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Dimensional Global Real Estate ETF
DFGR

250 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, 151 increasing their positions, 60 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

152% more repeat investments, than reductions

Existing positions increased: 151 | Existing positions reduced: 60

71% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 14

26% more funds holding in top 10

Funds holding in top 10: 27 → 34 (+7)

12% more capital invested

Capital invested by funds: $1.68B → $1.87B (+$195M)

3% more funds holding

Funds holding: 243 → 250 (+7)

0.8% less ownership

Funds ownership: 80.67% → 79.88% (-0.8%)

Holders
250
Holders Change
+7
Holders Change %
+2.88%
% of All Funds
3.35%
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
151
Reduced
60
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
LFA
LifeGuide Financial Advisors
Pennsylvania
+$54.6M
2
SC
Savant Capital
Illinois
+$22.7M
3
JFG
JMG Financial Group
Illinois
+$20.9M
4
TWA
TCI Wealth Advisors
Arizona
+$7.31M
5
FFM
Forum Financial Management
Illinois
+$5.71M

Top Sellers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
-$16.4M
2
Corient Private Wealth
Corient Private Wealth
Florida
-$12.9M
3
EFP
Elser Financial Planning
Indiana
-$10.8M
4
RCI
RS Crum Inc
California
-$3.36M
5
BPA
Beacon Pointe Advisors
California
-$3.15M
Name Holding Trade Value Shares
Change 		Change in
Stake
IWM
26
Integris Wealth Management
California
$14M +$362K +13,891 +3%
PCI
27
Planning Center Inc
Illinois
$13.4M +$410K +15,744 +3%
WCWM
28
Willow Creek Wealth Management
California
$13.2M +$3.21M +123,027 +33%
PWMG
29
Private Wealth Management Group
New Jersey
$13.1M +$879K +33,730 +7%
SSC
30
Syverson Strege & Co
Iowa
$13M +$403K +15,450 +3%
Jane Street
31
Jane Street
New York
$12.6M -$16.4M -630,380 -57%
JC
32
Jentner Corp
Ohio
$12.1M +$817K +31,356 +7%
ACM
33
Aspen Capital Management
Idaho
$11.7M +$11.6M +443,822 New
LFA
34
Level Financial Advisors
New York
$10.8M +$969K +37,187 +10%
WMN
35
Wealth Management Nebraska
Nebraska
$10.3M +$795K +30,518 +8%
BGWM
36
Bridge Generations Wealth Management
Florida
$10.1M -$218K -8,368 -2%
Commonwealth Equity Services
37
Commonwealth Equity Services
Massachusetts
$9.33M +$462K +17,743 +5%
GWA
38
Geometric Wealth Advisors
District of Columbia
$9.06M +$432K +16,589 +5%
CF
39
Corrigan Financial
Rhode Island
$8.95M +$1.75M +67,307 +25%
SFC
40
Sprinkle Financial Consultants
Colorado
$8.85M -$3.49K -134 -0%
EAM
41
Evanson Asset Management
California
$8.75M +$782K +30,027 +10%
Financial Engines Advisors
42
Financial Engines Advisors
California
$8.4M +$73.6K +2,826 +0.9%
RA
43
RFG Advisory
Alabama
$7.46M +$2.81M +107,943 +61%
PCM
44
Peirce Capital Management
Texas
$6.99M -$225K -8,652 -3%
MSWM
45
Master's Wealth Management
Pennsylvania
$6.76M +$257K +9,855 +4%
AIS
46
American Investment Services
Massachusetts
$6.43M +$199K +7,631 +3%
NRWA
47
North Ridge Wealth Advisors
Oregon
$6.38M +$546K +20,947 +9%
AC
48
Apella Capital
Connecticut
$6.06M -$1.14M -43,912 -15%
PWM
49
Parkshore Wealth Management
California
$6M +$815K +31,284 +16%
RFG
50
REAP Financial Group
Texas
$5.94M +$557K +21,387 +10%
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DFGR Hedge Fund Activity: Q1 2025 in Review

250 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in Dimensional Global Real Estate ETF (DFGR) for Q1 2025, worth a combined $1.87B — up 12% from $1.68B a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new DFGR positions and 14 closed out — a net gain of 10 holders — while 151 added to existing stakes and 60 trimmed.

The largest buyer was LifeGuide Financial Advisors, opening a new position worth an estimated $54.6M. The largest seller was Jane Street, cutting an estimated $16.4M.

  • 250 institutional investors held Dimensional Global Real Estate ETF (DFGR) as of Q1 2025, up from 243 in Q4 2024.
  • Funds reported $1.87B of Dimensional Global Real Estate ETF stock for Q1 2025, up 12% quarter-over-quarter.
  • 24 funds opened new Dimensional Global Real Estate ETF positions in Q1 2025 and 14 closed out, a net change of +10 holders.
  • The largest Dimensional Global Real Estate ETF buyer in Q1 2025 was LifeGuide Financial Advisors, an estimated $54.6M added.
  • The largest Dimensional Global Real Estate ETF seller in Q1 2025 was Jane Street, an estimated $16.4M sold.

Based on aggregated 13F filings for Q1 2025.