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Dimensional Global Real Estate ETF
DFGR

Overview Fund Activity

38 hedge funds and large institutions have $167M invested in Dimensional Global Real Estate ETF in 2022 Q4 according to their latest regulatory filings, with 38 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
38
Holders Change
+38
Holders Change %
–
% of All Funds
0.61%
Holding in Top 10
3
Holding in Top 10 Change
+3
Holding in Top 10 Change %
%
% of All Funds
0.05%
New
38
Increased
–
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FFM
1
Forum Financial Management
Illinois
$90.8M
2
PFO
2
Pathstone Family Office
New Jersey
$10.5M
3
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$4.88M
4
RA
4
RFG Advisory
Alabama
$4.85M
5
AWP
5
Abacus Wealth Partners
California
$4.64M

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Shares
Change %
Citadel Advisors
26
Citadel Advisors
Florida
$421K +$421K +17,258 New
IFA
27
Index Fund Advisors
California
$386K +$386K +15,827 New
QHA
28
Quarry Hill Advisors
Minnesota
$338K +$338K +13,843 New
RRCM
29
Rappaport Reiches Capital Management
Illinois
$306K +$306K +12,529 New
W
30
WorthPointe
California
$278K +$278K +11,390 New
AFA
31
Alpha Financial Advisors
North Carolina
$275K +$275K +11,259 New
MWM
32
Meritas Wealth Management
California
$210K +$210K +8,614 New
LFG
33
Larson Financial Group
Missouri
$42.9K +$42.9K +1,757 New
RLIM
34
Red Lighthouse Investment Management
New York
$34.1K +$34.1K +1,398 New
MFC
35
Morris Financial Concepts
South Carolina
$21.4K +$21.4K +876 New
CT
36
Colonial Trust
South Carolina
$16.9K +$16.9K +691 New
RWM
37
Ruedi Wealth Management
Illinois
$4.63K +$4.63K +190 New
BAM
38
Belpointe Asset Management
Nevada
$1.03K +$1.03K +42 New
1
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