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Dimensional Global Real Estate ETF

314 hedge funds and large institutions have $2.46B invested in Dimensional Global Real Estate ETF in 2025 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 198 increasing their positions, 52 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

355% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 11

281% more repeat investments, than reductions

Existing positions increased: 198 | Existing positions reduced: 52

13% more funds holding

Funds holding: 279314 (+35)

12% more capital invested

Capital invested by funds: $2.2B → $2.46B (+$262M)

7% more funds holding in top 10

Funds holding in top 10: 3032 (+2)

2.88% more ownership

Funds ownership: 79.91%82.78% (+2.9%)

Holders
314
Holders Change
+35
Holders Change %
+12.54%
% of All Funds
3.82%
Holding in Top 10
32
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+6.67%
% of All Funds
0.39%
New
50
Increased
198
Reduced
52
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
VPF
151
Vantage Point Financial
Illinois
$1.41M +$232K +8,589 +19%
AHL
152
Abel Hall LLC
Louisiana
$1.4M +$88.5K +3,281 +7%
BP
153
BWM Planning
Texas
$1.39M +$78.3K +2,904 +6%
RW
154
Ridgeline Wealth
Arizona
$1.38M +$148K +5,480 +12%
OFI
155
Outbound Financial Inc
Colorado
$1.38M +$101K +3,754 +8%
MFS
156
McNamara Financial Services
Massachusetts
$1.38M +$51.6K +1,914 +4%
TFO
157
Timonier Family Office
North Carolina
$1.36M -$138K -5,119 -9%
CWP
158
Cyndeo Wealth Partners
Florida
$1.36M +$878K +32,562 +173%
MW
159
Marrick Wealth
California
$1.34M +$1.37M +50,896 New
MSWMA
160
Market Street Wealth Management Advisors
Indiana
$1.31M -$53.3K -1,975 -4%
CAPTRUST Financial Advisors
161
CAPTRUST Financial Advisors
North Carolina
$1.31M -$165K -6,130 -11%
PAS
162
Park Avenue Securities
New York
$1.3M +$286K +10,606 +27%
MSWM
163
Master's Wealth Management
Pennsylvania
$1.26M -$6.38M -236,524 -83%
TCOTS
164
Trust Company of the South
North Carolina
$1.26M -$1.06M -39,383 -45%
GWM
165
Geneos Wealth Management
Colorado
$1.23M +$1.56K +58 +0.1%
SAI
166
Savvy Advisors Inc
New York
$1.22M +$80.5K +2,985 +7%
KAS
167
Kestra Advisory Services
Texas
$1.21M +$176K +6,542 +17%
CPWM
168
Cypress Point Wealth Management
Texas
$1.18M -$756K -28,018 -39%
KW
169
Keyvantage Wealth
Pennsylvania
$1.15M +$163K +6,050 +16%
TIAM2
170
Tru Independence Asset Management 2
Oregon
$1.1M +$122K +4,519 +12%
IWC
171
Integrated Wealth Concepts
Massachusetts
$1.1M +$129K +4,783 +13%
Stifel Financial
172
Stifel Financial
Missouri
$1.09M -$16.8K -623 -1%
QHA
173
Quarry Hill Advisors
Minnesota
$1.08M +$98.4K +3,650 +10%
W
174
WorthPointe
California
$1.07M +$721K +26,727 +196%
PCP
175
Proficio Capital Partners
Massachusetts
$1.05M +$1.07M +39,840 New