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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
DWM
201
Diversify Wealth Management
Utah
$278K
RCAG
202
Rehmann Capital Advisory Group
Michigan
$278K
PS
203
Principal Securities
Iowa
$277K
Brown Advisory
204
Brown Advisory
Maryland
$274K
FOA
205
Five Oceans Advisors
California
$273K
AWA
206
Acorn Wealth Advisors
Michigan
$268K
CWMA
207
Capstone Wealth Management (Alabama)
Alabama
$267K
Susquehanna International Group
208
Susquehanna International Group
Pennsylvania
$260K
USCWA
209
U.S. Capital Wealth Advisors
Texas
$260K
CC
210
Copperleaf Capital
North Carolina
$256K
VI
211
VanderPol Investments
Michigan
$248K
GFA
212
Grunden Financial Advisory
Texas
$247K
MEG
213
Millstone Evans Group
Colorado
$232K
NL
214
NWAM LLC
Washington
$226K
VFP
215
Vested Financial Planning
California
$223K
SFS
216
Security Financial Services
Indiana
$219K
GJIA
217
Glass Jacobson Investment Advisors
Maryland
$212K
IA
218
IFG Advisors
Missouri
$210K
Morgan Stanley
219
Morgan Stanley
New York
$176K
Citigroup
220
Citigroup
New York
$175K
IA
221
IFP Advisors
Florida
$138K
MCM
222
MAI Capital Management
Ohio
$138K
Carson Wealth (CWM LLC)
223
Carson Wealth (CWM LLC)
Nebraska
$133K
Fidelity Investments
224
Fidelity Investments
Massachusetts
$61.8K
RLIM
225
Red Lighthouse Investment Management
New York
$60.6K