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Dimensional Global Real Estate ETF

257 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 20 funds opening new positions, 159 increasing their positions, 65 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
257
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
KW
151
Keyvantage Wealth
Pennsylvania
$949K
BP
152
BWM Planning
Texas
$942K
TIAM2
153
Tru Independence Asset Management 2
Oregon
$921K
FWMP
154
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$920K
KAS
155
Kestra Advisory Services
Texas
$882K
TC
156
TownSquare Capital
Utah
$854K
Mariner
157
Mariner
Kansas
$846K
PWM
158
Parkworth Wealth Management
California
$835K
EFN
159
Equita Financial Network
Pennsylvania
$809K
SCM
160
SOL Capital Management
Maryland
$761K
BHWM
161
Bay Harbor Wealth Management
Maryland
$760K
SPI
162
Sutton Place Investors
New York
$726K
AQR Capital Management
163
AQR Capital Management
Connecticut
$711K
LWM
164
LJI Wealth Management
Indiana
$709K
C1AG
165
Client 1st Advisory Group
Florida
$708K
IA
166
IFG Advisory
Georgia
$696K
HKIMG
167
Hutchens & Kramer Investment Management Group
Indiana
$694K
SWM
168
Seaside Wealth Management
California
$681K
PAS
169
Park Avenue Securities
New York
$677K
FWP
170
Firethorn Wealth Partners
Georgia
$661K
MA
171
McGrath & Associates
North Carolina
$653K
AWP
172
Abacus Wealth Partners
California
$645K
SAW
173
Signal Advisors Wealth
Michigan
$624K
Truist Financial
174
Truist Financial
North Carolina
$609K
CWM
175
Core Wealth Management
Florida
$595K