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Dimensional Global Real Estate ETF
DFGR

Overview Fund Activity

249 hedge funds and large institutions have $1.87B invested in Dimensional Global Real Estate ETF in 2025 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 150 increasing their positions, 60 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
249
Holders Change
+7
Holders Change %
+2.89%
% of All Funds
3.38%
Holding in Top 10
34
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+25.93%
% of All Funds
0.46%
New
24
Increased
150
Reduced
60
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LFA
1
LifeGuide Financial Advisors
Pennsylvania
$55M
2
SC
2
Savant Capital
Illinois
$144M
3
JFG
3
JMG Financial Group
Illinois
$126M
4
TWA
4
TCI Wealth Advisors
Arizona
$42.5M
5
FFM
5
Forum Financial Management
Illinois
$374M

Top Sellers

1
Jane Street
1
Jane Street
New York
$12.6M
2
Corient Private Wealth
2
Corient Private Wealth
Florida
$33.9M
3
EFP
3
Elser Financial Planning
Indiana
$0
4
RCI
4
RS Crum Inc
California
$17.9M
5
BPA
5
Beacon Pointe Advisors
California
$1.49M
Name Holding Trade Value Shares
Change 		Shares
Change %
IWM
26
Integris Wealth Management
California
$14M +$365K +13,891 +3%
PCI
27
Planning Center Inc
Illinois
$13.4M +$413K +15,744 +3%
WCWM
28
Willow Creek Wealth Management
California
$13.2M +$3.23M +123,027 +33%
PWMG
29
Private Wealth Management Group
New Jersey
$13.1M +$886K +33,730 +7%
SSC
30
Syverson Strege & Co
Iowa
$13M +$406K +15,450 +3%
Jane Street
31
Jane Street
New York
$12.6M -$16.6M -630,380 -57%
JC
32
Jentner Corp
Ohio
$12.1M +$823K +31,356 +7%
ACM
33
Aspen Capital Management
Idaho
$11.7M +$11.7M +443,822 New
LFA
34
Level Financial Advisors
New York
$10.8M +$977K +37,187 +10%
WMN
35
Wealth Management Nebraska
Nebraska
$10.3M +$801K +30,518 +8%
BGWM
36
Bridge Generations Wealth Management
Florida
$10.1M -$220K -8,368 -2%
Commonwealth Equity Services
37
Commonwealth Equity Services
Massachusetts
$9.33M +$466K +17,743 +5%
GWA
38
Geometric Wealth Advisors
District of Columbia
$9.06M +$436K +16,589 +5%
CF
39
Corrigan Financial
Rhode Island
$8.95M +$1.77M +67,307 +25%
SFC
40
Sprinkle Financial Consultants
Colorado
$8.85M -$3.52K -134 -0%
EAM
41
Evanson Asset Management
California
$8.75M +$789K +30,027 +10%
Financial Engines Advisors
42
Financial Engines Advisors
California
$8.4M +$74.2K +2,826 +0.9%
RA
43
RFG Advisory
Alabama
$7.46M +$2.83M +107,943 +61%
PCM
44
Peirce Capital Management
Texas
$6.99M -$227K -8,652 -3%
MSWM
45
Master's Wealth Management
Pennsylvania
$6.76M +$259K +9,855 +4%
AIS
46
American Investment Services
Massachusetts
$6.43M +$200K +7,631 +3%
NRWA
47
North Ridge Wealth Advisors
Oregon
$6.38M +$550K +20,947 +9%
AC
48
Apella Capital
Connecticut
$6.06M -$1.09M -43,912 -15%
PWM
49
Parkshore Wealth Management
California
$6M +$822K +31,284 +16%
RFG
50
REAP Financial Group
Texas
$5.94M +$562K +21,387 +10%
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