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Dimensional Global Real Estate ETF
DFGR

Overview Fund Activity

157 hedge funds and large institutions have $1.16B invested in Dimensional Global Real Estate ETF in 2023 Q4 according to their latest regulatory filings, with 62 funds opening new positions, 76 increasing their positions, 17 reducing their positions, and 4 closing their positions.

Holders
157
Holders Change
+55
Holders Change %
+53.92%
% of All Funds
2.3%
Holding in Top 10
21
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+90.91%
% of All Funds
0.31%
New
62
Increased
76
Reduced
17
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FFM
1
Forum Financial Management
Illinois
$362M
2
BSW
2
Buckingham Strategic Wealth
Missouri
$43.9M
3
QFA
3
Quantum Financial Advisors
California
$22.7M
4
BJL
4
Brighton Jones LLC
Washington
$32.7M
5
SC
5
Savant Capital
Illinois
$40.6M

Top Sellers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$900K
2
AFA
2
Alpha Financial Advisors
North Carolina
$0
3
RA
3
RFG Advisory
Alabama
$3.44M
4
WWP
4
Waypoint Wealth Partners
California
$2.58M
5
KF
5
Krilogy Financial
Missouri
$2.14M
Name Market Value Shares Shares
Change 		Shares
Change %
SSC
26
Syverson Strege & Co
Iowa
$9.37M 360,752 +360,752 New
FPAS
27
Focus Partners Advisor Solutions
Missouri
$9.28M 357,216 +141,803 +66%
AC
28
Apella Capital
Connecticut
$9.18M 359,522 +359,522 New
Commonwealth Equity Services
29
Commonwealth Equity Services
Massachusetts
$8.12M 312,565 +17,449 +6%
JC
30
Jentner Corp
Ohio
$7.9M 304,130 +304,130 New
TWP
31
Total Wealth Planning
Ohio
$6.59M 253,597 +58,187 +30%
PCM
32
Peirce Capital Management
Texas
$6.42M 246,962 +246,962 New
Wealth Enhancement Advisory Services
33
Wealth Enhancement Advisory Services
Minnesota
$6.11M 235,157 +37,082 +19%
SFC
34
Sprinkle Financial Consultants
Colorado
$6.06M 233,310 +233,310 New
Pathstone Holdings
35
Pathstone Holdings
New Jersey
$6.03M 232,284 +232,284 New
OIA
36
OneDigital Investment Advisors
Kansas
$5.88M 226,168 +226,168 New
ASI
37
Advisory Services & Investments
Oregon
$5.51M 212,204 -2,520 -1%
GOCP
38
Great Oak Capital Partners
Massachusetts
$5.06M 194,895 +194,895 New
Envestnet Asset Management
39
Envestnet Asset Management
Illinois
$4.54M 174,928 +5,346 +3%
B
40
BetterWealth
California
$4.45M 171,433 +171,433 New
CHA
41
Cooper/Haims Advisors
New York
$4.35M 167,436 +167,436 New
EAM
42
Evanson Asset Management
California
$4.19M 161,465 +58,374 +57%
WCWM
43
Willow Creek Wealth Management
California
$4.19M 161,421 +75,163 +87%
SRB
44
Shotwell Rutter Baer
Michigan
$3.89M 151,323 +151,323 New
AIS
45
American Investment Services
Massachusetts
$3.88M 149,474 +54,919 +58%
WCA
46
Waypoint Capital Advisors
Minnesota
$3.66M 140,982 +140,982 New
RRCM
47
Rappaport Reiches Capital Management
Illinois
$3.48M 134,031 +30,037 +29%
RA
48
RFG Advisory
Alabama
$3.44M 132,319 -72,704 -35%
VAS
49
Vestmark Advisory Solutions
Massachusetts
$3.41M 131,327 +17,034 +15%
TFG
50
Tilson Financial Group
New Jersey
$3.33M 128,259 +68,483 +115%
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