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Dimensional Global Real Estate ETF

308 hedge funds and large institutions have $2.45B invested in Dimensional Global Real Estate ETF in 2025 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 197 increasing their positions, 51 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
308
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
AHL
151
Abel Hall LLC
Louisiana
$1.4M
BP
152
BWM Planning
Texas
$1.39M
RW
153
Ridgeline Wealth
Arizona
$1.38M
MFS
154
McNamara Financial Services
Massachusetts
$1.38M
TFO
155
Timonier Family Office
North Carolina
$1.36M
CWP
156
Cyndeo Wealth Partners
Florida
$1.36M
MW
157
Marrick Wealth
California
$1.34M
MSWMA
158
Market Street Wealth Management Advisors
Indiana
$1.31M
CAPTRUST Financial Advisors
159
CAPTRUST Financial Advisors
North Carolina
$1.31M
PAS
160
Park Avenue Securities
New York
$1.3M
MSWM
161
Master's Wealth Management
Pennsylvania
$1.26M
TCOTS
162
Trust Company of the South
North Carolina
$1.26M
GWM
163
Geneos Wealth Management
Colorado
$1.23M
SAI
164
Savvy Advisors Inc
New York
$1.22M
KAS
165
Kestra Advisory Services
Texas
$1.21M
CPWM
166
Cypress Point Wealth Management
Texas
$1.18M
KW
167
Keyvantage Wealth
Pennsylvania
$1.15M
TIAM2
168
Tru Independence Asset Management 2
Oregon
$1.1M
IWC
169
Integrated Wealth Concepts
Massachusetts
$1.1M
Stifel Financial
170
Stifel Financial
Missouri
$1.09M
QHA
171
Quarry Hill Advisors
Minnesota
$1.08M
W
172
WorthPointe
California
$1.07M
PCP
173
Proficio Capital Partners
Massachusetts
$1.05M
MWM
174
Modera Wealth Management
New Jersey
$1.01M
HIG
175
Heritage Investment Group
Florida
$963K