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Dimensional Global Real Estate ETF

260 hedge funds and large institutions have $2.04B invested in Dimensional Global Real Estate ETF in 2025 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 161 increasing their positions, 64 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
260
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
SIM
151
Stratos Investment Management
Ohio
$957K
KW
152
Keyvantage Wealth
Pennsylvania
$949K
BP
153
BWM Planning
Texas
$942K
TIAM2
154
Tru Independence Asset Management 2
Oregon
$921K
FWMP
155
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$920K
KAS
156
Kestra Advisory Services
Texas
$882K
TC
157
TownSquare Capital
Utah
$854K
Mariner
158
Mariner
Kansas
$846K
PWM
159
Parkworth Wealth Management
California
$835K
EFN
160
Equita Financial Network
Pennsylvania
$809K
SCM
161
SOL Capital Management
Maryland
$761K
BHWM
162
Bay Harbor Wealth Management
Maryland
$760K
SPI
163
Sutton Place Investors
New York
$726K
AQR Capital Management
164
AQR Capital Management
Connecticut
$711K
LWM
165
LJI Wealth Management
Indiana
$709K
C1AG
166
Client 1st Advisory Group
Florida
$708K
IA
167
IFG Advisory
Georgia
$696K
HKIMG
168
Hutchens & Kramer Investment Management Group
Indiana
$694K
SWM
169
Seaside Wealth Management
California
$681K
PAS
170
Park Avenue Securities
New York
$677K
FWP
171
Firethorn Wealth Partners
Georgia
$661K
MA
172
McGrath & Associates
North Carolina
$653K
AWP
173
Abacus Wealth Partners
California
$645K
SAW
174
Signal Advisors Wealth
Michigan
$624K
Truist Financial
175
Truist Financial
North Carolina
$609K