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Dimensional Global Real Estate ETF
DFGR

279 hedge funds and large institutions have $2.2B invested in Dimensional Global Real Estate ETF in 2025 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 184 increasing their positions, 47 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

291% more repeat investments, than reductions

Existing positions increased: 184 | Existing positions reduced: 47

162% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 13

8% more capital invested

Capital invested by funds: $2.04B → $2.2B (+$153M)

6% more funds holding

Funds holding: 262 → 279 (+17)

1.11% less ownership

Funds ownership: 81.02% → 79.91% (-1.1%)

6% less funds holding in top 10

Funds holding in top 10: 32 → 30 (-2)

Holders
279
Holders Change
+17
Holders Change %
+6.49%
% of All Funds
3.66%
Holding in Top 10
30
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-6.25%
% of All Funds
0.39%
New
34
Increased
184
Reduced
47
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SC
Savant Capital
Illinois
+$27.6M
2
FFM
Forum Financial Management
Illinois
+$25.3M
3
BPA
Beacon Pointe Advisors
California
+$17.2M
4
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$9.96M
5
JFG
JMG Financial Group
Illinois
+$9.71M

Top Sellers

1
AAP
Arax Advisory Partners
Colorado
-$17.6M
2
Corient Private Wealth
Corient Private Wealth
Florida
-$10.5M
3
Jane Street
Jane Street
New York
-$7.51M
4
VAS
Vestmark Advisory Solutions
Massachusetts
-$6.2M
5
AA
Armis Advisers
Georgia
-$5.63M
Name Holding Trade Value Shares
Change 		Change in
Stake
TWP
26
Total Wealth Planning
Ohio
$16.8M +$1.21M +44,792 +8%
RCI
27
RS Crum Inc
California
$16.8M +$575K +21,253 +4%
Corient Private Wealth
28
Corient Private Wealth
Florida
$15.8M -$10.5M -389,128 -40%
IWM
29
Integris Wealth Management
California
$15.2M +$397K +14,675 +3%
PWMG
30
Private Wealth Management Group
New Jersey
$14.9M +$949K +35,042 +7%
PCI
31
Planning Center Inc
Illinois
$14.7M +$422K +15,588 +3%
ACM
32
Aspen Capital Management
Idaho
$13.7M +$718K +26,530 +6%
WMN
33
Wealth Management Nebraska
Nebraska
$13M +$1.47M +54,196 +13%
SSC
34
Syverson Strege & Co
Iowa
$12.9M -$712K -26,282 -5%
LFA
35
Level Financial Advisors
New York
$12.8M +$1.15M +42,356 +10%
EAM
36
Evanson Asset Management
California
$11.3M +$1.66M +61,445 +17%
GWA
37
Geometric Wealth Advisors
District of Columbia
$10.9M +$888K +32,786 +9%
PWM
38
Parkshore Wealth Management
California
$10.6M +$2.06M +76,171 +24%
Commonwealth Equity Services
39
Commonwealth Equity Services
Massachusetts
$10.6M +$677K +24,986 +7%
SFC
40
Sprinkle Financial Consultants
Colorado
$9.45M +$163K +6,033 +2%
BGWM
41
Bridge Generations Wealth Management
Florida
$9.43M -$775K -28,611 -8%
Financial Engines Advisors
42
Financial Engines Advisors
California
$8.96M +$169K +6,228 +2%
AC
43
AWM Capital
Arizona
$8.58M +$1.56M +57,780 +23%
MSWM
44
Master's Wealth Management
Pennsylvania
$7.76M +$333K +12,313 +5%
AC
45
Apella Capital
Connecticut
$7.66M +$592K +21,869 +8%
AIS
46
American Investment Services
Massachusetts
$7.64M +$766K +28,279 +11%
Wealth Enhancement Advisory Services
47
Wealth Enhancement Advisory Services
Minnesota
$7.6M +$2.3M +84,960 +43%
RA
48
RFG Advisory
Alabama
$7.6M +$49K +1,810 +0.7%
VAS
49
Vestmark Advisory Solutions
Massachusetts
$7.42M -$6.2M -229,144 -46%
NRWA
50
North Ridge Wealth Advisors
Oregon
$7.41M +$370K +13,655 +5%
1
2
3 4 5

DFGR Hedge Fund Activity: Q3 2025 in Review

279 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Dimensional Global Real Estate ETF (DFGR) for Q3 2025, worth a combined $2.2B — up 7.5% from $2.04B a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new DFGR positions and 13 closed out — a net gain of 21 holders — while 184 added to existing stakes and 47 trimmed.

The largest buyer was Savant Capital, adding an estimated $27.6M. The largest seller was Arax Advisory Partners, exiting entirely with an estimated $17.6M sold.

  • 279 institutional investors held Dimensional Global Real Estate ETF (DFGR) as of Q3 2025, up from 262 in Q2 2025.
  • Funds reported $2.2B of Dimensional Global Real Estate ETF stock for Q3 2025, up 7.5% quarter-over-quarter.
  • 34 funds opened new Dimensional Global Real Estate ETF positions in Q3 2025 and 13 closed out, a net change of +21 holders.
  • The largest Dimensional Global Real Estate ETF buyer in Q3 2025 was Savant Capital, an estimated $27.6M added.
  • The largest Dimensional Global Real Estate ETF seller in Q3 2025 was Arax Advisory Partners, an estimated $17.6M sold.

Based on aggregated 13F filings for Q3 2025.