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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
AWM
251
AE Wealth Management
Kansas
$57.4K -$2.19K -81 -4%
PTC
252
Private Trust Company
Ohio
$54.6K – – –
SPIA
253
Steward Partners Investment Advisory
New York
$47.6K +$47.2K +1,742 New
MEG
254
Millstone Evans Group
Colorado
$37.1K -$55.2K -2,039 -60%
Fidelity Investments
255
Fidelity Investments
Massachusetts
$36.1K +$4.9K +181 +16%
CB
256
CNB Bank
Pennsylvania
$32.8K +$32.5K +1,200 New
National Bank of Canada
257
National Bank of Canada
Quebec, Canada
$31.4K +$2.57K +95 +9%
CT
258
Colonial Trust
South Carolina
$27.1K -$1.22K -45 -4%
Royal Bank of Canada
259
Royal Bank of Canada
Ontario, Canada
$26K +$4.74K +175 +23%
HWA
260
HHM Wealth Advisors
Tennessee
$25.5K +$25.3K +935 New
BCM
261
Blume Capital Management
California
$24.7K – – –
SWP
262
Strategic Wealth Partners
Ohio
$24.4K +$24.2K +892 New
MFT
263
Moisand Fitzgerald Tamayo
Florida
$22.8K – – –
PFBT
264
Parkside Financial Bank & Trust
Missouri
$21.3K – – –
HNB
265
Huntington National Bank
Ohio
$21K – – –
RPA
266
Redwood Park Advisors
California
$20.7K – – –
Northwestern Mutual Wealth Management
267
Northwestern Mutual Wealth Management
Wisconsin
$19.7K +$19.5K +720 New
CWP
268
Concord Wealth Partners
Virginia
$15.7K +$108 +4 +0.7%
HI
269
Harbour Investments
Wisconsin
$15.2K +$15.1K +556 New
LFG
270
Larson Financial Group
Missouri
$13.4K -$8.77K -324 -40%
EWP
271
Elevation Wealth Partners
California
$5.58K +$27 +1 +0.5%
ASN
272
Advisory Services Network
Georgia
$5.17K +$5.12K +189 New
OSAM
273
O'Shaughnessy Asset Management
Connecticut
$4.72K +$4.68K +173 New
RWA
274
Redmont Wealth Advisors
Illinois
$3.5K – – –
Comerica Bank
275
Comerica Bank
Texas
$3.44K – – –
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.