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Dimensional Global Real Estate ETF
DFGR

103 hedge funds and large institutions have $661M 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, 9 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

689% more repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 9

120% more funds holding in top 10

Funds holding in top 10: 5 → 11 (+6)

80% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 10

24% more capital invested

Capital invested by funds: $532M → $661M (+$129M)

8% more funds holding

Funds holding: 95 → 103 (+8)

0.96% less ownership

Funds ownership: 79.91% → 78.96% (-0.96%)

Holders
103
Holders Change
+8
Holders Change %
+8.42%
% 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
0.17%
New
18
Increased
71
Reduced
9
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FFM
Forum Financial Management
Illinois
+$44.2M
2
JFG
JMG Financial Group
Illinois
+$18.1M
3
LPL Financial
LPL Financial
California
+$12.7M
4
PO
Private Ocean
California
+$12.6M
5
AAP
Arax Advisory Partners
Colorado
+$12.3M

Top Sellers

1
Jane Street
Jane Street
New York
-$7.8M
2
CHP
Cable Hill Partners
Oregon
-$6.51M
3
BEW
Burton Enright Welch
California
-$720K
4
FPCG
Forum Private Client Group
Indiana
-$658K
5
VF
Vawter Financial
Ohio
-$454K
Name Holding Trade Value Shares
Change 		Change in
Stake
TWP
26
Total Wealth Planning
Ohio
$4.38M +$1.73M +71,499 +58%
Envestnet Asset Management
27
Envestnet Asset Management
Illinois
$3.8M +$73.3K +3,028 +2%
Jane Street
28
Jane Street
New York
$3.73M -$7.8M -322,368 -66%
WWP
29
Waypoint Wealth Partners
California
$3.73M +$54.8K +2,265 +1%
Osaic Holdings
30
Osaic Holdings
Arizona
$3.61M +$231K +9,548 +6%
KF
31
Krilogy Financial
Missouri
$2.96M +$581K +23,998 +22%
AFA
32
Alpha Financial Advisors
North Carolina
$2.68M +$596K +24,631 +26%
VAS
33
Vestmark Advisory Solutions
Massachusetts
$2.56M +$762K +31,500 +38%
BPA
34
Beacon Pointe Advisors
California
$2.44M +$568K +23,457 +27%
TWA
35
TCI Wealth Advisors
Arizona
$2.33M +$1.08M +44,722 +75%
RRCM
36
Rappaport Reiches Capital Management
Illinois
$2.33M +$577K +23,848 +30%
EAM
37
Evanson Asset Management
California
$2.31M +$1.2M +49,785 +93%
CPIG
38
Chicago Partners Investment Group
Illinois
$2.26M +$575K +23,775 +29%
AIS
39
American Investment Services
Massachusetts
$2.12M +$631K +26,081 +38%
AF
40
Advisornet Financial
Minnesota
$2.11M +$823 +34 +0%
WCWM
41
Willow Creek Wealth Management
California
$1.93M +$595K +24,587 +40%
GWA
42
Geometric Wealth Advisors
District of Columbia
$1.93M +$506K +20,914 +32%
WA
43
Wealth Architects
California
$1.89M +$1.01M +41,895 +98%
OMC
44
Old Mission Capital
Illinois
$1.74M +$694K +28,670 +59%
CF
45
Corrigan Financial
Rhode Island
$1.73M +$399K +16,501 +27%
HIGP
46
Hill Investment Group Partners
Missouri
$1.62M +$1.75M +72,179 New
SFP
47
Sterling Financial Planning
New Jersey
$1.52M +$250K +10,347 +18%
CCA
48
Column Capital Advisors
Indiana
$1.52M +$252K +10,421 +18%
SIC
49
SJS Investment Consulting
Ohio
$1.35M +$1.42M +58,801 +4,700%
TFG
50
Tilson Financial Group
New Jersey
$1.34M +$565K +23,351 +64%
1
2
3 4 5

DFGR Hedge Fund Activity: Q3 2023 in Review

103 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Dimensional Global Real Estate ETF (DFGR) for Q3 2023, worth a combined $661M — up 24% from $532M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new DFGR positions and 10 closed out — a net gain of 8 holders — while 71 added to existing stakes and 9 trimmed.

The largest buyer was Forum Financial Management, adding an estimated $44.2M. The largest seller was Jane Street, cutting an estimated $7.8M.

  • 103 institutional investors held Dimensional Global Real Estate ETF (DFGR) as of Q3 2023, up from 95 in Q2 2023.
  • Funds reported $661M of Dimensional Global Real Estate ETF stock for Q3 2023, up 24% quarter-over-quarter.
  • 18 funds opened new Dimensional Global Real Estate ETF positions in Q3 2023 and 10 closed out, a net change of +8 holders.
  • The largest Dimensional Global Real Estate ETF buyer in Q3 2023 was Forum Financial Management, an estimated $44.2M added.
  • The largest Dimensional Global Real Estate ETF seller in Q3 2023 was Jane Street, an estimated $7.8M sold.

Based on aggregated 13F filings for Q3 2023.