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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
Holders Change %
% of All Funds
Holding in Top 10
34
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
KAM
176
Kraft Asset Management
Tennessee
$577K
W
177
WorthPointe
California
$561K
CWM
178
Core Wealth Management
Florida
$525K
MWM
179
Mission Wealth Management
California
$512K
DWA
180
Delap Wealth Advisory
Oregon
$503K
JTWM
181
Jackson Thornton Wealth Management
Alabama
$483K
CFO
182
Collective Family Office
Pennsylvania
$477K
FPF
183
First Pacific Financial
Washington
$477K
CWP
184
Cyndeo Wealth Partners
Florida
$471K
AF
185
Allworth Financial
California
$412K
AssetMark Inc
186
AssetMark Inc
California
$408K
HCM
187
Hutchinson Capital Management
California
$401K
D.E. Shaw & Co
188
D.E. Shaw & Co
New York
$395K
SC
189
Shearwater Capital
Colorado
$381K
GHA
190
Granite Harbor Advisors
Texas
$378K
SAM
191
Smartleaf Asset Management
Massachusetts
$378K
LEFP
192
Leading Edge Financial Planning
Tennessee
$371K
IAG
193
Investmark Advisory Group
Connecticut
$356K
SAI
194
Savvy Advisors Inc
New York
$355K
APW
195
Austin Private Wealth
Texas
$319K
EH
196
Equitable Holdings
New York
$313K
TWCA
197
Two West Capital Advisors
Kansas
$306K
APG
198
Abacus Planning Group
South Carolina
$282K
CPA
199
Capital Performance Advisors
California
$280K
SIMC
200
Squire Investment Management Company
Utah
$279K