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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
FFM
1
Forum Financial Management
Illinois
$440M
SC
2
Savant Capital
Illinois
$276M
JFG
3
JMG Financial Group
Illinois
$151M
Focus Partners Wealth
4
Focus Partners Wealth
Massachusetts
$106M
WANY
5
Wealthspire Advisors (New York)
New York
$72.5M
TWA
6
TCI Wealth Advisors
Arizona
$70.1M
BJL
7
Brighton Jones LLC
Washington
$69M
LFA
8
LifeGuide Financial Advisors
Pennsylvania
$63.9M
DPW
9
DiNuzzo Private Wealth
Pennsylvania
$48M
MPW
10
MASECO Private Wealth
$38.9M
Corient Private Wealth
11
Corient Private Wealth
Florida
$36.1M
LPL Financial
12
LPL Financial
California
$30.8M
RK
13
Rather & Kittrell
Tennessee
$27.2M
WFAG
14
Wescott Financial Advisory Group
Pennsylvania
$25.7M
SFS
15
Summit Financial Strategies
Ohio
$25.3M
W
16
WPWealth
Texas
$24.6M
BPA
17
Beacon Pointe Advisors
California
$24.2M
RWM
18
Rockwood Wealth Management
Pennsylvania
$23.8M
GWMT
19
Guardian Wealth Management (Tennessee)
Tennessee
$23.1M
IFA
20
Index Fund Advisors
California
$22.6M
FPI
21
Financial Plan Inc
Washington
$22.5M
VP
22
Verisail Partners
Georgia
$22.3M
GWWM
23
Great Waters Wealth Management
Minnesota
$22M
CCMI
24
Creative Capital Management Investments
California
$21.3M
OIA
25
OneDigital Investment Advisors
Kansas
$21.2M