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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
Raymond James Financial
201
Raymond James Financial
Florida
$408K
AWA
202
Acorn Wealth Advisors
Michigan
$406K
SAM
203
Smartleaf Asset Management
Massachusetts
$395K
D.E. Shaw & Co
204
D.E. Shaw & Co
New York
$391K
AssetMark Inc
205
AssetMark Inc
California
$382K
W
206
WorthPointe
California
$373K
USCWA
207
U.S. Capital Wealth Advisors
Texas
$362K
VI
208
VanderPol Investments
Michigan
$354K
LOPW
209
Live Oak Private Wealth
North Carolina
$353K
TWCA
210
Two West Capital Advisors
Kansas
$352K
CC
211
Copperleaf Capital
North Carolina
$346K
FOA
212
Five Oceans Advisors
California
$341K
MFG
213
MidWestOne Financial Group
Iowa
$322K
IAG
214
Investmark Advisory Group
Connecticut
$321K
SIMC
215
Squire Investment Management Company
Utah
$318K
Cambridge Investment Research Advisors
216
Cambridge Investment Research Advisors
Iowa
$313K
GFA
217
Grunden Financial Advisory
Texas
$306K
HighTower Advisors
218
HighTower Advisors
Illinois
$297K
CPA
219
Capital Performance Advisors
California
$293K
SW
220
Simplicity Wealth
New Jersey
$292K
RCAG
221
Rehmann Capital Advisory Group
Michigan
$291K
Brown Advisory
222
Brown Advisory
Maryland
$285K
VFP
223
Vested Financial Planning
California
$270K
MGW
224
MB Generational Wealth
Washington
$266K
DWM
225
Dopkins Wealth Management
New York
$258K