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Dimensional Global Real Estate ETF
DFGR

Overview Fund Activity

256 hedge funds and large institutions have $2.02B invested in Dimensional Global Real Estate ETF in 2025 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 159 increasing their positions, 64 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
256
Holders Change
+7
Holders Change %
+2.81%
% of All Funds
3.43%
Holding in Top 10
31
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-8.82%
% of All Funds
0.42%
New
20
Increased
159
Reduced
64
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SC
Savant Capital
Illinois
+$32.8M
2
RWM
Rockwood Wealth Management
Pennsylvania
+$9.38M
3
TWA
TCI Wealth Advisors
Arizona
+$8.44M
4
FFM
Forum Financial Management
Illinois
+$7.74M
5
VAS
Vestmark Advisory Solutions
Massachusetts
+$7.49M

Top Sellers

1
Corient Private Wealth
Corient Private Wealth
Florida
-$8.66M
2
VF
Vawter Financial
Ohio
-$4.07M
3
Mercer Global Advisors
Mercer Global Advisors
Colorado
-$3.07M
4
PCA
Prosperity Capital Advisors
Ohio
-$2.91M
5
Jane Street
Jane Street
New York
-$2.87M
Name Holding Trade Value Shares
Change 		Shares
Change %
WCWM
26
Willow Creek Wealth Management
California
$15M +$1.61M +59,935 +12%
IWM
27
Integris Wealth Management
California
$14.5M +$231K +8,602 +2%
RWM
28
Rockwood Wealth Management
Pennsylvania
$14.4M +$9.38M +349,651 +189%
PCI
29
Planning Center Inc
Illinois
$14M +$350K +13,057 +3%
PWMG
30
Private Wealth Management Group
New Jersey
$13.7M +$362K +13,493 +3%
VAS
31
Vestmark Advisory Solutions
Massachusetts
$13.4M +$7.49M +279,218 +126%
SSC
32
Syverson Strege & Co
Iowa
$13.4M +$122K +4,533 +0.9%
ACM
33
Aspen Capital Management
Idaho
$12.7M +$799K +29,792 +7%
JC
34
Jentner Corp
Ohio
$12.5M +$155K +5,776 +1%
LFA
35
Level Financial Advisors
New York
$11.5M +$406K +15,148 +4%
WMN
36
Wealth Management Nebraska
Nebraska
$11.2M +$792K +29,678 +8%
BGWM
37
Bridge Generations Wealth Management
Florida
$10M -$268K -9,980 -3%
Jane Street
38
Jane Street
New York
$9.98M -$2.87M -106,882 -22%
GWA
39
Geometric Wealth Advisors
District of Columbia
$9.86M +$606K +22,583 +7%
Commonwealth Equity Services
40
Commonwealth Equity Services
Massachusetts
$9.7M +$172K +6,417 +2%
EAM
41
Evanson Asset Management
California
$9.46M +$513K +19,110 +6%
SFC
42
Sprinkle Financial Consultants
Colorado
$9.12M +$81.6K +3,040 +0.9%
Financial Engines Advisors
43
Financial Engines Advisors
California
$8.63M +$49.8K +1,855 +0.6%
PWM
44
Parkshore Wealth Management
California
$8.35M +$2.21M +82,525 +36%
RA
45
RFG Advisory
Alabama
$7.42M -$203K -7,550 -3%
MSWM
46
Master's Wealth Management
Pennsylvania
$7.3M +$389K +14,514 +6%
AC
47
Apella Capital
Connecticut
$6.95M +$385K +14,360 +6%
NRWA
48
North Ridge Wealth Advisors
Oregon
$6.92M +$398K +14,850 +6%
AC
49
AWM Capital
Arizona
$6.88M +$3.33M +124,040 +94%
AIS
50
American Investment Services
Massachusetts
$6.75M +$179K +6,680 +3%
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