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Dimensional Global Real Estate ETF
DFGR

68 hedge funds and large institutions have $263M invested in Dimensional Global Real Estate ETF in 2023 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 29 increasing their positions, 3 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

867% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 3

750% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 4

79% more funds holding

Funds holding: 38 → 68 (+30)

57% more capital invested

Capital invested by funds: $167M → $263M (+$95.7M)

33% more funds holding in top 10

Funds holding in top 10: 3 → 4 (+1)

16.76% less ownership

Funds ownership: 93.44% → 76.68% (-17%)

Holders
68
Holders Change
+30
Holders Change %
+78.95%
% of All Funds
1.08%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
34
Increased
29
Reduced
3
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
FFM
Forum Financial Management
Illinois
+$19.4M
2
Corient Private Wealth
Corient Private Wealth
Florida
+$16.1M
3
JFG
JMG Financial Group
Illinois
+$12M
4
MFWP
Mosaic Family Wealth Partners
Missouri
+$10.4M
5
RCI
RS Crum Inc
California
+$7.64M

Top Sellers

Rank Fund Capital Flow
1
PFO
Pathstone Family Office
New Jersey
-$5.2M
2
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$4.88M
3
AWP
Abacus Wealth Partners
California
-$4.64M
4
FTUS
Flow Traders U.S.
New York
-$1.89M
5
Citadel Advisors
Citadel Advisors
Florida
-$421K
Name Holding Trade Value Shares
Change 		Change in
Stake
OMC
26
Old Mission Capital
Illinois
$1.37M +$97.6K +3,863 +7%
RGF
27
Retirement Guys Formula
Ohio
$1.33M +$5.28K +209 +0.4%
TWA
28
TCI Wealth Advisors
Arizona
$1.29M +$732K +28,970 +122%
RRCM
29
Rappaport Reiches Capital Management
Illinois
$1.28M +$1M +39,663 +317%
SRC
30
Sage Rhino Capital
California
$1.26M +$29.4K +1,162 +2%
CCA
31
Column Capital Advisors
Indiana
$1.19M +$212K +8,409 +21%
WCWM
32
Willow Creek Wealth Management
California
$1.18M +$1.21M +48,033 New
IFA
33
Index Fund Advisors
California
$1.09M +$726K +28,732 +182%
BEW
34
Burton Enright Welch
California
$1.06M +$1.09M +43,150 New
GWA
35
Geometric Wealth Advisors
District of Columbia
$1.05M +$1.08M +42,576 New
WFAG
36
Wescott Financial Advisory Group
Pennsylvania
$1.04M +$1.07M +42,390 New
CF
37
Corrigan Financial
Rhode Island
$992K +$1.02M +40,390 New
AFA
38
Alpha Financial Advisors
North Carolina
$967K +$711K +28,139 +250%
VF
39
Vawter Financial
Ohio
$963K +$991K +39,239 New
USCWA
40
U.S. Capital Wealth Advisors
Texas
$876K +$902K +35,684 New
SFP
41
Sterling Financial Planning
New Jersey
$865K +$890K +35,241 New
CCA
42
Cravens & Co Advisors
Tennessee
$758K +$262K +10,356 +50%
FTUS
43
Flow Traders U.S.
New York
$752K -$1.89M -74,654 -71%
TWP
44
Total Wealth Planning
Ohio
$718K +$739K +29,243 New
BPA
45
Beacon Pointe Advisors
California
$699K +$719K +28,470 New
AP
46
Adero Partners
California
$632K +$650K +25,738 New
AAP
47
Arax Advisory Partners
Colorado
$542K +$558K +22,097 New
QFA
48
Quantum Financial Advisors
California
$538K +$554K +21,930 New
FPCG
49
Forum Private Client Group
Indiana
$515K +$530K +20,987 New
MWM
50
Modera Wealth Management
New Jersey
$503K +$517K +20,470 New
1
2
3

DFGR Hedge Fund Activity: Q1 2023 in Review

68 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Dimensional Global Real Estate ETF (DFGR) for Q1 2023, worth a combined $263M — up 57% from $167M a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new DFGR positions and 4 closed out — a net gain of 30 holders — while 29 added to existing stakes and 3 trimmed.

The largest buyer was Forum Financial Management, adding an estimated $19.4M. The largest seller was Pathstone Family Office, cutting an estimated $5.2M.

  • 68 institutional investors held Dimensional Global Real Estate ETF (DFGR) as of Q1 2023, up from 38 in Q4 2022.
  • Funds reported $263M of Dimensional Global Real Estate ETF stock for Q1 2023, up 57% quarter-over-quarter.
  • 34 funds opened new Dimensional Global Real Estate ETF positions in Q1 2023 and 4 closed out, a net change of +30 holders.
  • The largest Dimensional Global Real Estate ETF buyer in Q1 2023 was Forum Financial Management, an estimated $19.4M added.
  • The largest Dimensional Global Real Estate ETF seller in Q1 2023 was Pathstone Family Office, an estimated $5.2M sold.

Based on aggregated 13F filings for Q1 2023.