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Dimensional Global Real Estate ETF
DFGR

Overview Fund Activity

160 hedge funds and large institutions have $1.23B invested in Dimensional Global Real Estate ETF in 2024 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 114 increasing their positions, 22 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
160
Holders Change
+3
Holders Change %
+1.91%
% of All Funds
2.32%
Holding in Top 10
19
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-9.52%
% of All Funds
0.28%
New
15
Increased
114
Reduced
22
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Financial Engines Advisors
1
Financial Engines Advisors
California
$12.7M
2
JFG
2
JMG Financial Group
Illinois
$66M
3
SC
3
Savant Capital
Illinois
$50.2M
4
BSW
4
Buckingham Strategic Wealth
Missouri
$52.2M
5
SIM
5
Stratos Investment Management
Ohio
$4.91M

Top Sellers

1
Jane Street
1
Jane Street
New York
$4.25M
2
FPAS
2
Focus Partners Advisor Solutions
Missouri
$454K
3
B
3
BetterWealth
California
$0
4
FTUS
4
Flow Traders U.S.
New York
$0
5
CHA
5
Cooper/Haims Advisors
New York
$2.13M
Name Holding Trade Value Shares
Change 		Shares
Change %
OIA
26
OneDigital Investment Advisors
Kansas
$8.9M +$3.13M +122,514 +54%
Commonwealth Equity Services
27
Commonwealth Equity Services
Massachusetts
$8.3M +$324K +12,687 +4%
JC
28
Jentner Corp
Ohio
$7.98M +$211K +8,274 +3%
TWP
29
Total Wealth Planning
Ohio
$7.97M +$1.5M +58,767 +23%
SFC
30
Sprinkle Financial Consultants
Colorado
$7.49M +$1.53M +59,982 +26%
NCM
31
New Capital Management
Texas
$7.4M -$1.94M -75,896 -21%
AC
32
Apella Capital
Connecticut
$7.22M -$1.9M -74,752 -21%
PCM
33
Peirce Capital Management
Texas
$6.97M +$663K +25,955 +11%
GWA
34
Geometric Wealth Advisors
District of Columbia
$6.82M +$3.6M +140,890 +112%
Envestnet Asset Management
35
Envestnet Asset Management
Illinois
$6.76M +$2.3M +90,016 +51%
Wealth Enhancement Advisory Services
36
Wealth Enhancement Advisory Services
Minnesota
$6.52M +$521K +20,393 +9%
RK
37
Rather & Kittrell
Tennessee
$6.45M +$3.44M +134,737 +114%
Pathstone Holdings
38
Pathstone Holdings
New Jersey
$6.2M +$265K +10,374 +4%
ASI
39
Advisory Services & Investments
Oregon
$5.71M +$290K +11,366 +5%
EAM
40
Evanson Asset Management
California
$5.26M +$1.14M +44,644 +28%
WCWM
41
Willow Creek Wealth Management
California
$5.24M +$1.12M +43,747 +27%
CF
42
Corrigan Financial
Rhode Island
$5.23M +$2.41M +94,218 +85%
LFA
43
Level Financial Advisors
New York
$5.01M +$2.11M +82,571 +73%
SIM
44
Stratos Investment Management
Ohio
$4.91M +$4.91M +192,163 New
AIS
45
American Investment Services
Massachusetts
$4.5M +$687K +26,907 +18%
LG
46
LAM Group
Oregon
$4.29M +$3.19M +124,920 +290%
Jane Street
47
Jane Street
New York
$4.25M -$11.6M -455,354 -73%
VAS
48
Vestmark Advisory Solutions
Massachusetts
$4.15M +$794K +31,101 +24%
AF
49
Advisornet Financial
Minnesota
$4.08M +$1.46M +57,315 +56%
TFG
50
Tilson Financial Group
New Jersey
$4.03M +$758K +29,698 +23%
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