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Dimensional Global Real Estate ETF
DFGR

279 hedge funds and large institutions have $2.2B invested in Dimensional Global Real Estate ETF in 2025 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 184 increasing their positions, 47 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

291% more repeat investments, than reductions

Existing positions increased: 184 | Existing positions reduced: 47

162% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 13

8% more capital invested

Capital invested by funds: $2.04B → $2.2B (+$153M)

6% more funds holding

Funds holding: 262 → 279 (+17)

1.11% less ownership

Funds ownership: 81.02% → 79.91% (-1.1%)

6% less funds holding in top 10

Funds holding in top 10: 32 → 30 (-2)

Holders
279
Holders Change
+17
Holders Change %
+6.49%
% of All Funds
3.66%
Holding in Top 10
30
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-6.25%
% of All Funds
0.39%
New
34
Increased
184
Reduced
47
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SC
Savant Capital
Illinois
+$27.6M
2
FFM
Forum Financial Management
Illinois
+$25.3M
3
BPA
Beacon Pointe Advisors
California
+$17.2M
4
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$9.96M
5
JFG
JMG Financial Group
Illinois
+$9.71M

Top Sellers

1
AAP
Arax Advisory Partners
Colorado
-$17.6M
2
Corient Private Wealth
Corient Private Wealth
Florida
-$10.5M
3
Jane Street
Jane Street
New York
-$7.51M
4
VAS
Vestmark Advisory Solutions
Massachusetts
-$6.2M
5
AA
Armis Advisers
Georgia
-$5.63M
Name Holding Trade Value Shares
Change 		Change in
Stake
RCAG
226
Rehmann Capital Advisory Group
Michigan
$291K +$5.85K +216 +2%
Brown Advisory
227
Brown Advisory
Maryland
$285K – – –
VFP
228
Vested Financial Planning
California
$270K +$38.7K +1,430 +17%
MGW
229
MB Generational Wealth
Washington
$266K +$264K +9,738 New
DWM
230
Dopkins Wealth Management
New York
$258K +$30.7K +1,133 +14%
EP
231
Essential Planning
New Hampshire
$256K +$254K +9,369 New
I
232
INVST
Indiana
$245K +$39.1K +1,444 +19%
SFS
233
Security Financial Services
Indiana
$241K +$8.8K +325 +4%
Citigroup
234
Citigroup
New York
$237K +$44.4K +1,641 +23%
TWP
235
Triad Wealth Partners
Kansas
$235K +$233K +8,622 New
GJIA
236
Glass Jacobson Investment Advisors
Maryland
$234K -$11.3K -416 -5%
GS
237
GTS Securities
New York
$225K -$61.1K -2,258 -22%
IA
238
IFG Advisors
Missouri
$223K +$1.71K +63 +0.8%
HWA
239
HMV Wealth Advisors
Louisiana
$215K +$213K +7,875 New
CW
240
CreativeOne Wealth
Kansas
$213K +$211K +7,789 New
VPP
241
Vertex Planning Partners
Illinois
$210K +$208K +7,699 New
PS
242
Principal Securities
Iowa
$195K +$26.2K +966 +16%
RLIM
243
Red Lighthouse Investment Management
New York
$165K +$33.1K +1,222 +25%
Morgan Stanley
244
Morgan Stanley
New York
$161K -$9.23K -341 -5%
WTA
245
Washington Trust Advisors
Massachusetts
$153K +$151K +5,590 New
Carson Wealth (CWM LLC)
246
Carson Wealth (CWM LLC)
Nebraska
$135K -$3.38K -125 -2%
RFP
247
Root Financial Partners
California
$101K +$101K +3,712 New
Wells Fargo
248
Wells Fargo
California
$96K -$16K -590 -14%
UBS Group
249
UBS Group
Switzerland
$74.4K +$61.9K +2,285 +522%
MCM
250
MAI Capital Management
Ohio
$71.6K -$70.8K -2,616 -50%
8 9
10
11 12

DFGR Hedge Fund Activity: Q3 2025 in Review

279 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Dimensional Global Real Estate ETF (DFGR) for Q3 2025, worth a combined $2.2B — up 7.5% from $2.04B a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new DFGR positions and 13 closed out — a net gain of 21 holders — while 184 added to existing stakes and 47 trimmed.

The largest buyer was Savant Capital, adding an estimated $27.6M. The largest seller was Arax Advisory Partners, exiting entirely with an estimated $17.6M sold.

  • 279 institutional investors held Dimensional Global Real Estate ETF (DFGR) as of Q3 2025, up from 262 in Q2 2025.
  • Funds reported $2.2B of Dimensional Global Real Estate ETF stock for Q3 2025, up 7.5% quarter-over-quarter.
  • 34 funds opened new Dimensional Global Real Estate ETF positions in Q3 2025 and 13 closed out, a net change of +21 holders.
  • The largest Dimensional Global Real Estate ETF buyer in Q3 2025 was Savant Capital, an estimated $27.6M added.
  • The largest Dimensional Global Real Estate ETF seller in Q3 2025 was Arax Advisory Partners, an estimated $17.6M sold.

Based on aggregated 13F filings for Q3 2025.