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Dimensional Global Real Estate ETF

273 hedge funds and large institutions have $2.2B invested in Dimensional Global Real Estate ETF in 2025 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 180 increasing their positions, 45 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
273
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
29
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
Truist Financial
176
Truist Financial
North Carolina
$649K
MA
177
McGrath & Associates
North Carolina
$621K
SWM
178
Seaside Wealth Management
California
$614K
HCM
179
Hutchinson Capital Management
California
$608K
DWA
180
Delap Wealth Advisory
Oregon
$601K
OMC
181
Old Mission Capital
Illinois
$601K
SC
182
Shearwater Capital
Colorado
$589K
MWM
183
Mission Wealth Management
California
$580K
GVAG
184
Great Valley Advisor Group
Delaware
$553K
C1AG
185
Client 1st Advisory Group
Florida
$549K
WA
186
Wealthstream Advisors
New York
$539K
EH
187
Equitable Holdings
New York
$521K
JTWM
188
Jackson Thornton Wealth Management
Alabama
$521K
CWP
189
Cyndeo Wealth Partners
Florida
$514K
CFO
190
Collective Family Office
Pennsylvania
$513K
FG
191
Foster Group
Iowa
$511K
FPF
192
First Pacific Financial
Washington
$503K
APW
193
Austin Private Wealth
Texas
$497K
DWM
194
Diversify Wealth Management
Utah
$493K
Cetera Investment Advisers
195
Cetera Investment Advisers
Illinois
$476K
CWMA
196
Capstone Wealth Management (Alabama)
Alabama
$471K
LEFP
197
Leading Edge Financial Planning
Tennessee
$427K
BCM
198
Brookstone Capital Management
Illinois
$426K
APG
199
Abacus Planning Group
South Carolina
$420K
NL
200
NWAM LLC
Washington
$418K