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Dimensional Global Real Estate ETF
DFGR

Overview Fund Activity

67 hedge funds and large institutions have $262M invested in Dimensional Global Real Estate ETF in 2023 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 29 increasing their positions, 3 reducing their positions, and 4 closing their positions.

Holders
67
Holders Change
+29
Holders Change %
+76.32%
% of All Funds
1.07%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
33
Increased
29
Reduced
3
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FFM
1
Forum Financial Management
Illinois
$110M
2
Corient Private Wealth
2
Corient Private Wealth
Florida
$29.5M
3
JFG
3
JMG Financial Group
Illinois
$11.7M
4
MFWP
4
Mosaic Family Wealth Partners
Missouri
$10.1M
5
RCI
5
RS Crum Inc
California
$8.33M

Top Sellers

1
PFO
1
Pathstone Family Office
New Jersey
$5.5M
2
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$0
3
AWP
3
Abacus Wealth Partners
California
$0
4
FTUS
4
Flow Traders U.S.
New York
$752K
5
Citadel Advisors
5
Citadel Advisors
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
OMC
26
Old Mission Capital
Illinois
$1.37M +$94.8K +3,863 +7%
RGF
27
Retirement Guys Formula
Ohio
$1.33M +$5.13K +209 +0.4%
TWA
28
TCI Wealth Advisors
Arizona
$1.29M +$711K +28,970 +122%
RRCM
29
Rappaport Reiches Capital Management
Illinois
$1.28M +$974K +39,663 +317%
SRC
30
Sage Rhino Capital
California
$1.26M +$28.5K +1,162 +2%
CCA
31
Column Capital Advisors
Indiana
$1.19M +$206K +8,409 +21%
WCWM
32
Willow Creek Wealth Management
California
$1.18M +$1.18M +48,033 New
IFA
33
Index Fund Advisors
California
$1.09M +$705K +28,732 +182%
GWA
34
Geometric Wealth Advisors
District of Columbia
$1.05M +$1.05M +42,576 New
WFAG
35
Wescott Financial Advisory Group
Pennsylvania
$1.04M +$1.04M +42,390 New
CF
36
Corrigan Financial
Rhode Island
$992K +$992K +40,390 New
AFA
37
Alpha Financial Advisors
North Carolina
$967K +$691K +28,139 +250%
VF
38
Vawter Financial
Ohio
$963K +$963K +39,239 New
USCWA
39
U.S. Capital Wealth Advisors
Texas
$876K +$876K +35,684 New
SFP
40
Sterling Financial Planning
New Jersey
$865K +$865K +35,241 New
CCA
41
Cravens & Co Advisors
Tennessee
$758K +$254K +10,356 +50%
FTUS
42
Flow Traders U.S.
New York
$752K -$1.83M -74,654 -71%
TWP
43
Total Wealth Planning
Ohio
$718K +$718K +29,243 New
BPA
44
Beacon Pointe Advisors
California
$699K +$699K +28,470 New
AP
45
Adero Partners
California
$632K +$632K +25,738 New
AAP
46
Arax Advisory Partners
Colorado
$542K +$542K +22,097 New
QFA
47
Quantum Financial Advisors
California
$538K +$538K +21,930 New
FPCG
48
Forum Private Client Group
Indiana
$515K +$515K +20,987 New
MWM
49
Modera Wealth Management
New Jersey
$503K +$503K +20,470 New
LFA
50
Level Financial Advisors
New York
$440K +$440K +17,940 New
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