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Dimensional Global Real Estate ETF
DFGR

Overview Fund Activity

242 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, 147 increasing their positions, 31 reducing their positions, and 8 closing their positions.

Holders
242
Holders Change
+49
Holders Change %
+25.39%
% of All Funds
3.22%
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
147
Reduced
31
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SC
1
Savant Capital
Illinois
$116M
2
Jane Street
2
Jane Street
New York
$28.3M
3
JFG
3
JMG Financial Group
Illinois
$102M
4
Focus Partners Wealth
4
Focus Partners Wealth
Massachusetts
$78.3M
5
EFP
5
Elser Financial Planning
Indiana
$10.8M

Top Sellers

1
Corient Private Wealth
1
Corient Private Wealth
Florida
$45.6M
2
FIS
2
Fischer Investment Strategies
California
$2.72M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$0
4
FFM
4
Forum Financial Management
Illinois
$358M
5
SW
5
Simplicity Wealth
New Jersey
$0
Name Market Value Shares Shares
Change 		Shares
Change %
PCI
26
Planning Center Inc
Illinois
$12.6M 493,602 +4,080 +0.8%
TWP
27
Total Wealth Planning
Ohio
$12.4M 483,747 +58,599 +14%
SSC
28
Syverson Strege & Co
Iowa
$12.2M 479,289 +16,382 +4%
PWMG
29
Private Wealth Management Group
New Jersey
$11.8M 463,950 +17,065 +4%
JC
30
Jentner Corp
Ohio
$11M 429,406 +70,480 +20%
EFP
31
Elser Financial Planning
Indiana
$10.8M 421,777 +421,777 New
BGWM
32
Bridge Generations Wealth Management
Florida
$10M 392,259 +392,259 New
WCWM
33
Willow Creek Wealth Management
California
$9.65M 377,774 +64,472 +21%
LFA
34
Level Financial Advisors
New York
$9.56M 374,441 +50,404 +16%
WMN
35
Wealth Management Nebraska
Nebraska
$9.19M 359,931 +359,931 New
Commonwealth Equity Services
36
Commonwealth Equity Services
Massachusetts
$8.62M 337,468 +10,387 +3%
SFC
37
Sprinkle Financial Consultants
Colorado
$8.61M 337,035 +30,100 +10%
GWA
38
Geometric Wealth Advisors
District of Columbia
$8.39M 328,492 +14,011 +4%
Financial Engines Advisors
39
Financial Engines Advisors
California
$8.1M 317,041 +102,348 +48%
NCM
40
New Capital Management
Texas
$7.83M 306,745 +2,043 +0.7%
EAM
41
Evanson Asset Management
California
$7.75M 303,308 +41,670 +16%
AC
42
Apella Capital
Connecticut
$7.37M 288,548 -22,704 -7%
PCM
43
Peirce Capital Management
Texas
$7.02M 274,811 -15,139 -5%
CF
44
Corrigan Financial
Rhode Island
$6.98M 273,375 +22,289 +9%
MSWM
45
Master's Wealth Management
Pennsylvania
$6.32M 247,546 +247,546 New
AIS
46
American Investment Services
Massachusetts
$6.06M 237,329 +27,786 +13%
NRWA
47
North Ridge Wealth Advisors
Oregon
$5.67M 222,047 +35,529 +19%
Pathstone Holdings
48
Pathstone Holdings
New Jersey
$5.67M 221,901 -3,304 -1%
LG
49
LAM Group
Oregon
$5.56M 217,880 +65,365 +43%
GM
50
GeoWealth Management
Illinois
$5.28M 206,766 +201,971 +4,212%
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