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Dimensional Global Real Estate ETF
DFGR

Overview Fund Activity

256 hedge funds and large institutions have $2.02B invested in Dimensional Global Real Estate ETF in 2025 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 159 increasing their positions, 64 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
256
Holders Change
+7
Holders Change %
+2.81%
% of All Funds
3.43%
Holding in Top 10
31
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-8.82%
% of All Funds
0.42%
New
20
Increased
159
Reduced
64
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SC
Savant Capital
Illinois
+$32.8M
2
RWM
Rockwood Wealth Management
Pennsylvania
+$9.38M
3
TWA
TCI Wealth Advisors
Arizona
+$8.44M
4
FFM
Forum Financial Management
Illinois
+$7.74M
5
VAS
Vestmark Advisory Solutions
Massachusetts
+$7.49M

Top Sellers

1
Corient Private Wealth
Corient Private Wealth
Florida
-$8.66M
2
VF
Vawter Financial
Ohio
-$4.07M
3
Mercer Global Advisors
Mercer Global Advisors
Colorado
-$3.07M
4
PCA
Prosperity Capital Advisors
Ohio
-$2.91M
5
Jane Street
Jane Street
New York
-$2.87M
Name Holding Trade Value Shares
Change 		Shares
Change %
Citigroup
226
Citigroup
New York
$189K +$9.82K +366 +5%
Morgan Stanley
227
Morgan Stanley
New York
$168K -$11.9K -443 -7%
PS
228
Principal Securities
Iowa
$166K -$124K -4,640 -43%
IA
229
IFP Advisors
Florida
$142K +$1.61K +60 +1%
MCM
230
MAI Capital Management
Ohio
$141K – – –
Carson Wealth (CWM LLC)
231
Carson Wealth (CWM LLC)
Nebraska
$136K +$81 +3 +0.1%
RLIM
232
Red Lighthouse Investment Management
New York
$130K +$65.9K +2,457 +104%
Wells Fargo
233
Wells Fargo
California
$110K +$76.3K +2,843 +225%
MEG
234
Millstone Evans Group
Colorado
$91.2K -$146K -5,429 -61%
AWM
235
AE Wealth Management
Kansas
$58.5K +$57.1K +2,127 +3,867%
PTC
236
Private Trust Company
Ohio
$53.7K – – –
Fidelity Investments
237
Fidelity Investments
Massachusetts
$30.6K -$32.5K -1,211 -51%
ETC
238
Exchange Traded Concepts
Oklahoma
$30.2K +$30.2K +1,126 New
National Bank of Canada
239
National Bank of Canada
Quebec, Canada
$28.5K +$8.5K +315 +42%
CT
240
Colonial Trust
South Carolina
$27.9K -$3.06K -114 -10%
Jones Financial Companies
241
Jones Financial Companies
Missouri
$26.7K +$26.7K +999 New
BCM
242
Blume Capital Management
California
$24.3K – – –
MFT
243
Moisand Fitzgerald Tamayo
Florida
$22.4K – – –
LFG
244
Larson Financial Group
Missouri
$21.9K -$7.86K -293 -26%
Royal Bank of Canada
245
Royal Bank of Canada
Ontario, Canada
$21K +$8.68K +316 +70%
PFBT
246
Parkside Financial Bank & Trust
Missouri
$20.9K – – –
RPA
247
Redwood Park Advisors
California
$20.4K +$8.45K +315 +71%
CWP
248
Concord Wealth Partners
Virginia
$15.3K +$107 +4 +0.7%
UBS Group
249
UBS Group
Switzerland
$11.8K – – –
Bank of Montreal
250
Bank of Montreal
Ontario, Canada
$10.4K -$5.18K -193 -33%
7 8 9
10
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