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Dimensional Global Real Estate ETF
DFGR

Overview Fund Activity

157 hedge funds and large institutions have $1.16B invested in Dimensional Global Real Estate ETF in 2023 Q4 according to their latest regulatory filings, with 62 funds opening new positions, 76 increasing their positions, 17 reducing their positions, and 4 closing their positions.

Holders
157
Holders Change
+55
Holders Change %
+53.92%
% of All Funds
2.3%
Holding in Top 10
21
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+90.91%
% of All Funds
0.31%
New
62
Increased
76
Reduced
17
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FFM
1
Forum Financial Management
Illinois
$362M
2
BSW
2
Buckingham Strategic Wealth
Missouri
$43.9M
3
QFA
3
Quantum Financial Advisors
California
$22.7M
4
BJL
4
Brighton Jones LLC
Washington
$32.7M
5
SC
5
Savant Capital
Illinois
$40.6M

Top Sellers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$900K
2
AFA
2
Alpha Financial Advisors
North Carolina
$0
3
RA
3
RFG Advisory
Alabama
$3.44M
4
WWP
4
Waypoint Wealth Partners
California
$2.58M
5
KF
5
Krilogy Financial
Missouri
$2.14M
Name Market Value Shares Shares
Change 		Shares
Change %
GWA
51
Geometric Wealth Advisors
District of Columbia
$3.28M 126,292 +40,262 +47%
RK
52
Rather & Kittrell
Tennessee
$3.06M 117,958 +117,958 New
WA
53
Wealth Architects
California
$3.03M 116,679 +32,162 +38%
BPA
54
Beacon Pointe Advisors
California
$2.98M 114,689 +5,888 +5%
LFA
55
Level Financial Advisors
New York
$2.95M 113,666 +63,643 +127%
NRWA
56
North Ridge Wealth Advisors
Oregon
$2.95M 113,627 +60,165 +113%
FTUS
57
Flow Traders U.S.
New York
$2.91M 111,828 +97,678 +690%
CF
58
Corrigan Financial
Rhode Island
$2.88M 110,795 +33,547 +43%
AF
59
Advisornet Financial
Minnesota
$2.66M 102,398 +8,063 +9%
WWP
60
Waypoint Wealth Partners
California
$2.58M 99,374 -67,029 -40%
CPIG
61
Chicago Partners Investment Group
Illinois
$2.57M 103,799 -1,823 -2%
RFG
62
REAP Financial Group
Texas
$2.51M 96,589 +96,589 New
VF
63
Vawter Financial
Ohio
$2.47M 95,216 +68,250 +253%
SFP
64
Sterling Financial Planning
New Jersey
$2.26M 86,960 +18,978 +28%
NA
65
NewEdge Advisors
Louisiana
$2.17M 86,273 +66,140 +329%
KF
66
Krilogy Financial
Missouri
$2.14M 82,218 -49,754 -38%
SCM
67
SOL Capital Management
Maryland
$2.05M 78,740 +27,975 +55%
RGF
68
Retirement Guys Formula
Ohio
$2.02M 77,907 +21,671 +39%
SIC
69
SJS Investment Consulting
Ohio
$1.9M 73,050 +12,998 +22%
CTWM
70
Cherry Tree Wealth Management
Minnesota
$1.89M 72,754 +13,309 +22%
OMC
71
Old Mission Capital
Illinois
$1.81M 69,569 -8,064 -10%
HIGP
72
Hill Investment Group Partners
Missouri
$1.78M 68,695 -3,484 -5%
MWM
73
Meritas Wealth Management
California
$1.7M 65,403 +55,669 +572%
EC
74
Eaton-Cambridge
Arizona
$1.62M 62,390 +62,390 New
SRC
75
Sage Rhino Capital
California
$1.42M 54,476 -1,413 -3%
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3
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