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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
SW
176
Simplicity Wealth
New Jersey
$563K
SC
177
Shearwater Capital
Colorado
$534K
DWA
178
Delap Wealth Advisory
Oregon
$530K
MWM
179
Mission Wealth Management
California
$524K
WA
180
Wealthstream Advisors
New York
$522K
JTWM
181
Jackson Thornton Wealth Management
Alabama
$520K
HCM
182
Hutchinson Capital Management
California
$519K
GVAG
183
Great Valley Advisor Group
Delaware
$509K
CFO
184
Collective Family Office
Pennsylvania
$498K
CWP
185
Cyndeo Wealth Partners
Florida
$496K
FPF
186
First Pacific Financial
Washington
$490K
EH
187
Equitable Holdings
New York
$490K
APW
188
Austin Private Wealth
Texas
$430K
DWM
189
Diversify Wealth Management
Utah
$419K
GLA
190
Great Lakes Advisors
Illinois
$415K
CWMA
191
Capstone Wealth Management (Alabama)
Alabama
$402K
NL
192
NWAM LLC
Washington
$399K
SAM
193
Smartleaf Asset Management
Massachusetts
$394K
LEFP
194
Leading Edge Financial Planning
Tennessee
$393K
APG
195
Abacus Planning Group
South Carolina
$393K
GHA
196
Granite Harbor Advisors
Texas
$386K
AF
197
Allworth Financial
California
$374K
VF
198
Vawter Financial
Ohio
$367K
AssetMark Inc
199
AssetMark Inc
California
$366K
Bank of America
200
Bank of America
North Carolina
$341K