DFGR icon

Dimensional Global Real Estate ETF
DFGR

Overview Fund Activity

180 hedge funds and large institutions have $1.33B invested in Dimensional Global Real Estate ETF in 2024 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 119 increasing their positions, 25 reducing their positions, and 6 closing their positions.

Holders
180
Holders Change
+20
Holders Change %
+12.5%
% of All Funds
2.62%
Holding in Top 10
22
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+15.79%
% of All Funds
0.32%
New
26
Increased
119
Reduced
25
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SC
1
Savant Capital
Illinois
$68M
2
JFG
2
JMG Financial Group
Illinois
$77.8M
3
SW
3
Simplicity Wealth
New Jersey
$12.6M
4
BSW
4
Buckingham Strategic Wealth
Missouri
$60.3M
5
BJL
5
Brighton Jones LLC
Washington
$41.2M

Top Sellers

1
FFM
1
Forum Financial Management
Illinois
$345M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$3.07M
3
Corient Private Wealth
3
Corient Private Wealth
Florida
$52.2M
4
GOCP
4
Great Oak Capital Partners
Massachusetts
$1.01M
5
OMC
5
Old Mission Capital
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
OIA
26
OneDigital Investment Advisors
Kansas
$10.8M +$2.05M +81,988 +24%
PWMG
27
Private Wealth Management Group
New Jersey
$10.6M +$410K +16,420 +4%
EFP
28
Elser Financial Planning
Indiana
$10.3M +$10.3M +412,426 New
TWP
29
Total Wealth Planning
Ohio
$9.86M +$1.59M +60,056 +19%
RK
30
Rather & Kittrell
Tennessee
$9.4M +$3.08M +123,273 +49%
JC
31
Jentner Corp
Ohio
$8.86M +$1.05M +42,168 +13%
AC
32
Apella Capital
Connecticut
$8.83M +$1.69M +67,392 +24%
SIM
33
Stratos Investment Management
Ohio
$8.17M +$3.37M +134,676 +70%
Commonwealth Equity Services
34
Commonwealth Equity Services
Massachusetts
$8.15M +$21.7K +869 +0.3%
SFC
35
Sprinkle Financial Consultants
Colorado
$7.58M +$255K +10,213 +3%
GWA
36
Geometric Wealth Advisors
District of Columbia
$7.51M +$836K +33,459 +13%
NCM
37
New Capital Management
Texas
$7.38M +$135K +5,406 +2%
PCM
38
Peirce Capital Management
Texas
$7.17M +$354K +14,175 +5%
WCWM
39
Willow Creek Wealth Management
California
$7.03M +$1.9M +76,133 +37%
LFA
40
Level Financial Advisors
New York
$6.88M +$1.98M +79,146 +40%
EAM
41
Evanson Asset Management
California
$6.07M +$924K +36,963 +18%
ASI
42
Advisory Services & Investments
Oregon
$5.77M +$181K +7,241 +3%
Pathstone Holdings
43
Pathstone Holdings
New Jersey
$5.62M -$441K -17,637 -7%
Wealth Enhancement Advisory Services
44
Wealth Enhancement Advisory Services
Minnesota
$5.28M -$1.1M -44,094 -17%
CF
45
Corrigan Financial
Rhode Island
$5.23M – – –
AIS
46
American Investment Services
Massachusetts
$5.15M +$738K +29,515 +17%
Jane Street
47
Jane Street
New York
$5M +$834K +33,391 +20%
RFG
48
REAP Financial Group
Texas
$4.56M +$807K +32,282 +22%
TFG
49
Tilson Financial Group
New Jersey
$4.38M +$433K +17,343 +11%
VAS
50
Vestmark Advisory Solutions
Massachusetts
$4.36M +$303K +12,138 +7%
1
2
3 4 5