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Dimensional Global Real Estate ETF
DFGR

262 hedge funds and large institutions have $2.04B invested in Dimensional Global Real Estate ETF in 2025 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 161 increasing their positions, 65 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

267% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 6

148% more repeat investments, than reductions

Existing positions increased: 161 | Existing positions reduced: 65

9% more capital invested

Capital invested by funds: $1.87B → $2.04B (+$170M)

5% more funds holding

Funds holding: 250 → 262 (+12)

1.14% more ownership

Funds ownership: 79.88% → 81.02% (+1.1%)

6% less funds holding in top 10

Funds holding in top 10: 34 → 32 (-2)

Holders
262
Holders Change
+12
Holders Change %
+4.8%
% of All Funds
3.45%
Holding in Top 10
32
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-5.88%
% of All Funds
0.42%
New
22
Increased
161
Reduced
65
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SC
Savant Capital
Illinois
+$32.3M
2
RWM
Rockwood Wealth Management
Pennsylvania
+$9.18M
3
TWA
TCI Wealth Advisors
Arizona
+$8.26M
4
FFM
Forum Financial Management
Illinois
+$7.57M
5
VAS
Vestmark Advisory Solutions
Massachusetts
+$7.33M

Top Sellers

Rank Fund Capital Flow
1
Corient Private Wealth
Corient Private Wealth
Florida
-$8.47M
2
VF
Vawter Financial
Ohio
-$3.98M
3
Mercer Global Advisors
Mercer Global Advisors
Colorado
-$3.01M
4
Jane Street
Jane Street
New York
-$2.81M
5
RCI
RS Crum Inc
California
-$2.33M
Name Holding Trade Value Shares
Change 		Change in
Stake
TWP
26
Total Wealth Planning
Ohio
$15.3M +$871K +33,170 +6%
WCWM
27
Willow Creek Wealth Management
California
$15M +$1.57M +59,935 +12%
IWM
28
Integris Wealth Management
California
$14.5M +$226K +8,602 +2%
RWM
29
Rockwood Wealth Management
Pennsylvania
$14.4M +$9.18M +349,651 +189%
PCI
30
Planning Center Inc
Illinois
$14M +$343K +13,057 +3%
PWMG
31
Private Wealth Management Group
New Jersey
$13.7M +$354K +13,493 +3%
VAS
32
Vestmark Advisory Solutions
Massachusetts
$13.4M +$7.33M +279,218 +126%
SSC
33
Syverson Strege & Co
Iowa
$13.4M +$119K +4,533 +0.9%
ACM
34
Aspen Capital Management
Idaho
$12.7M +$782K +29,792 +7%
JC
35
Jentner Corp
Ohio
$12.5M +$152K +5,776 +1%
LFA
36
Level Financial Advisors
New York
$11.5M +$398K +15,148 +4%
WMN
37
Wealth Management Nebraska
Nebraska
$11.2M +$779K +29,678 +8%
BGWM
38
Bridge Generations Wealth Management
Florida
$10M -$262K -9,980 -3%
Jane Street
39
Jane Street
New York
$9.98M -$2.81M -106,882 -22%
GWA
40
Geometric Wealth Advisors
District of Columbia
$9.86M +$593K +22,583 +7%
Commonwealth Equity Services
41
Commonwealth Equity Services
Massachusetts
$9.7M +$168K +6,417 +2%
EAM
42
Evanson Asset Management
California
$9.46M +$502K +19,110 +6%
SFC
43
Sprinkle Financial Consultants
Colorado
$9.12M +$79.8K +3,040 +0.9%
Financial Engines Advisors
44
Financial Engines Advisors
California
$8.63M +$48.7K +1,855 +0.6%
PWM
45
Parkshore Wealth Management
California
$8.35M +$2.17M +82,525 +36%
RA
46
RFG Advisory
Alabama
$7.42M -$198K -7,550 -3%
MSWM
47
Master's Wealth Management
Pennsylvania
$7.3M +$381K +14,514 +6%
AC
48
Apella Capital
Connecticut
$6.95M +$377K +14,360 +6%
NRWA
49
North Ridge Wealth Advisors
Oregon
$6.92M +$390K +14,850 +6%
AC
50
AWM Capital
Arizona
$6.88M +$3.26M +124,040 +94%
1
2
3 4 5

DFGR Hedge Fund Activity: Q2 2025 in Review

262 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Dimensional Global Real Estate ETF (DFGR) for Q2 2025, worth a combined $2.04B — up 9.1% from $1.87B a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new DFGR positions and 6 closed out — a net gain of 16 holders — while 161 added to existing stakes and 65 trimmed.

The largest buyer was Savant Capital, adding an estimated $32.3M. The largest seller was Corient Private Wealth, cutting an estimated $8.47M.

  • 262 institutional investors held Dimensional Global Real Estate ETF (DFGR) as of Q2 2025, up from 250 in Q1 2025.
  • Funds reported $2.04B of Dimensional Global Real Estate ETF stock for Q2 2025, up 9.1% quarter-over-quarter.
  • 22 funds opened new Dimensional Global Real Estate ETF positions in Q2 2025 and 6 closed out, a net change of +16 holders.
  • The largest Dimensional Global Real Estate ETF buyer in Q2 2025 was Savant Capital, an estimated $32.3M added.
  • The largest Dimensional Global Real Estate ETF seller in Q2 2025 was Corient Private Wealth, an estimated $8.47M sold.

Based on aggregated 13F filings for Q2 2025.