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Dimensional Global Real Estate ETF
DFGR

Overview Fund Activity

193 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, 108 increasing their positions, 51 reducing their positions, and 11 closing their positions.

Holders
193
Holders Change
+13
Holders Change %
+7.22%
% 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
0.35%
New
27
Increased
108
Reduced
51
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Focus Partners Wealth
1
Focus Partners Wealth
Massachusetts
$76.2M
2
WANY
2
Wealthspire Advisors (New York)
New York
$62.7M
3
SC
3
Savant Capital
Illinois
$107M
4
FPAS
4
Focus Partners Advisor Solutions
Missouri
$26.7M
5
JFG
5
JMG Financial Group
Illinois
$100M

Top Sellers

1
SW
1
Simplicity Wealth
New Jersey
$967K
2
MFWP
2
Mosaic Family Wealth Partners
Missouri
$5.26M
3
EFP
3
Elser Financial Planning
Indiana
$0
4
SIM
4
Stratos Investment Management
Ohio
$208K
5
Financial Engines Advisors
5
Financial Engines Advisors
California
$6.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
RK
26
Rather & Kittrell
Tennessee
$13.1M +$2.27M +78,611 +21%
PWMG
27
Private Wealth Management Group
New Jersey
$12.9M +$674K +23,354 +6%
TWP
28
Total Wealth Planning
Ohio
$12.3M +$1.52M +52,728 +14%
JC
29
Jentner Corp
Ohio
$10.4M +$126K +4,354 +1%
Commonwealth Equity Services
30
Commonwealth Equity Services
Massachusetts
$9.44M +$27.7K +960 +0.3%
LFA
31
Level Financial Advisors
New York
$9.35M +$1.4M +48,654 +18%
GWA
32
Geometric Wealth Advisors
District of Columbia
$9.08M +$399K +13,840 +5%
WCWM
33
Willow Creek Wealth Management
California
$9.04M +$924K +32,001 +11%
AC
34
Apella Capital
Connecticut
$8.88M -$1.17M -40,910 -12%
SFC
35
Sprinkle Financial Consultants
Colorado
$8.86M +$99K +3,430 +1%
NCM
36
New Capital Management
Texas
$8.79M +$276K +9,568 +3%
PCM
37
Peirce Capital Management
Texas
$8.37M +$82.5K +2,858 +1%
EAM
38
Evanson Asset Management
California
$7.55M +$536K +18,566 +8%
CF
39
Corrigan Financial
Rhode Island
$7.25M +$1.33M +46,073 +22%
FIS
40
Fischer Investment Strategies
California
$7.24M +$7.24M +250,950 New
ASI
41
Advisory Services & Investments
Oregon
$6.56M -$104K -3,591 -2%
Pathstone Holdings
42
Pathstone Holdings
New Jersey
$6.5M +$5.31K +184 +0.1%
Financial Engines Advisors
43
Financial Engines Advisors
California
$6.2M -$6.23M -216,026 -50%
AIS
44
American Investment Services
Massachusetts
$6.05M +$105K +3,647 +2%
Wealth Enhancement Advisory Services
45
Wealth Enhancement Advisory Services
Minnesota
$5.93M -$169K -5,868 -3%
RFG
46
REAP Financial Group
Texas
$5.93M +$666K +23,080 +13%
RRCM
47
Rappaport Reiches Capital Management
Illinois
$5.41M +$379K +13,141 +8%
TFG
48
Tilson Financial Group
New Jersey
$5.39M +$327K +11,322 +6%
NRWA
49
North Ridge Wealth Advisors
Oregon
$5.38M +$1.13M +39,265 +27%
MFWP
50
Mosaic Family Wealth Partners
Missouri
$5.26M -$11.4M -394,827 -68%
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