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Dimensional Global Real Estate ETF
DFGR

Overview Fund Activity

255 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, 158 increasing their positions, 64 reducing their positions, and 7 closing their positions.

Holders
255
Holders Change
+6
Holders Change %
+2.41%
% of All Funds
3.42%
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
158
Reduced
64
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SC
1
Savant Capital
Illinois
$180M
2
RWM
2
Rockwood Wealth Management
Pennsylvania
$14.4M
3
TWA
3
TCI Wealth Advisors
Arizona
$51.9M
4
FFM
4
Forum Financial Management
Illinois
$390M
5
VAS
5
Vestmark Advisory Solutions
Massachusetts
$13.4M

Top Sellers

1
Corient Private Wealth
1
Corient Private Wealth
Florida
$26M
2
VF
2
Vawter Financial
Ohio
$367K
3
Mercer Global Advisors
3
Mercer Global Advisors
Colorado
$2.91M
4
PCA
4
Prosperity Capital Advisors
Ohio
$0
5
Jane Street
5
Jane Street
New York
$9.98M
Name Market Value Shares Shares
Change 		Shares
Change %
PCM
51
Peirce Capital Management
Texas
$6.47M 241,324 -24,835 -9%
SIC
52
SJS Investment Consulting
Ohio
$6.34M 236,145 +35,075 +17%
RFG
53
REAP Financial Group
Texas
$6.02M 224,548 -1,788 -0.8%
Envestnet Asset Management
54
Envestnet Asset Management
Illinois
$5.98M 222,765 +10,154 +5%
WA
55
Wealth Architects
California
$5.95M 221,720 +19,805 +10%
AA
56
Armis Advisers
Georgia
$5.63M 209,698 +5,994 +3%
GM
57
GeoWealth Management
Illinois
$5.58M 207,992 -3,600 -2%
TFG
58
Tilson Financial Group
New Jersey
$5.55M 206,840 -2,989 -1%
SFP
59
Sterling Financial Planning
New Jersey
$5.43M 202,568 +15,477 +8%
Wealth Enhancement Advisory Services
60
Wealth Enhancement Advisory Services
Minnesota
$5.29M 195,474 -3,233 -2%
Pathstone Holdings
61
Pathstone Holdings
New Jersey
$5.15M 192,071 -8,552 -4%
EWA
62
EverSource Wealth Advisors
Alabama
$5.11M 190,522 -5,712 -3%
AF
63
Advisornet Financial
Minnesota
$5.09M 189,695 +5,136 +3%
XPN
64
XY Planning Network
Montana
$5.07M 189,126 -10,068 -5%
BH
65
Burk Holdings
Oklahoma
$5.06M 188,519 +26,132 +16%
AG
66
AlTi Global
New York
$4.82M 179,651 +179,651 New
NDWM
67
New Dimensions Wealth Management
Texas
$4.74M 174,207 +5,803 +3%
HWM
68
Hemington Wealth Management
Virginia
$4.69M 174,938 +22,822 +15%
NCM
69
New Capital Management
Texas
$4.67M 174,110 -34,580 -17%
MWM
70
McMill Wealth Management
Nebraska
$4.67M 175,189 +5,495 +3%
SRB
71
Shotwell Rutter Baer
Michigan
$4.63M 171,249 +3,494 +2%
HIA
72
HFM Investment Advisors
New Jersey
$4.3M 160,435 +7,469 +5%
FPCG
73
Forum Private Client Group
Indiana
$4.19M 156,087 +12,812 +9%
VBA
74
von Borstel & Associates
Oregon
$4.08M 152,426 +10,766 +8%
LG
75
LAM Group
Oregon
$3.9M 145,515 -35,260 -20%
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