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Dimensional Global Real Estate ETF
DFGR

Overview Fund Activity

102 hedge funds and large institutions have $660M invested in Dimensional Global Real Estate ETF in 2023 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 71 increasing their positions, 8 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
102
Holders Change
+8
Holders Change %
+8.51%
% of All Funds
1.63%
Holding in Top 10
11
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+120%
% of All Funds
0.18%
New
18
Increased
71
Reduced
8
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FFM
1
Forum Financial Management
Illinois
$278M
2
JFG
2
JMG Financial Group
Illinois
$37.4M
3
LPL Financial
3
LPL Financial
California
$11.8M
4
PO
4
Private Ocean
California
$27.9M
5
AAP
5
Arax Advisory Partners
Colorado
$12.4M

Top Sellers

1
Jane Street
1
Jane Street
New York
$3.73M
2
CHP
2
Cable Hill Partners
Oregon
$757K
3
FPCG
3
Forum Private Client Group
Indiana
$0
4
VF
4
Vawter Financial
Ohio
$604K
5
CCA
5
Cravens & Co Advisors
Tennessee
$447K
Name Holding Trade Value Shares
Change 		Shares
Change %
TWP
26
Total Wealth Planning
Ohio
$4.38M +$1.6M +71,499 +58%
Envestnet Asset Management
27
Envestnet Asset Management
Illinois
$3.8M +$67.9K +3,028 +2%
Jane Street
28
Jane Street
New York
$3.73M -$7.22M -322,368 -66%
WWP
29
Waypoint Wealth Partners
California
$3.73M +$50.8K +2,265 +1%
Osaic Holdings
30
Osaic Holdings
Arizona
$3.61M +$214K +9,548 +6%
KF
31
Krilogy Financial
Missouri
$2.96M +$538K +23,998 +22%
AFA
32
Alpha Financial Advisors
North Carolina
$2.68M +$552K +24,631 +26%
VAS
33
Vestmark Advisory Solutions
Massachusetts
$2.56M +$706K +31,500 +38%
BPA
34
Beacon Pointe Advisors
California
$2.44M +$526K +23,457 +27%
TWA
35
TCI Wealth Advisors
Arizona
$2.33M +$1M +44,722 +75%
RRCM
36
Rappaport Reiches Capital Management
Illinois
$2.33M +$534K +23,848 +30%
EAM
37
Evanson Asset Management
California
$2.31M +$1.12M +49,785 +93%
CPIG
38
Chicago Partners Investment Group
Illinois
$2.26M +$508K +23,775 +29%
AIS
39
American Investment Services
Massachusetts
$2.12M +$584K +26,081 +38%
AF
40
Advisornet Financial
Minnesota
$2.11M +$762 +34 +0%
WCWM
41
Willow Creek Wealth Management
California
$1.93M +$551K +24,587 +40%
GWA
42
Geometric Wealth Advisors
District of Columbia
$1.93M +$469K +20,914 +32%
WA
43
Wealth Architects
California
$1.89M +$939K +41,895 +98%
OMC
44
Old Mission Capital
Illinois
$1.74M +$642K +28,670 +59%
CF
45
Corrigan Financial
Rhode Island
$1.73M +$370K +16,501 +27%
HIGP
46
Hill Investment Group Partners
Missouri
$1.62M +$1.62M +72,179 New
SFP
47
Sterling Financial Planning
New Jersey
$1.52M +$232K +10,347 +18%
CCA
48
Column Capital Advisors
Indiana
$1.52M +$234K +10,421 +18%
SIC
49
SJS Investment Consulting
Ohio
$1.35M +$1.32M +58,801 +4,700%
TFG
50
Tilson Financial Group
New Jersey
$1.34M +$523K +23,351 +64%
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