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McLean Today
By the People, for the People
McLean Asset Management Boosts Stake in Dimensional Global Real Estate ETF
The investment firm increased its holdings in the actively managed real estate fund by over 350% in Q4 2025.
Apr. 2, 2026 at 10:24am
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McLean Asset Management Corp significantly increased its stake in the Dimensional Global Real Estate ETF (DFGR) during the fourth quarter of 2025, boosting its holdings by 352.9% to 147,616 shares. The ETF, which focuses on a diversified selection of U.S. and foreign real estate companies, now makes up 0.7% of McLean Asset Management's portfolio, making it the firm's 24th largest holding.
Why it matters
This move by McLean Asset Management suggests the firm sees strong growth potential in the global real estate sector, as represented by the actively managed DFGR ETF. The substantial increase in their position could signal broader institutional investor confidence in the real estate market's outlook.
The details
According to a filing with the SEC, McLean Asset Management Corp acquired an additional 115,025 shares of the Dimensional Global Real Estate ETF during Q4 2025. This brought the firm's total holdings in DFGR to 147,616 shares, worth approximately $3.98 million and representing 0.13% ownership of the ETF.
- McLean Asset Management Corp disclosed its increased stake in Dimensional Global Real Estate ETF in a filing with the SEC on April 2, 2026.
The players
McLean Asset Management Corp
An investment management firm based in Illinois that oversees over $5 billion in client assets.
Dimensional Global Real Estate ETF (DFGR)
An actively managed exchange-traded fund that invests in a diversified portfolio of global real estate companies, with a focus on real estate investment trusts (REITs).
The takeaway
McLean Asset Management's substantial increase in its DFGR position suggests the firm sees strong growth potential in the global real estate market. This could signal broader institutional confidence in the real estate sector's outlook, as represented by the actively managed Dimensional Global Real Estate ETF.
