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Dimensional Global Real Estate ETF
DFGR

95 hedge funds and large institutions have $532M invested in Dimensional Global Real Estate ETF in 2023 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 52 increasing their positions, 9 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

933% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 3

478% more repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 9

102% more capital invested

Capital invested by funds: $263M → $532M (+$269M)

40% more funds holding

Funds holding: 68 → 95 (+27)

25% more funds holding in top 10

Funds holding in top 10: 4 → 5 (+1)

3.23% more ownership

Funds ownership: 76.68% → 79.91% (+3.2%)

Holders
95
Holders Change
+27
Holders Change %
+39.71%
% of All Funds
1.49%
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
52
Reduced
9
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
FFM
Forum Financial Management
Illinois
+$148M
2
WFAG
Wescott Financial Advisory Group
Pennsylvania
+$25.8M
3
PO
Private Ocean
California
+$14.7M
4
JFG
JMG Financial Group
Illinois
+$10.8M
5
PCI
Planning Center Inc
Illinois
+$10.1M

Top Sellers

Rank Fund Capital Flow
1
LG
LAM Group
Oregon
-$4.73M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.63M
3
FTUS
Flow Traders U.S.
New York
-$752K
4
PFO
Pathstone Family Office
New Jersey
-$399K
5
OMC
Old Mission Capital
Illinois
-$163K
Name Holding Trade Value Shares
Change 		Change in
Stake
BPA
26
Beacon Pointe Advisors
California
$2.08M +$1.39M +56,874 +200%
CPIG
27
Chicago Partners Investment Group
Illinois
$2.03M +$74.9K +3,074 +4%
VAS
28
Vestmark Advisory Solutions
Massachusetts
$2.02M +$641K +26,322 +47%
RRCM
29
Rappaport Reiches Capital Management
Illinois
$1.95M +$681K +27,954 +54%
IFA
30
Index Fund Advisors
California
$1.89M +$800K +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 +$549K +22,540 +53%
BEW
33
Burton Enright Welch
California
$1.54M +$483K +19,817 +46%
WCWM
34
Willow Creek Wealth Management
California
$1.5M +$332K +13,638 +28%
CF
35
Corrigan Financial
Rhode Island
$1.48M +$496K +20,357 +50%
RGF
36
Retirement Guys Formula
Ohio
$1.45M +$124K +5,105 +9%
TWA
37
TCI Wealth Advisors
Arizona
$1.45M +$162K +6,654 +13%
SFP
38
Sterling Financial Planning
New Jersey
$1.41M +$545K +22,394 +64%
CCA
39
Column Capital Advisors
Indiana
$1.4M +$217K +8,913 +18%
CTWM
40
Cherry Tree Wealth Management
Minnesota
$1.39M +$1.38M +56,834 New
SRC
41
Sage Rhino Capital
California
$1.33M +$75.9K +3,116 +6%
EAM
42
Evanson Asset Management
California
$1.3M +$927K +38,044 +249%
OMC
43
Old Mission Capital
Illinois
$1.19M -$163K -6,692 -12%
VF
44
Vawter Financial
Ohio
$1.11M +$158K +6,474 +16%
AAP
45
Arax Advisory Partners
Colorado
$1.1M +$562K +23,083 +104%
WA
46
Wealth Architects
California
$1.04M +$1.04M +42,622 New
NRWA
47
North Ridge Wealth Advisors
Oregon
$961K +$960K +39,417 New
TFG
48
Tilson Financial Group
New Jersey
$888K +$887K +36,425 New
JP Morgan Chase
49
JP Morgan Chase
New York
$857K +$847K +34,776 +9,936%
USCWA
50
U.S. Capital Wealth Advisors
Texas
$823K -$47.2K -1,936 -5%
1
2
3 4

DFGR Hedge Fund Activity: Q2 2023 in Review

95 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Dimensional Global Real Estate ETF (DFGR) for Q2 2023, worth a combined $532M — up 102% from $263M a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new DFGR positions and 3 closed out — a net gain of 28 holders — while 52 added to existing stakes and 9 trimmed.

The largest buyer was Forum Financial Management, adding an estimated $148M. The largest seller was LAM Group, cutting an estimated $4.73M.

  • 95 institutional investors held Dimensional Global Real Estate ETF (DFGR) as of Q2 2023, up from 68 in Q1 2023.
  • Funds reported $532M of Dimensional Global Real Estate ETF stock for Q2 2023, up 102% quarter-over-quarter.
  • 31 funds opened new Dimensional Global Real Estate ETF positions in Q2 2023 and 3 closed out, a net change of +28 holders.
  • The largest Dimensional Global Real Estate ETF buyer in Q2 2023 was Forum Financial Management, an estimated $148M added.
  • The largest Dimensional Global Real Estate ETF seller in Q2 2023 was LAM Group, an estimated $4.73M sold.

Based on aggregated 13F filings for Q2 2023.