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Dimensional Global Real Estate ETF
DFGR

243 hedge funds and large institutions have $1.68B invested in Dimensional Global Real Estate ETF in 2024 Q4 according to their latest regulatory filings, with 60 funds opening new positions, 148 increasing their positions, 31 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

650% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 8

377% more repeat investments, than reductions

Existing positions increased: 148 | Existing positions reduced: 31

25% more funds holding

Funds holding: 194 → 243 (+49)

13% more funds holding in top 10

Funds holding in top 10: 24 → 27 (+3)

4.67% more ownership

Funds ownership: 76% → 80.67% (+4.7%)

3% more capital invested

Capital invested by funds: $1.63B → $1.68B (+$49.6M)

Holders
243
Holders Change
+49
Holders Change %
+25.26%
% of All Funds
3.2%
Holding in Top 10
27
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+12.5%
% of All Funds
0.36%
New
60
Increased
148
Reduced
31
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SC
Savant Capital
Illinois
+$23M
2
Jane Street
Jane Street
New York
+$16.3M
3
JFG
JMG Financial Group
Illinois
+$14.4M
4
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$11.8M
5
EFP
Elser Financial Planning
Indiana
+$11.6M

Top Sellers

1
Corient Private Wealth
Corient Private Wealth
Florida
-$7.16M
2
FIS
Fischer Investment Strategies
California
-$3.96M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$3.24M
4
FFM
Forum Financial Management
Illinois
-$1.43M
5
SW
Simplicity Wealth
New Jersey
-$967K
Name Holding Trade Value Shares
Change 		Change in
Stake
PCI
26
Planning Center Inc
Illinois
$12.6M +$112K +4,080 +0.8%
TWP
27
Total Wealth Planning
Ohio
$12.4M +$1.61M +58,599 +14%
SSC
28
Syverson Strege & Co
Iowa
$12.2M +$450K +16,382 +4%
PWMG
29
Private Wealth Management Group
New Jersey
$11.8M +$468K +17,065 +4%
JC
30
Jentner Corp
Ohio
$11M +$1.93M +70,480 +20%
EFP
31
Elser Financial Planning
Indiana
$10.8M +$11.6M +421,777 New
BGWM
32
Bridge Generations Wealth Management
Florida
$10M +$10.8M +392,259 New
WCWM
33
Willow Creek Wealth Management
California
$9.65M +$1.77M +64,472 +21%
LFA
34
Level Financial Advisors
New York
$9.56M +$1.38M +50,404 +16%
WMN
35
Wealth Management Nebraska
Nebraska
$9.19M +$9.88M +359,931 New
Commonwealth Equity Services
36
Commonwealth Equity Services
Massachusetts
$8.62M +$285K +10,387 +3%
SFC
37
Sprinkle Financial Consultants
Colorado
$8.61M +$826K +30,100 +10%
GWA
38
Geometric Wealth Advisors
District of Columbia
$8.39M +$385K +14,011 +4%
Financial Engines Advisors
39
Financial Engines Advisors
California
$8.1M +$2.81M +102,348 +48%
NCM
40
New Capital Management
Texas
$7.83M +$56.1K +2,043 +0.7%
EAM
41
Evanson Asset Management
California
$7.75M +$1.14M +41,670 +16%
AC
42
Apella Capital
Connecticut
$7.37M -$623K -22,704 -7%
PCM
43
Peirce Capital Management
Texas
$7.02M -$416K -15,139 -5%
CF
44
Corrigan Financial
Rhode Island
$6.98M +$612K +22,289 +9%
MSWM
45
Master's Wealth Management
Pennsylvania
$6.32M +$6.79M +247,546 New
AIS
46
American Investment Services
Massachusetts
$6.06M +$763K +27,786 +13%
NRWA
47
North Ridge Wealth Advisors
Oregon
$5.67M +$975K +35,529 +19%
Pathstone Holdings
48
Pathstone Holdings
New Jersey
$5.67M -$90.7K -3,304 -1%
LG
49
LAM Group
Oregon
$5.56M +$1.79M +65,365 +43%
GM
50
GeoWealth Management
Illinois
$5.28M +$5.54M +201,971 +4,212%
1
2
3 4 5

DFGR Hedge Fund Activity: Q4 2024 in Review

243 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Dimensional Global Real Estate ETF (DFGR) for Q4 2024, worth a combined $1.68B — up 3% from $1.63B a quarter earlier.

Buyers outnumbered sellers: 60 funds opened new DFGR positions and 8 closed out — a net gain of 52 holders — while 148 added to existing stakes and 31 trimmed.

The largest buyer was Savant Capital, adding an estimated $23M. The largest seller was Corient Private Wealth, cutting an estimated $7.16M.

  • 243 institutional investors held Dimensional Global Real Estate ETF (DFGR) as of Q4 2024, up from 194 in Q3 2024.
  • Funds reported $1.68B of Dimensional Global Real Estate ETF stock for Q4 2024, up 3% quarter-over-quarter.
  • 60 funds opened new Dimensional Global Real Estate ETF positions in Q4 2024 and 8 closed out, a net change of +52 holders.
  • The largest Dimensional Global Real Estate ETF buyer in Q4 2024 was Savant Capital, an estimated $23M added.
  • The largest Dimensional Global Real Estate ETF seller in Q4 2024 was Corient Private Wealth, an estimated $7.16M sold.

Based on aggregated 13F filings for Q4 2024.