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Dimensional Global Real Estate ETF

250 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, 151 increasing their positions, 60 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

152% more repeat investments, than reductions

Existing positions increased: 151 | Existing positions reduced: 60

71% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 14

26% more funds holding in top 10

Funds holding in top 10: 2734 (+7)

12% more capital invested

Capital invested by funds: $1.68B → $1.87B (+$195M)

3% more funds holding

Funds holding: 243250 (+7)

0.8% less ownership

Funds ownership: 80.67%79.88% (-0.8%)

Holders
250
Holders Change
+7
Holders Change %
+2.88%
% of All Funds
3.35%
Holding in Top 10
34
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+25.93%
% of All Funds
0.46%
New
24
Increased
151
Reduced
60
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RLIM
226
Red Lighthouse Investment Management
New York
$60.6K -$19.3K -741 -24%
PTC
227
Private Trust Company
Ohio
$52.5K
Wells Fargo
228
Wells Fargo
California
$33.2K -$104K -3,973 -76%
CT
229
Colonial Trust
South Carolina
$30.3K +$990 +38 +3%
LFG
230
Larson Financial Group
Missouri
$29.1K -$12.1K -463 -29%
BCM
231
Blume Capital Management
California
$23.8K +$23.6K +905 New
US Bancorp
232
US Bancorp
Minnesota
$23.4K
MFT
233
Moisand Fitzgerald Tamayo
Florida
$21.9K -$3.83K -147 -15%
PFBT
234
Parkside Financial Bank & Trust
Missouri
$20.5K +$20.3K +779 New
National Bank of Canada
235
National Bank of Canada
Quebec, Canada
$19.4K +$7.95K +305 +70%
Bank of Montreal
236
Bank of Montreal
Ontario, Canada
$15.3K +$15.2K +582 New
CWP
237
Concord Wealth Partners
Virginia
$14.9K +$26 +1 +0.2%
Northwestern Mutual Wealth Management
238
Northwestern Mutual Wealth Management
Wisconsin
$13.2K +$13.1K +503 New
Royal Bank of Canada
239
Royal Bank of Canada
Ontario, Canada
$12K -$8.05K -309 -41%
RPA
240
Redwood Park Advisors
California
$11.7K -$116K -4,439 -91%
UBS Group
241
UBS Group
Switzerland
$11.5K
EWP
242
Elevation Wealth Partners
California
$5.29K +$26 +1 +0.5%
SIS
243
Strategic Investment Solutions
Illinois
$4.04K -$521 -20 -11%
OSAM
244
O'Shaughnessy Asset Management
Connecticut
$3.65K
RWA
245
Redmont Wealth Advisors
Illinois
$3.36K +$3.34K +128 New
Comerica Bank
246
Comerica Bank
Texas
$3.23K -$156 -6 -5%
ACA
247
Aptus Capital Advisors
Alabama
$2.52K
AWM
248
AE Wealth Management
Kansas
$1.44K
BlackRock
249
BlackRock
New York
$1.13K
VWWMG
250
Vermillion & White Wealth Management Group
Pennsylvania
$604 -$5.21K -200 -90%

DFGR Hedge Fund Activity: Q1 2025 in Review

250 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Dimensional Global Real Estate ETF (DFGR) for Q1 2025, worth a combined $1.87B — up 12% from $1.68B a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new DFGR positions and 14 closed out — a net gain of 10 holders — while 151 added to existing stakes and 60 trimmed.

The largest buyer was LifeGuide Financial Advisors, opening a new position worth an estimated $54.6M. The largest seller was Jane Street, cutting an estimated $16.4M.

  • 250 institutional investors held Dimensional Global Real Estate ETF (DFGR) as of Q1 2025, up from 243 in Q4 2024.
  • Funds reported $1.87B of Dimensional Global Real Estate ETF stock for Q1 2025, up 12% quarter-over-quarter.
  • 24 funds opened new Dimensional Global Real Estate ETF positions in Q1 2025 and 14 closed out, a net change of +10 holders.
  • The largest Dimensional Global Real Estate ETF buyer in Q1 2025 was LifeGuide Financial Advisors, an estimated $54.6M added.
  • The largest Dimensional Global Real Estate ETF seller in Q1 2025 was Jane Street, an estimated $16.4M sold.

Based on aggregated 13F filings for Q1 2025.