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Dimensional Global Real Estate ETF
DFGR

103 hedge funds and large institutions have $661M invested in Dimensional Global Real Estate ETF in 2023 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 71 increasing their positions, 9 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

689% more repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 9

120% more funds holding in top 10

Funds holding in top 10: 5 → 11 (+6)

80% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 10

24% more capital invested

Capital invested by funds: $532M → $661M (+$129M)

8% more funds holding

Funds holding: 95 → 103 (+8)

0.96% less ownership

Funds ownership: 79.91% → 78.96% (-0.96%)

Holders
103
Holders Change
+8
Holders Change %
+8.42%
% of All Funds
1.63%
Holding in Top 10
11
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+120%
% of All Funds
0.17%
New
18
Increased
71
Reduced
9
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FFM
Forum Financial Management
Illinois
+$44.2M
2
JFG
JMG Financial Group
Illinois
+$18.1M
3
LPL Financial
LPL Financial
California
+$12.7M
4
PO
Private Ocean
California
+$12.6M
5
AAP
Arax Advisory Partners
Colorado
+$12.3M

Top Sellers

1
Jane Street
Jane Street
New York
-$7.8M
2
CHP
Cable Hill Partners
Oregon
-$6.51M
3
BEW
Burton Enright Welch
California
-$720K
4
FPCG
Forum Private Client Group
Indiana
-$658K
5
VF
Vawter Financial
Ohio
-$454K
Name Holding Trade Value Shares
Change 		Change in
Stake
CTWM
51
Cherry Tree Wealth Management
Minnesota
$1.33M +$63.2K +2,611 +5%
TFA
52
Triad Financial Advisors
North Carolina
$1.28M +$1.38M +57,002 New
RGF
53
Retirement Guys Formula
Ohio
$1.26M -$73.8K -3,050 -5%
SRC
54
Sage Rhino Capital
California
$1.25M +$35.5K +1,467 +3%
NRWA
55
North Ridge Wealth Advisors
Oregon
$1.2M +$340K +14,045 +36%
SCM
56
SOL Capital Management
Maryland
$1.14M +$1.23M +50,765 New
LFA
57
Level Financial Advisors
New York
$1.12M +$401K +16,553 +49%
JP Morgan Chase
58
JP Morgan Chase
New York
$852K +$70.2K +2,903 +8%
DADC
59
D.A. Davidson & Co
Montana
$843K +$117K +4,850 +15%
CHP
60
Cable Hill Partners
Oregon
$757K -$6.51M -269,251 -89%
BEW
61
Burton Enright Welch
California
$744K -$720K -29,751 -47%
USCWA
62
U.S. Capital Wealth Advisors
Texas
$725K -$33.3K -1,375 -4%
MFS
63
McNamara Financial Services
Massachusetts
$724K +$781K +32,295 New
C1AG
64
Client 1st Advisory Group
Florida
$710K +$511K +21,100 +199%
MWM
65
Modera Wealth Management
New Jersey
$692K +$2.06K +85 +0.3%
Susquehanna International Group
66
Susquehanna International Group
Pennsylvania
$665K +$718K +29,693 New
VF
67
Vawter Financial
Ohio
$604K -$454K -18,747 -41%
AP
68
Adero Partners
California
$583K +$7.19K +297 +1%
QHA
69
Quarry Hill Advisors
Minnesota
$547K +$591K +24,430 New
CFO
70
Collective Family Office
Pennsylvania
$525K +$39.2K +1,622 +7%
WP
71
WealthSource Partners
California
$518K +$12.1K +501 +2%
QFA
72
Quantum Financial Advisors
California
$490K +$97 +4 +0%
TWD
73
True Wealth Design
Ohio
$467K +$444K +18,359 +736%
NA
74
NewEdge Advisors
Louisiana
$451K +$250K +10,335 +105%
CCA
75
Cravens & Co Advisors
Tennessee
$447K -$262K -10,838 -35%
1 2
3
4 5

DFGR Hedge Fund Activity: Q3 2023 in Review

103 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Dimensional Global Real Estate ETF (DFGR) for Q3 2023, worth a combined $661M — up 24% from $532M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new DFGR positions and 10 closed out — a net gain of 8 holders — while 71 added to existing stakes and 9 trimmed.

The largest buyer was Forum Financial Management, adding an estimated $44.2M. The largest seller was Jane Street, cutting an estimated $7.8M.

  • 103 institutional investors held Dimensional Global Real Estate ETF (DFGR) as of Q3 2023, up from 95 in Q2 2023.
  • Funds reported $661M of Dimensional Global Real Estate ETF stock for Q3 2023, up 24% quarter-over-quarter.
  • 18 funds opened new Dimensional Global Real Estate ETF positions in Q3 2023 and 10 closed out, a net change of +8 holders.
  • The largest Dimensional Global Real Estate ETF buyer in Q3 2023 was Forum Financial Management, an estimated $44.2M added.
  • The largest Dimensional Global Real Estate ETF seller in Q3 2023 was Jane Street, an estimated $7.8M sold.

Based on aggregated 13F filings for Q3 2023.