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Dimensional Global Real Estate ETF

308 hedge funds and large institutions have $2.45B invested in Dimensional Global Real Estate ETF in 2025 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 197 increasing their positions, 51 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
308
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
32
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
HCM
201
Hutchinson Capital Management
California
$645K
MGW
202
MB Generational Wealth
Washington
$643K
FWMP
203
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$631K
Truist Financial
204
Truist Financial
North Carolina
$627K
SC
205
Shearwater Capital
Colorado
$622K
DWM
206
Diversify Wealth Management
Utah
$591K
CFO
207
Collective Family Office
Pennsylvania
$584K
SWM
208
Seaside Wealth Management
California
$570K
EH
209
Equitable Holdings
New York
$565K
DWA
210
Delap Wealth Advisory
Oregon
$555K
KCWM
211
Kane Co Wealth Management
Iowa
$551K
FG
212
Foster Group
Iowa
$540K
HA
213
Heffernan Advisory
Arizona
$532K
MA
214
McGrath & Associates
North Carolina
$515K
TFA
215
TandemGrowth Financial Advisors
Georgia
$514K
JTWM
216
Jackson Thornton Wealth Management
Alabama
$514K
SPIA
217
Steward Partners Investment Advisory
New York
$511K
OP
218
Oath Planning
Oklahoma
$510K
APW
219
Austin Private Wealth
Texas
$502K
AFC
220
Ares Financial Consulting
California
$495K
CWMA
221
Capstone Wealth Management (Alabama)
Alabama
$493K
FPF
222
First Pacific Financial
Washington
$493K
APG
223
Abacus Planning Group
South Carolina
$481K
Morgan Stanley
224
Morgan Stanley
New York
$477K
VI
225
VanderPol Investments
Michigan
$469K