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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
EWP
176
E-Wealth Partners
Minnesota
$1.03M +$1.06M +39,134 New
MWM
177
Modera Wealth Management
New Jersey
$1.01M +$9.63K +357 +0.9%
HIG
178
Heritage Investment Group
Florida
$963K -$92.3K -3,422 -9%
RLIM
179
Red Lighthouse Investment Management
New York
$937K +$793K +29,400 +486%
AFA
180
Amicus Financial Advisors
Texas
$928K +$947K +35,129 New
AQR Capital Management
181
AQR Capital Management
Connecticut
$897K +$246K +9,126 +37%
BHWM
182
Bay Harbor Wealth Management
Maryland
$897K +$69.6K +2,579 +8%
BTI
183
Blue Trust Inc
Georgia
$891K -$101K -3,756 -10%
SPI
184
Sutton Place Investors
New York
$852K +$86.7K +3,214 +11%
EFN
185
Equita Financial Network
Pennsylvania
$831K +$50.7K +1,880 +6%
Mariner
186
Mariner
Kansas
$815K -$512 -19 -0.1%
TWP
187
Total Wealth Planning
Ohio
$798K -$15.8M -584,537 -95%
VT
188
Vise Technologies
New York
$788K +$804K +29,809 New
RFP
189
Root Financial Partners
California
$787K +$703K +26,071 +702%
KCM
190
KM Capital Management
Texas
$784K -$769K -28,518 -49%
LWM
191
LJI Wealth Management
Indiana
$772K +$788K +29,214 New
Cambridge Investment Research Advisors
192
Cambridge Investment Research Advisors
Iowa
$765K +$472K +17,495 +153%
CPW
193
Cogent Private Wealth
Florida
$747K +$763K +28,279 New
CWM
194
Core Wealth Management
Florida
$740K +$42K +1,557 +6%
SAW
195
Signal Advisors Wealth
Michigan
$723K +$75.5K +2,798 +11%
AWP
196
Abacus Wealth Partners
California
$721K +$12.8K +476 +2%
MWM
197
Mission Wealth Management
California
$716K +$159K +5,877 +28%
D.E. Shaw & Co
198
D.E. Shaw & Co
New York
$712K +$341K +12,641 +88%
AWA
199
Acorn Wealth Advisors
Michigan
$696K +$310K +11,494 +77%
SCM
200
SOL Capital Management
Maryland
$687K -$4.05K -150 -0.6%