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Dimensional Global Real Estate ETF

304 hedge funds and large institutions have $2.43B invested in Dimensional Global Real Estate ETF in 2025 Q4 according to their latest regulatory filings, with 44 funds opening new positions, 195 increasing their positions, 51 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
304
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
31
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
FWMP
201
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$631K
Truist Financial
202
Truist Financial
North Carolina
$627K
SC
203
Shearwater Capital
Colorado
$622K
DWM
204
Diversify Wealth Management
Utah
$591K
CFO
205
Collective Family Office
Pennsylvania
$584K
SWM
206
Seaside Wealth Management
California
$570K
EH
207
Equitable Holdings
New York
$565K
DWA
208
Delap Wealth Advisory
Oregon
$555K
KCWM
209
Kane Co Wealth Management
Iowa
$551K
FG
210
Foster Group
Iowa
$540K
HA
211
Heffernan Advisory
Arizona
$532K
MA
212
McGrath & Associates
North Carolina
$515K
TFA
213
TandemGrowth Financial Advisors
Georgia
$514K
JTWM
214
Jackson Thornton Wealth Management
Alabama
$514K
SPIA
215
Steward Partners Investment Advisory
New York
$511K
OP
216
Oath Planning
Oklahoma
$510K
APW
217
Austin Private Wealth
Texas
$502K
AFC
218
Ares Financial Consulting
California
$495K
CWMA
219
Capstone Wealth Management (Alabama)
Alabama
$493K
FPF
220
First Pacific Financial
Washington
$493K
APG
221
Abacus Planning Group
South Carolina
$481K
Morgan Stanley
222
Morgan Stanley
New York
$477K
VI
223
VanderPol Investments
Michigan
$469K
GVAG
224
Great Valley Advisor Group
Delaware
$459K
NL
225
NWAM LLC
Washington
$456K