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Dimensional Global Real Estate ETF
DFGR

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

93.44% more ownership

Funds ownership: 0% → 93.44% (+93%)

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
Forum Financial Management
Illinois
+$91.8M
2
PFO
Pathstone Family Office
New Jersey
+$10.6M
3
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$4.93M
4
AWP
Abacus Wealth Partners
California
+$4.69M
5
Jane Street
Jane Street
New York
+$4.63M

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
Citadel Advisors
26
Citadel Advisors
Florida
$421K +$426K +17,258 New
IFA
27
Index Fund Advisors
California
$386K +$390K +15,827 New
QHA
28
Quarry Hill Advisors
Minnesota
$338K +$341K +13,843 New
RRCM
29
Rappaport Reiches Capital Management
Illinois
$306K +$309K +12,529 New
W
30
WorthPointe
California
$278K +$281K +11,390 New
AFA
31
Alpha Financial Advisors
North Carolina
$275K +$278K +11,259 New
MWM
32
Meritas Wealth Management
California
$210K +$212K +8,614 New
LFG
33
Larson Financial Group
Missouri
$42.9K +$43.3K +1,757 New
RLIM
34
Red Lighthouse Investment Management
New York
$34.1K +$34.5K +1,398 New
MFC
35
Morris Financial Concepts
South Carolina
$21.4K +$21.6K +876 New
CT
36
Colonial Trust
South Carolina
$16.9K +$17K +691 New
RWM
37
Ruedi Wealth Management
Illinois
$4.63K +$4.69K +190 New
BAM
38
Belpointe Asset Management
Nevada
$1.02K +$1.04K +42 New
1
2

DFGR Hedge Fund Activity: Q4 2022 in Review

38 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Dimensional Global Real Estate ETF (DFGR) for Q4 2022, worth a combined $167M.

Buyers outnumbered sellers: 38 funds opened new DFGR positions and 0 closed out — a net gain of 38 holders — while 0 added to existing stakes and 0 trimmed.

The largest buyer was Forum Financial Management, opening a new position worth an estimated $91.8M.

  • 38 institutional investors held Dimensional Global Real Estate ETF (DFGR) as of Q4 2022, up from 0 in Q3 2022.
  • Funds reported $167M of Dimensional Global Real Estate ETF stock for Q4 2022.
  • 38 funds opened new Dimensional Global Real Estate ETF positions in Q4 2022 and 0 closed out, a net change of +38 holders.
  • The largest Dimensional Global Real Estate ETF buyer in Q4 2022 was Forum Financial Management, an estimated $91.8M added.

Based on aggregated 13F filings for Q4 2022.