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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
FFM
1
Forum Financial Management
Illinois
$374M
SC
2
Savant Capital
Illinois
$144M
JFG
3
JMG Financial Group
Illinois
$126M
Focus Partners Wealth
4
Focus Partners Wealth
Massachusetts
$84.9M
WANY
5
Wealthspire Advisors (New York)
New York
$64.3M
BJL
6
Brighton Jones LLC
Washington
$55.4M
LFA
7
LifeGuide Financial Advisors
Pennsylvania
$55M
DPW
8
DiNuzzo Private Wealth
Pennsylvania
$42.5M
TWA
9
TCI Wealth Advisors
Arizona
$42.5M
Corient Private Wealth
10
Corient Private Wealth
Florida
$33.9M
FPAS
11
Focus Partners Advisor Solutions
Missouri
$30.7M
WFAG
12
Wescott Financial Advisory Group
Pennsylvania
$25.4M
LPL Financial
13
LPL Financial
California
$24.8M
SFS
14
Summit Financial Strategies
Ohio
$21.2M
VP
15
Verisail Partners
Georgia
$20.2M
W
16
WPWealth
Texas
$20M
QFA
17
Quantum Financial Advisors
California
$19.4M
OIA
18
OneDigital Investment Advisors
Kansas
$19.3M
IFA
19
Index Fund Advisors
California
$18.8M
RCI
20
RS Crum Inc
California
$17.9M
RK
21
Rather & Kittrell
Tennessee
$17.6M
GWWM
22
Great Waters Wealth Management
Minnesota
$17.2M
CCMI
23
Creative Capital Management Investments
California
$17M
AAP
24
Arax Advisory Partners
Colorado
$17M
TWP
25
Total Wealth Planning
Ohio
$14.1M