kramer Investment Management Group
Indiana
$693K -$5.17K -197 -0.7%
EFN
166
Equita Financial Network
Pennsylvania
$693K -$8.9K -339 -1%
LWM
167
LJI Wealth Management
Indiana
$678K -$18.8K -715 -3%
FTUS
168
Flow Traders U.S.
New York
$645K +$645K +24,579 New
FWP
169
Firethorn Wealth Partners
Georgia
$624K +$84.6K +3,223 +16%
SAW
170
Signal Advisors Wealth
Michigan
$613K +$45.2K +1,722 +8%
WA
171
Wealthstream Advisors
New York
$608K +$84.4K +3,213 +16%
SPI
172
Sutton Place Investors
New York
$607K +$2.21K +84 +0.4%
Truist Financial
173
Truist Financial
North Carolina
$598K +$13.7K +523 +2%
AQR Capital Management
174
AQR Capital Management
Connecticut
$586K +$52.1K +1,984 +10%
IA
175
IFG Advisory
Georgia
$583K +$8.9K +339 +2%