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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
FWP
201
Firethorn Wealth Partners
Georgia
$675K -$10.3K -383 -1%
PAG
202
Private Advisor Group
New Jersey
$667K -$181K -6,700 -21%
SAM
203
Smartleaf Asset Management
Massachusetts
$646K +$262K +9,720 +67%
HCM
204
Hutchinson Capital Management
California
$645K +$58K +2,152 +10%
MGW
205
MB Generational Wealth
Washington
$643K +$394K +14,600 +150%
FWMP
206
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$631K -$113K -4,180 -15%
Truist Financial
207
Truist Financial
North Carolina
$627K -$1.08K -40 -0.2%
SC
208
Shearwater Capital
Colorado
$622K +$53.5K +1,983 +9%
DWM
209
Diversify Wealth Management
Utah
$591K +$100K +3,710 +20%
CFO
210
Collective Family Office
Pennsylvania
$584K +$89.5K +3,319 +18%
SWM
211
Seaside Wealth Management
California
$570K -$24.8K -919 -4%
EH
212
Equitable Holdings
New York
$565K +$61.8K +2,291 +12%
DWA
213
Delap Wealth Advisory
Oregon
$555K -$24.2K -897 -4%
KCWM
214
Kane Co Wealth Management
Iowa
$551K +$563K +20,872 New
FG
215
Foster Group
Iowa
$540K +$46.3K +1,715 +9%
HA
216
Heffernan Advisory
Arizona
$532K +$543K +20,130 New
MA
217
McGrath & Associates
North Carolina
$515K -$87.3K -3,235 -14%
TFA
218
TandemGrowth Financial Advisors
Georgia
$514K +$525K +19,468 New
JTWM
219
Jackson Thornton Wealth Management
Alabama
$514K +$270 +10 +0.1%
SPIA
220
Steward Partners Investment Advisory
New York
$511K +$475K +17,608 +1,011%
OP
221
Oath Planning
Oklahoma
$510K +$520K +19,298 New
APW
222
Austin Private Wealth
Texas
$502K +$22K +816 +4%
AFC
223
Ares Financial Consulting
California
$495K +$505K +18,740 New
CWMA
224
Capstone Wealth Management (Alabama)
Alabama
$493K +$38.1K +1,414 +8%
FPF
225
First Pacific Financial
Washington
$493K +$6.85K +254 +1%