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Dimensional Global Real Estate ETF
DFGR

161 hedge funds and large institutions have $1.24B 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, 23 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

396% more repeat investments, than reductions

Existing positions increased: 114 | Existing positions reduced: 23

50% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 10

7% more capital invested

Capital invested by funds: $1.16B → $1.24B (+$78.2M)

2% more funds holding

Funds holding: 158 → 161 (+3)

4.4% less ownership

Funds ownership: 81.52% → 77.12% (-4.4%)

10% less funds holding in top 10

Funds holding in top 10: 21 → 19 (-2)

Holders
161
Holders Change
+3
Holders Change %
+1.9%
% 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
0.27%
New
15
Increased
114
Reduced
23
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Financial Engines Advisors
Financial Engines Advisors
California
+$12.5M
2
JFG
JMG Financial Group
Illinois
+$12.2M
3
SC
Savant Capital
Illinois
+$10.1M
4
BSW
Buckingham Strategic Wealth
Missouri
+$8.92M
5
SIM
Stratos Investment Management
Ohio
+$4.82M

Top Sellers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
-$11.4M
2
FPAS
Focus Partners Advisor Solutions
Missouri
-$8.51M
3
B
BetterWealth
California
-$4.45M
4
FTUS
Flow Traders U.S.
New York
-$2.9M
5
CHA
Cooper/Haims Advisors
New York
-$2.11M
Name Holding Trade Value Shares
Change 		Change in
Stake
OIA
26
OneDigital Investment Advisors
Kansas
$8.9M +$3.07M +122,514 +54%
Commonwealth Equity Services
27
Commonwealth Equity Services
Massachusetts
$8.3M +$318K +12,687 +4%
JC
28
Jentner Corp
Ohio
$7.98M +$207K +8,274 +3%
TWP
29
Total Wealth Planning
Ohio
$7.97M +$1.47M +58,767 +23%
SFC
30
Sprinkle Financial Consultants
Colorado
$7.49M +$1.5M +59,982 +26%
NCM
31
New Capital Management
Texas
$7.4M -$1.9M -75,896 -21%
AC
32
Apella Capital
Connecticut
$7.22M -$1.87M -74,752 -21%
PCM
33
Peirce Capital Management
Texas
$6.97M +$651K +25,955 +11%
GWA
34
Geometric Wealth Advisors
District of Columbia
$6.82M +$3.53M +140,890 +112%
Envestnet Asset Management
35
Envestnet Asset Management
Illinois
$6.76M +$2.26M +90,016 +51%
Wealth Enhancement Advisory Services
36
Wealth Enhancement Advisory Services
Minnesota
$6.52M +$511K +20,393 +9%
RK
37
Rather & Kittrell
Tennessee
$6.45M +$3.38M +134,737 +114%
Pathstone Holdings
38
Pathstone Holdings
New Jersey
$6.2M +$260K +10,374 +4%
ASI
39
Advisory Services & Investments
Oregon
$5.71M +$285K +11,366 +5%
EAM
40
Evanson Asset Management
California
$5.26M +$1.12M +44,644 +28%
WCWM
41
Willow Creek Wealth Management
California
$5.24M +$1.1M +43,747 +27%
CF
42
Corrigan Financial
Rhode Island
$5.23M +$2.36M +94,218 +85%
LFA
43
Level Financial Advisors
New York
$5.01M +$2.07M +82,571 +73%
SIM
44
Stratos Investment Management
Ohio
$4.91M +$4.82M +192,163 New
AIS
45
American Investment Services
Massachusetts
$4.5M +$675K +26,907 +18%
LG
46
LAM Group
Oregon
$4.29M +$3.13M +124,920 +290%
Jane Street
47
Jane Street
New York
$4.25M -$11.4M -455,354 -73%
VAS
48
Vestmark Advisory Solutions
Massachusetts
$4.15M +$780K +31,101 +24%
AF
49
Advisornet Financial
Minnesota
$4.08M +$1.44M +57,315 +56%
TFG
50
Tilson Financial Group
New Jersey
$4.03M +$745K +29,698 +23%
1
2
3 4 5

DFGR Hedge Fund Activity: Q1 2024 in Review

161 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Dimensional Global Real Estate ETF (DFGR) for Q1 2024, worth a combined $1.24B — up 6.8% from $1.16B a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new DFGR positions and 10 closed out — a net gain of 5 holders — while 114 added to existing stakes and 23 trimmed.

The largest buyer was Financial Engines Advisors, opening a new position worth an estimated $12.5M. The largest seller was Jane Street, cutting an estimated $11.4M.

  • 161 institutional investors held Dimensional Global Real Estate ETF (DFGR) as of Q1 2024, up from 158 in Q4 2023.
  • Funds reported $1.24B of Dimensional Global Real Estate ETF stock for Q1 2024, up 6.8% quarter-over-quarter.
  • 15 funds opened new Dimensional Global Real Estate ETF positions in Q1 2024 and 10 closed out, a net change of +5 holders.
  • The largest Dimensional Global Real Estate ETF buyer in Q1 2024 was Financial Engines Advisors, an estimated $12.5M added.
  • The largest Dimensional Global Real Estate ETF seller in Q1 2024 was Jane Street, an estimated $11.4M sold.

Based on aggregated 13F filings for Q1 2024.