DFGR icon

Dimensional Global Real Estate ETF
DFGR

Overview Fund Activity

180 hedge funds and large institutions have $1.33B invested in Dimensional Global Real Estate ETF in 2024 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 119 increasing their positions, 25 reducing their positions, and 6 closing their positions.

Holders
180
Holders Change
+20
Holders Change %
+12.5%
% of All Funds
2.62%
Holding in Top 10
22
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+15.79%
% of All Funds
0.32%
New
26
Increased
119
Reduced
25
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SC
1
Savant Capital
Illinois
$68M
2
JFG
2
JMG Financial Group
Illinois
$77.8M
3
SW
3
Simplicity Wealth
New Jersey
$12.6M
4
BSW
4
Buckingham Strategic Wealth
Missouri
$60.3M
5
BJL
5
Brighton Jones LLC
Washington
$41.2M

Top Sellers

1
FFM
1
Forum Financial Management
Illinois
$345M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$3.07M
3
Corient Private Wealth
3
Corient Private Wealth
Florida
$52.2M
4
GOCP
4
Great Oak Capital Partners
Massachusetts
$1.01M
5
OMC
5
Old Mission Capital
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
RRCM
51
Rappaport Reiches Capital Management
Illinois
$4.35M +$599K +23,952 +16%
SIC
52
SJS Investment Consulting
Ohio
$4.23M +$402K +16,082 +11%
WA
53
Wealth Architects
California
$4.14M +$578K +23,133 +16%
AF
54
Advisornet Financial
Minnesota
$4.11M +$119K +4,751 +3%
SRB
55
Shotwell Rutter Baer
Michigan
$3.96M +$141K +5,637 +4%
BPA
56
Beacon Pointe Advisors
California
$3.89M +$373K +14,906 +11%
RA
57
RFG Advisory
Alabama
$3.81M +$314K +12,559 +9%
SFP
58
Sterling Financial Planning
New Jersey
$3.78M +$889K +35,558 +31%
NRWA
59
North Ridge Wealth Advisors
Oregon
$3.68M +$508K +20,329 +16%
LI
60
LRI Investments
Florida
$3.31M +$340K +13,601 +11%
WCA
61
Waypoint Capital Advisors
Minnesota
$3.29M -$49.7K -1,987 -1%
JPMorgan Chase & Co
62
JPMorgan Chase & Co
New York
$3.28M +$663K +26,531 +25%
WWP
63
Waypoint Wealth Partners
California
$3.28M +$589K +23,580 +22%
VF
64
Vawter Financial
Ohio
$3.15M +$588K +23,532 +23%
LG
65
LAM Group
Oregon
$3.14M -$1.06M -42,365 -25%
Envestnet Asset Management
66
Envestnet Asset Management
Illinois
$3.07M -$3.55M -141,976 -54%
CPIG
67
Chicago Partners Investment Group
Illinois
$2.88M +$112K +4,210 +4%
FTUS
68
Flow Traders U.S.
New York
$2.64M +$2.64M +105,763 New
CHA
69
Cooper/Haims Advisors
New York
$2.39M +$305K +12,192 +15%
NA
70
NewEdge Advisors
Louisiana
$2.25M +$70.9K +2,836 +3%
D.E. Shaw & Co
71
D.E. Shaw & Co
New York
$2.2M +$1.75M +69,873 +388%
CTWM
72
Cherry Tree Wealth Management
Minnesota
$2.17M +$136K +5,455 +7%
KF
73
Krilogy Financial
Missouri
$2.07M -$58.9K -2,356 -3%
CAPTRUST Financial Advisors
74
CAPTRUST Financial Advisors
North Carolina
$2.04M +$117K +4,669 +6%
AssetMark Inc
75
AssetMark Inc
California
$1.84M +$1.84M +73,704 New
1 2
3
4 5