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Dimensional Global Real Estate ETF
DFGR

158 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, 77 increasing their positions, 17 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,450% more first-time investments, than exits

New positions opened: 62 | Existing positions closed: 4

353% more repeat investments, than reductions

Existing positions increased: 77 | Existing positions reduced: 17

91% more funds holding in top 10

Funds holding in top 10: 11 → 21 (+10)

75% more capital invested

Capital invested by funds: $661M → $1.16B (+$497M)

53% more funds holding

Funds holding: 103 → 158 (+55)

2.57% more ownership

Funds ownership: 78.96% → 81.52% (+2.6%)

Holders
158
Holders Change
+55
Holders Change %
+53.4%
% 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
77
Reduced
17
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
FFM
Forum Financial Management
Illinois
+$36.1M
2
BSW
Buckingham Strategic Wealth
Missouri
+$29.7M
3
QFA
Quantum Financial Advisors
California
+$20M
4
BJL
Brighton Jones LLC
Washington
+$16.6M
5
SC
Savant Capital
Illinois
+$16.4M

Top Sellers

Rank Fund Capital Flow
1
Osaic Holdings
Osaic Holdings
Arizona
-$2.97M
2
AFA
Alpha Financial Advisors
North Carolina
-$2.68M
3
RA
RFG Advisory
Alabama
-$1.7M
4
WWP
Waypoint Wealth Partners
California
-$1.57M
5
KF
Krilogy Financial
Missouri
-$1.17M
Name Holding Trade Value Shares
Change 		Change in
Stake
GWA
51
Geometric Wealth Advisors
District of Columbia
$3.28M +$944K +40,262 +47%
RK
52
Rather & Kittrell
Tennessee
$3.06M +$2.77M +117,958 New
WA
53
Wealth Architects
California
$3.03M +$754K +32,162 +38%
BPA
54
Beacon Pointe Advisors
California
$2.98M +$138K +5,888 +5%
LFA
55
Level Financial Advisors
New York
$2.95M +$1.49M +63,643 +127%
NRWA
56
North Ridge Wealth Advisors
Oregon
$2.95M +$1.41M +60,165 +113%
FTUS
57
Flow Traders U.S.
New York
$2.9M +$2.29M +97,678 +690%
CF
58
Corrigan Financial
Rhode Island
$2.88M +$787K +33,547 +43%
AF
59
Advisornet Financial
Minnesota
$2.66M +$189K +8,063 +9%
WWP
60
Waypoint Wealth Partners
California
$2.58M -$1.57M -67,029 -40%
CPIG
61
Chicago Partners Investment Group
Illinois
$2.57M -$42.7K -1,823 -2%
RFG
62
REAP Financial Group
Texas
$2.51M +$2.26M +96,589 New
VF
63
Vawter Financial
Ohio
$2.47M +$1.6M +68,250 +253%
BEW
64
Burton Enright Welch
California
$2.45M +$1.44M +61,245 +184%
SFP
65
Sterling Financial Planning
New Jersey
$2.26M +$445K +18,978 +28%
NA
66
NewEdge Advisors
Louisiana
$2.17M +$1.55M +66,140 +329%
KF
67
Krilogy Financial
Missouri
$2.14M -$1.17M -49,754 -38%
SCM
68
SOL Capital Management
Maryland
$2.05M +$656K +27,975 +55%
RGF
69
Retirement Guys Formula
Ohio
$2.02M +$508K +21,671 +39%
SIC
70
SJS Investment Consulting
Ohio
$1.9M +$305K +12,998 +22%
CTWM
71
Cherry Tree Wealth Management
Minnesota
$1.89M +$312K +13,309 +22%
OMC
72
Old Mission Capital
Illinois
$1.81M -$189K -8,064 -10%
HIGP
73
Hill Investment Group Partners
Missouri
$1.78M -$81.7K -3,484 -5%
MWM
74
Meritas Wealth Management
California
$1.7M +$1.31M +55,669 +572%
EC
75
Eaton-Cambridge
Arizona
$1.62M +$1.46M +62,390 New
1 2
3
4 5

DFGR Hedge Fund Activity: Q4 2023 in Review

158 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Dimensional Global Real Estate ETF (DFGR) for Q4 2023, worth a combined $1.16B — up 75% from $661M a quarter earlier.

Buyers outnumbered sellers: 62 funds opened new DFGR positions and 4 closed out — a net gain of 58 holders — while 77 added to existing stakes and 17 trimmed.

The largest buyer was Forum Financial Management, adding an estimated $36.1M. The largest seller was Osaic Holdings, cutting an estimated $2.97M.

  • 158 institutional investors held Dimensional Global Real Estate ETF (DFGR) as of Q4 2023, up from 103 in Q3 2023.
  • Funds reported $1.16B of Dimensional Global Real Estate ETF stock for Q4 2023, up 75% quarter-over-quarter.
  • 62 funds opened new Dimensional Global Real Estate ETF positions in Q4 2023 and 4 closed out, a net change of +58 holders.
  • The largest Dimensional Global Real Estate ETF buyer in Q4 2023 was Forum Financial Management, an estimated $36.1M added.
  • The largest Dimensional Global Real Estate ETF seller in Q4 2023 was Osaic Holdings, an estimated $2.97M sold.

Based on aggregated 13F filings for Q4 2023.