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Dimensional Global Real Estate ETF
DFGR

161 hedge funds and large institutions have $1.24B invested in Dimensional Global Real Estate ETF in 2024 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 114 increasing their positions, 23 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

396% more repeat investments, than reductions

Existing positions increased: 114 | Existing positions reduced: 23

50% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 10

7% more capital invested

Capital invested by funds: $1.16B → $1.24B (+$78.2M)

2% more funds holding

Funds holding: 158 → 161 (+3)

4.4% less ownership

Funds ownership: 81.52% → 77.12% (-4.4%)

10% less funds holding in top 10

Funds holding in top 10: 21 → 19 (-2)

Holders
161
Holders Change
+3
Holders Change %
+1.9%
% of All Funds
2.32%
Holding in Top 10
19
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-9.52%
% of All Funds
0.27%
New
15
Increased
114
Reduced
23
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Financial Engines Advisors
Financial Engines Advisors
California
+$12.5M
2
JFG
JMG Financial Group
Illinois
+$12.2M
3
SC
Savant Capital
Illinois
+$10.1M
4
BSW
Buckingham Strategic Wealth
Missouri
+$8.92M
5
SIM
Stratos Investment Management
Ohio
+$4.82M

Top Sellers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
-$11.4M
2
FPAS
Focus Partners Advisor Solutions
Missouri
-$8.51M
3
B
BetterWealth
California
-$4.45M
4
FTUS
Flow Traders U.S.
New York
-$2.9M
5
CHA
Cooper/Haims Advisors
New York
-$2.11M
Name Holding Trade Value Shares
Change 		Change in
Stake
SIC
51
SJS Investment Consulting
Ohio
$3.91M +$2.01M +79,971 +109%
SRB
52
Shotwell Rutter Baer
Michigan
$3.87M +$28.7K +1,143 +0.8%
RRCM
53
Rappaport Reiches Capital Management
Illinois
$3.84M +$407K +16,226 +12%
RFG
54
REAP Financial Group
Texas
$3.83M +$1.34M +53,552 +55%
WA
55
Wealth Architects
California
$3.64M +$651K +25,946 +22%
BPA
56
Beacon Pointe Advisors
California
$3.6M +$656K +26,152 +23%
RA
57
RFG Advisory
Alabama
$3.57M +$191K +7,633 +6%
GOCP
58
Great Oak Capital Partners
Massachusetts
$3.44M -$1.51M -60,050 -31%
WCA
59
Waypoint Capital Advisors
Minnesota
$3.41M -$187K -7,469 -5%
NRWA
60
North Ridge Wealth Advisors
Oregon
$3.24M +$333K +13,297 +12%
LI
61
LRI Investments
Florida
$3.03M +$2.98M +118,837 New
SFP
62
Sterling Financial Planning
New Jersey
$2.95M +$721K +28,759 +33%
WWP
63
Waypoint Wealth Partners
California
$2.75M +$205K +8,158 +8%
JP Morgan Chase
64
JP Morgan Chase
New York
$2.67M +$1.27M +50,805 +94%
VF
65
Vawter Financial
Ohio
$2.62M +$181K +7,236 +8%
CPIG
66
Chicago Partners Investment Group
Illinois
$2.49M +$627 +25 +0%
BEW
67
Burton Enright Welch
California
$2.35M -$56.8K -2,263 -2%
NA
68
NewEdge Advisors
Louisiana
$2.23M +$23.9K +953 +1%
KF
69
Krilogy Financial
Missouri
$2.18M +$74.7K +2,977 +4%
CHA
70
Cooper/Haims Advisors
New York
$2.13M -$2.11M -84,161 -50%
OMC
71
Old Mission Capital
Illinois
$2.09M +$310K +12,352 +18%
CTWM
72
Cherry Tree Wealth Management
Minnesota
$2.08M +$215K +8,567 +12%
RGF
73
Retirement Guys Formula
Ohio
$2.01M +$20.2K +806 +1%
SCM
74
SOL Capital Management
Maryland
$2M -$14.3K -570 -0.7%
CAPTRUST Financial Advisors
75
CAPTRUST Financial Advisors
North Carolina
$1.96M +$1.93M +76,858 New
1 2
3
4 5

DFGR Hedge Fund Activity: Q1 2024 in Review

161 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Dimensional Global Real Estate ETF (DFGR) for Q1 2024, worth a combined $1.24B — up 6.8% from $1.16B a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new DFGR positions and 10 closed out — a net gain of 5 holders — while 114 added to existing stakes and 23 trimmed.

The largest buyer was Financial Engines Advisors, opening a new position worth an estimated $12.5M. The largest seller was Jane Street, cutting an estimated $11.4M.

  • 161 institutional investors held Dimensional Global Real Estate ETF (DFGR) as of Q1 2024, up from 158 in Q4 2023.
  • Funds reported $1.24B of Dimensional Global Real Estate ETF stock for Q1 2024, up 6.8% quarter-over-quarter.
  • 15 funds opened new Dimensional Global Real Estate ETF positions in Q1 2024 and 10 closed out, a net change of +5 holders.
  • The largest Dimensional Global Real Estate ETF buyer in Q1 2024 was Financial Engines Advisors, an estimated $12.5M added.
  • The largest Dimensional Global Real Estate ETF seller in Q1 2024 was Jane Street, an estimated $11.4M sold.

Based on aggregated 13F filings for Q1 2024.