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Dimensional Global Real Estate ETF

262 hedge funds and large institutions have $2.04B invested in Dimensional Global Real Estate ETF in 2025 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 161 increasing their positions, 65 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

267% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 6

148% more repeat investments, than reductions

Existing positions increased: 161 | Existing positions reduced: 65

9% more capital invested

Capital invested by funds: $1.87B → $2.04B (+$170M)

5% more funds holding

Funds holding: 250262 (+12)

1.14% more ownership

Funds ownership: 79.88%81.02% (+1.1%)

6% less funds holding in top 10

Funds holding in top 10: 3432 (-2)

Holders
262
Holders Change
+12
Holders Change %
+4.8%
% of All Funds
3.45%
Holding in Top 10
32
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-5.88%
% of All Funds
0.42%
New
22
Increased
161
Reduced
65
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LOPW
226
Live Oak Private Wealth
North Carolina
$228K +$223K +8,507 New
VFP
227
Vested Financial Planning
California
$227K -$998 -38 -0.4%
DWM
228
Dopkins Wealth Management
New York
$223K +$219K +8,329 New
IA
229
IFG Advisors
Missouri
$217K +$2.68K +102 +1%
I
230
INVST
Indiana
$202K +$198K +7,525 New
Citigroup
231
Citigroup
New York
$189K +$9.61K +366 +5%
Morgan Stanley
232
Morgan Stanley
New York
$168K -$11.6K -443 -7%
PS
233
Principal Securities
Iowa
$166K -$122K -4,640 -43%
IA
234
IFP Advisors
Florida
$142K +$1.57K +60 +1%
MCM
235
MAI Capital Management
Ohio
$141K
Carson Wealth (CWM LLC)
236
Carson Wealth (CWM LLC)
Nebraska
$136K +$79 +3 +0.1%
RLIM
237
Red Lighthouse Investment Management
New York
$130K +$64.5K +2,457 +104%
Wells Fargo
238
Wells Fargo
California
$110K +$74.6K +2,843 +225%
MEG
239
Millstone Evans Group
Colorado
$91.2K -$143K -5,429 -61%
AWM
240
AE Wealth Management
Kansas
$58.5K +$55.8K +2,127 +3,867%
PTC
241
Private Trust Company
Ohio
$53.7K
Fidelity Investments
242
Fidelity Investments
Massachusetts
$30.6K -$31.8K -1,211 -51%
ETC
243
Exchange Traded Concepts
Oklahoma
$30.2K +$29.6K +1,126 New
National Bank of Canada
244
National Bank of Canada
Quebec, Canada
$28.5K +$8.27K +315 +42%
CT
245
Colonial Trust
South Carolina
$27.9K -$2.99K -114 -10%
Jones Financial Companies
246
Jones Financial Companies
Missouri
$26.7K +$26.2K +999 New
BCM
247
Blume Capital Management
California
$24.3K
MFT
248
Moisand Fitzgerald Tamayo
Florida
$22.4K
LFG
249
Larson Financial Group
Missouri
$21.9K -$7.69K -293 -26%
Royal Bank of Canada
250
Royal Bank of Canada
Ontario, Canada
$21K +$8.3K +316 +70%

DFGR Hedge Fund Activity: Q2 2025 in Review

262 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Dimensional Global Real Estate ETF (DFGR) for Q2 2025, worth a combined $2.04B — up 9.1% from $1.87B a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new DFGR positions and 6 closed out — a net gain of 16 holders — while 161 added to existing stakes and 65 trimmed.

The largest buyer was Savant Capital, adding an estimated $32.3M. The largest seller was Corient Private Wealth, cutting an estimated $8.47M.

  • 262 institutional investors held Dimensional Global Real Estate ETF (DFGR) as of Q2 2025, up from 250 in Q1 2025.
  • Funds reported $2.04B of Dimensional Global Real Estate ETF stock for Q2 2025, up 9.1% quarter-over-quarter.
  • 22 funds opened new Dimensional Global Real Estate ETF positions in Q2 2025 and 6 closed out, a net change of +16 holders.
  • The largest Dimensional Global Real Estate ETF buyer in Q2 2025 was Savant Capital, an estimated $32.3M added.
  • The largest Dimensional Global Real Estate ETF seller in Q2 2025 was Corient Private Wealth, an estimated $8.47M sold.

Based on aggregated 13F filings for Q2 2025.