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Dimensional Global Real Estate ETF
DFGR

68 hedge funds and large institutions have $263M invested in Dimensional Global Real Estate ETF in 2023 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 29 increasing their positions, 3 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

867% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 3

750% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 4

79% more funds holding

Funds holding: 38 → 68 (+30)

57% more capital invested

Capital invested by funds: $167M → $263M (+$95.7M)

33% more funds holding in top 10

Funds holding in top 10: 3 → 4 (+1)

16.76% less ownership

Funds ownership: 93.44% → 76.68% (-17%)

Holders
68
Holders Change
+30
Holders Change %
+78.95%
% of All Funds
1.08%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
34
Increased
29
Reduced
3
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
FFM
Forum Financial Management
Illinois
+$19.4M
2
Corient Private Wealth
Corient Private Wealth
Florida
+$16.1M
3
JFG
JMG Financial Group
Illinois
+$12M
4
MFWP
Mosaic Family Wealth Partners
Missouri
+$10.4M
5
RCI
RS Crum Inc
California
+$7.64M

Top Sellers

Rank Fund Capital Flow
1
PFO
Pathstone Family Office
New Jersey
-$5.2M
2
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$4.88M
3
AWP
Abacus Wealth Partners
California
-$4.64M
4
FTUS
Flow Traders U.S.
New York
-$1.89M
5
Citadel Advisors
Citadel Advisors
Florida
-$421K
Name Holding Trade Value Shares
Change 		Change in
Stake
LFA
51
Level Financial Advisors
New York
$440K +$453K +17,940 New
WP
52
WealthSource Partners
California
$432K +$444K +17,588 New
EAM
53
Evanson Asset Management
California
$375K +$386K +15,262 New
MWM
54
Meritas Wealth Management
California
$290K +$80.5K +3,187 +37%
W
55
WorthPointe
California
$280K – – –
NL
56
NWAM LLC
Washington
$256K +$263K +10,424 New
Truist Financial
57
Truist Financial
North Carolina
$251K +$258K +10,229 New
EWA
58
EverSource Wealth Advisors
Alabama
$111K +$114K +4,513 New
RWM
59
Ruedi Wealth Management
Illinois
$109K +$108K +4,255 +2,239%
LFG
60
Larson Financial Group
Missouri
$63.1K +$20.6K +814 +46%
MFC
61
Morris Financial Concepts
South Carolina
$52.6K +$32K +1,266 +145%
RLIM
62
Red Lighthouse Investment Management
New York
$48.3K +$14.4K +569 +41%
CT
63
Colonial Trust
South Carolina
$25.3K +$8.56K +339 +49%
AWM
64
Aspire Wealth Management
Massachusetts
$20.3K +$20.9K +827 New
DI
65
Disciplined Investments
Oklahoma
$10.5K +$10.8K +428 New
JP Morgan Chase
66
JP Morgan Chase
New York
$8.59K +$8.84K +350 New
Commonwealth Equity Services
67
Commonwealth Equity Services
Massachusetts
$4.59K +$1.78M +70,256 +60%
BAM
68
Belpointe Asset Management
Nevada
$1.03K – – –
Dimensional Fund Advisors
69
Dimensional Fund Advisors
Texas
– -$4.88M -200,000 Closed
AWP
70
Abacus Wealth Partners
California
– -$4.64M -190,207 Closed
Citadel Advisors
71
Citadel Advisors
Florida
– -$421K -17,258 Closed
QHA
72
Quarry Hill Advisors
Minnesota
– -$338K -13,843 Closed
1 2
3

DFGR Hedge Fund Activity: Q1 2023 in Review

68 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Dimensional Global Real Estate ETF (DFGR) for Q1 2023, worth a combined $263M — up 57% from $167M a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new DFGR positions and 4 closed out — a net gain of 30 holders — while 29 added to existing stakes and 3 trimmed.

The largest buyer was Forum Financial Management, adding an estimated $19.4M. The largest seller was Pathstone Family Office, cutting an estimated $5.2M.

  • 68 institutional investors held Dimensional Global Real Estate ETF (DFGR) as of Q1 2023, up from 38 in Q4 2022.
  • Funds reported $263M of Dimensional Global Real Estate ETF stock for Q1 2023, up 57% quarter-over-quarter.
  • 34 funds opened new Dimensional Global Real Estate ETF positions in Q1 2023 and 4 closed out, a net change of +30 holders.
  • The largest Dimensional Global Real Estate ETF buyer in Q1 2023 was Forum Financial Management, an estimated $19.4M added.
  • The largest Dimensional Global Real Estate ETF seller in Q1 2023 was Pathstone Family Office, an estimated $5.2M sold.

Based on aggregated 13F filings for Q1 2023.