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Dimensional Global Real Estate ETF
DFGR

Overview Fund Activity

94 hedge funds and large institutions have $530M invested in Dimensional Global Real Estate ETF in 2023 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 51 increasing their positions, 9 reducing their positions, and 3 closing their positions.

Holders
94
Holders Change
+27
Holders Change %
+40.3%
% of All Funds
1.48%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.08%
New
31
Increased
51
Reduced
9
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FFM
1
Forum Financial Management
Illinois
$258M
2
WFAG
2
Wescott Financial Advisory Group
Pennsylvania
$26.8M
3
PO
3
Private Ocean
California
$17.7M
4
JFG
4
JMG Financial Group
Illinois
$22.4M
5
PCI
5
Planning Center Inc
Illinois
$10.1M

Top Sellers

1
LG
1
LAM Group
Oregon
$62.6K
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$0
3
FTUS
3
Flow Traders U.S.
New York
$0
4
PFO
4
Pathstone Family Office
New Jersey
$5.06M
5
OMC
5
Old Mission Capital
Illinois
$1.19M
Name Holding Trade Value Shares
Change 		Shares
Change %
BPA
26
Beacon Pointe Advisors
California
$2.08M +$1.39M +56,874 +200%
CPIG
27
Chicago Partners Investment Group
Illinois
$2.03M +$76.1K +3,074 +4%
VAS
28
Vestmark Advisory Solutions
Massachusetts
$2.02M +$642K +26,322 +47%
RRCM
29
Rappaport Reiches Capital Management
Illinois
$1.95M +$682K +27,954 +54%
IFA
30
Index Fund Advisors
California
$1.89M +$801K +32,861 +74%
AIS
31
American Investment Services
Massachusetts
$1.67M +$1.67M +68,474 New
GWA
32
Geometric Wealth Advisors
District of Columbia
$1.65M +$570K +22,540 +53%
WCWM
33
Willow Creek Wealth Management
California
$1.5M +$333K +13,638 +28%
CF
34
Corrigan Financial
Rhode Island
$1.48M +$497K +20,357 +50%
RGF
35
Retirement Guys Formula
Ohio
$1.45M +$125K +5,105 +9%
TWA
36
TCI Wealth Advisors
Arizona
$1.45M +$162K +6,654 +13%
SFP
37
Sterling Financial Planning
New Jersey
$1.41M +$546K +22,394 +64%
CCA
38
Column Capital Advisors
Indiana
$1.4M +$217K +8,913 +18%
CTWM
39
Cherry Tree Wealth Management
Minnesota
$1.39M +$1.39M +56,834 New
SRC
40
Sage Rhino Capital
California
$1.33M +$76K +3,116 +6%
EAM
41
Evanson Asset Management
California
$1.3M +$928K +38,044 +249%
OMC
42
Old Mission Capital
Illinois
$1.19M -$163K -6,692 -12%
VF
43
Vawter Financial
Ohio
$1.11M +$158K +6,474 +16%
AAP
44
Arax Advisory Partners
Colorado
$1.1M +$563K +23,083 +104%
WA
45
Wealth Architects
California
$1.04M +$1.04M +42,622 New
NRWA
46
North Ridge Wealth Advisors
Oregon
$961K +$961K +39,417 New
TFG
47
Tilson Financial Group
New Jersey
$888K +$888K +36,425 New
JPMorgan Chase & Co
48
JPMorgan Chase & Co
New York
$857K +$848K +34,776 +9,936%
USCWA
49
U.S. Capital Wealth Advisors
Texas
$823K -$47.2K -1,936 -5%
LFA
50
Level Financial Advisors
New York
$816K +$379K +15,530 +87%
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