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Dimensional Global Real Estate ETF

181 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, 120 increasing their positions, 25 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

380% more repeat investments, than reductions

Existing positions increased: 120 | Existing positions reduced: 25

333% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 6

16% more funds holding in top 10

Funds holding in top 10: 1922 (+3)

12% more funds holding

Funds holding: 161181 (+20)

7% more capital invested

Capital invested by funds: $1.24B → $1.33B (+$92.3M)

1.19% less ownership

Funds ownership: 77.12%75.93% (-1.2%)

Holders
181
Holders Change
+20
Holders Change %
+12.42%
% of All Funds
2.61%
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
120
Reduced
25
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
OIA
26
OneDigital Investment Advisors
Kansas
$10.8M +$2.02M +81,988 +24%
PWMG
27
Private Wealth Management Group
New Jersey
$10.6M +$404K +16,420 +4%
EFP
28
Elser Financial Planning
Indiana
$10.3M +$10.1M +412,426 New
TWP
29
Total Wealth Planning
Ohio
$9.86M +$1.48M +60,056 +19%
RK
30
Rather & Kittrell
Tennessee
$9.4M +$3.03M +123,273 +49%
JC
31
Jentner Corp
Ohio
$8.86M +$1.04M +42,168 +13%
AC
32
Apella Capital
Connecticut
$8.83M +$1.66M +67,392 +24%
SIM
33
Stratos Investment Management
Ohio
$8.17M +$3.31M +134,676 +70%
Commonwealth Equity Services
34
Commonwealth Equity Services
Massachusetts
$8.15M +$21.4K +869 +0.3%
SFC
35
Sprinkle Financial Consultants
Colorado
$7.58M +$251K +10,213 +3%
GWA
36
Geometric Wealth Advisors
District of Columbia
$7.51M +$823K +33,459 +13%
NCM
37
New Capital Management
Texas
$7.38M +$133K +5,406 +2%
PCM
38
Peirce Capital Management
Texas
$7.17M +$349K +14,175 +5%
WCWM
39
Willow Creek Wealth Management
California
$7.03M +$1.87M +76,133 +37%
LFA
40
Level Financial Advisors
New York
$6.88M +$1.95M +79,146 +40%
EAM
41
Evanson Asset Management
California
$6.07M +$910K +36,963 +18%
ASI
42
Advisory Services & Investments
Oregon
$5.77M +$178K +7,241 +3%
Pathstone Holdings
43
Pathstone Holdings
New Jersey
$5.62M -$434K -17,637 -7%
Wealth Enhancement Advisory Services
44
Wealth Enhancement Advisory Services
Minnesota
$5.28M -$1.09M -44,094 -17%
CF
45
Corrigan Financial
Rhode Island
$5.23M
AIS
46
American Investment Services
Massachusetts
$5.15M +$726K +29,515 +17%
Jane Street
47
Jane Street
New York
$5M +$822K +33,391 +20%
RFG
48
REAP Financial Group
Texas
$4.56M +$794K +32,282 +22%
TFG
49
Tilson Financial Group
New Jersey
$4.38M +$427K +17,343 +11%
VAS
50
Vestmark Advisory Solutions
Massachusetts
$4.36M +$299K +12,138 +7%

DFGR Hedge Fund Activity: Q2 2024 in Review

181 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Dimensional Global Real Estate ETF (DFGR) for Q2 2024, worth a combined $1.33B — up 7.5% from $1.24B a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new DFGR positions and 6 closed out — a net gain of 20 holders — while 120 added to existing stakes and 25 trimmed.

The largest buyer was Savant Capital, adding an estimated $18.7M. The largest seller was Forum Financial Management, cutting an estimated $7.19M.

  • 181 institutional investors held Dimensional Global Real Estate ETF (DFGR) as of Q2 2024, up from 161 in Q1 2024.
  • Funds reported $1.33B of Dimensional Global Real Estate ETF stock for Q2 2024, up 7.5% quarter-over-quarter.
  • 26 funds opened new Dimensional Global Real Estate ETF positions in Q2 2024 and 6 closed out, a net change of +20 holders.
  • The largest Dimensional Global Real Estate ETF buyer in Q2 2024 was Savant Capital, an estimated $18.7M added.
  • The largest Dimensional Global Real Estate ETF seller in Q2 2024 was Forum Financial Management, an estimated $7.19M sold.

Based on aggregated 13F filings for Q2 2024.