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Dimensional Global Real Estate ETF
DFGR

194 hedge funds and large institutions have $1.63B invested in Dimensional Global Real Estate ETF in 2024 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 109 increasing their positions, 51 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

145% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 11

114% more repeat investments, than reductions

Existing positions increased: 109 | Existing positions reduced: 51

23% more capital invested

Capital invested by funds: $1.33B → $1.63B (+$300M)

9% more funds holding in top 10

Funds holding in top 10: 22 → 24 (+2)

7% more funds holding

Funds holding: 181 → 194 (+13)

0.07% more ownership

Funds ownership: 75.93% → 76% (+0.07%)

Holders
194
Holders Change
+13
Holders Change %
+7.18%
% of All Funds
2.79%
Holding in Top 10
24
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+9.09%
% of All Funds
0.34%
New
27
Increased
109
Reduced
51
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$71.9M
2
WANY
Wealthspire Advisors (New York)
New York
+$59.2M
3
SC
Savant Capital
Illinois
+$27.1M
4
FPAS
Focus Partners Advisor Solutions
Missouri
+$24.6M
5
JFG
JMG Financial Group
Illinois
+$9.72M

Top Sellers

1
SW
Simplicity Wealth
New Jersey
-$12.8M
2
MFWP
Mosaic Family Wealth Partners
Missouri
-$10.8M
3
EFP
Elser Financial Planning
Indiana
-$10.3M
4
SIM
Stratos Investment Management
Ohio
-$8.71M
5
Financial Engines Advisors
Financial Engines Advisors
California
-$5.88M
Name Holding Trade Value Shares
Change 		Change in
Stake
RK
26
Rather & Kittrell
Tennessee
$13.1M +$2.14M +78,611 +21%
PWMG
27
Private Wealth Management Group
New Jersey
$12.9M +$636K +23,354 +6%
TWP
28
Total Wealth Planning
Ohio
$12.3M +$1.44M +52,728 +14%
JC
29
Jentner Corp
Ohio
$10.4M +$119K +4,354 +1%
Commonwealth Equity Services
30
Commonwealth Equity Services
Massachusetts
$9.44M +$26.2K +960 +0.3%
LFA
31
Level Financial Advisors
New York
$9.35M +$1.33M +48,654 +18%
GWA
32
Geometric Wealth Advisors
District of Columbia
$9.08M +$377K +13,840 +5%
WCWM
33
Willow Creek Wealth Management
California
$9.04M +$872K +32,001 +11%
AC
34
Apella Capital
Connecticut
$8.88M -$1.11M -40,910 -12%
SFC
35
Sprinkle Financial Consultants
Colorado
$8.86M +$93.4K +3,430 +1%
NCM
36
New Capital Management
Texas
$8.79M +$261K +9,568 +3%
PCM
37
Peirce Capital Management
Texas
$8.37M +$77.9K +2,858 +1%
EAM
38
Evanson Asset Management
California
$7.55M +$506K +18,566 +8%
CF
39
Corrigan Financial
Rhode Island
$7.25M +$1.26M +46,073 +22%
FIS
40
Fischer Investment Strategies
California
$7.24M +$6.84M +250,950 New
ASI
41
Advisory Services & Investments
Oregon
$6.56M -$97.8K -3,591 -2%
Pathstone Holdings
42
Pathstone Holdings
New Jersey
$6.5M +$5.01K +184 +0.1%
Financial Engines Advisors
43
Financial Engines Advisors
California
$6.2M -$5.88M -216,026 -50%
AIS
44
American Investment Services
Massachusetts
$6.05M +$99.3K +3,647 +2%
Wealth Enhancement Advisory Services
45
Wealth Enhancement Advisory Services
Minnesota
$5.93M -$160K -5,868 -3%
RFG
46
REAP Financial Group
Texas
$5.93M +$629K +23,080 +13%
RRCM
47
Rappaport Reiches Capital Management
Illinois
$5.41M +$358K +13,141 +8%
TFG
48
Tilson Financial Group
New Jersey
$5.39M +$308K +11,322 +6%
NRWA
49
North Ridge Wealth Advisors
Oregon
$5.38M +$1.07M +39,265 +27%
MFWP
50
Mosaic Family Wealth Partners
Missouri
$5.26M -$10.8M -394,827 -68%
1
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DFGR Hedge Fund Activity: Q3 2024 in Review

194 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Dimensional Global Real Estate ETF (DFGR) for Q3 2024, worth a combined $1.63B — up 23% from $1.33B a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new DFGR positions and 11 closed out — a net gain of 16 holders — while 109 added to existing stakes and 51 trimmed.

The largest buyer was Focus Partners Wealth, opening a new position worth an estimated $71.9M. The largest seller was Simplicity Wealth, cutting an estimated $12.8M.

  • 194 institutional investors held Dimensional Global Real Estate ETF (DFGR) as of Q3 2024, up from 181 in Q2 2024.
  • Funds reported $1.63B of Dimensional Global Real Estate ETF stock for Q3 2024, up 23% quarter-over-quarter.
  • 27 funds opened new Dimensional Global Real Estate ETF positions in Q3 2024 and 11 closed out, a net change of +16 holders.
  • The largest Dimensional Global Real Estate ETF buyer in Q3 2024 was Focus Partners Wealth, an estimated $71.9M added.
  • The largest Dimensional Global Real Estate ETF seller in Q3 2024 was Simplicity Wealth, an estimated $12.8M sold.

Based on aggregated 13F filings for Q3 2024.