DFGR icon

Dimensional Global Real Estate ETF
DFGR

Overview Fund Activity

102 hedge funds and large institutions have $660M 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, 8 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
102
Holders Change
+8
Holders Change %
+8.51%
% 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
0.18%
New
18
Increased
71
Reduced
8
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FFM
1
Forum Financial Management
Illinois
$278M
2
JFG
2
JMG Financial Group
Illinois
$37.4M
3
LPL Financial
3
LPL Financial
California
$11.8M
4
PO
4
Private Ocean
California
$27.9M
5
AAP
5
Arax Advisory Partners
Colorado
$12.4M

Top Sellers

1
Jane Street
1
Jane Street
New York
$3.73M
2
CHP
2
Cable Hill Partners
Oregon
$757K
3
FPCG
3
Forum Private Client Group
Indiana
$0
4
VF
4
Vawter Financial
Ohio
$604K
5
CCA
5
Cravens & Co Advisors
Tennessee
$447K
Name Holding Trade Value Shares
Change 		Shares
Change %
CTWM
51
Cherry Tree Wealth Management
Minnesota
$1.33M +$58.5K +2,611 +5%
TFA
52
Triad Financial Advisors
North Carolina
$1.28M +$1.28M +57,002 New
RGF
53
Retirement Guys Formula
Ohio
$1.26M -$68.4K -3,050 -5%
SRC
54
Sage Rhino Capital
California
$1.25M +$32.9K +1,467 +3%
NRWA
55
North Ridge Wealth Advisors
Oregon
$1.2M +$315K +14,045 +36%
SCM
56
SOL Capital Management
Maryland
$1.14M +$1.14M +50,765 New
LFA
57
Level Financial Advisors
New York
$1.12M +$371K +16,553 +49%
JPMorgan Chase & Co
58
JPMorgan Chase & Co
New York
$852K +$65.1K +2,903 +8%
DADC
59
D.A. Davidson & Co
Montana
$843K +$109K +4,850 +15%
CHP
60
Cable Hill Partners
Oregon
$757K -$6.03M -269,251 -89%
USCWA
61
U.S. Capital Wealth Advisors
Texas
$725K -$30.8K -1,375 -4%
MFS
62
McNamara Financial Services
Massachusetts
$724K +$724K +32,295 New
C1AG
63
Client 1st Advisory Group
Florida
$710K +$473K +21,100 +199%
MWM
64
Modera Wealth Management
New Jersey
$692K +$1.91K +85 +0.3%
Susquehanna International Group
65
Susquehanna International Group
Pennsylvania
$665K +$665K +29,693 New
VF
66
Vawter Financial
Ohio
$604K -$420K -18,747 -41%
AP
67
Adero Partners
California
$583K +$6.66K +297 +1%
QHA
68
Quarry Hill Advisors
Minnesota
$547K +$547K +24,430 New
CFO
69
Collective Family Office
Pennsylvania
$525K +$36.3K +1,622 +7%
WP
70
WealthSource Partners
California
$518K +$11.2K +501 +2%
QFA
71
Quantum Financial Advisors
California
$490K +$90 +4 +0%
TWD
72
True Wealth Design
Ohio
$467K +$411K +18,359 +736%
NA
73
NewEdge Advisors
Louisiana
$451K +$232K +10,335 +105%
CCA
74
Cravens & Co Advisors
Tennessee
$447K -$243K -10,838 -35%
MWM
75
Mattern Wealth Management
Kansas
$434K +$434K +19,365 New
1 2
3
4 5