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Dimensional Global Real Estate ETF

181 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, 120 increasing their positions, 25 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

380% more repeat investments, than reductions

Existing positions increased: 120 | Existing positions reduced: 25

333% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 6

16% more funds holding in top 10

Funds holding in top 10: 1922 (+3)

12% more funds holding

Funds holding: 161181 (+20)

7% more capital invested

Capital invested by funds: $1.24B → $1.33B (+$92.3M)

1.19% less ownership

Funds ownership: 77.12%75.93% (-1.2%)

Holders
181
Holders Change
+20
Holders Change %
+12.42%
% of All Funds
2.61%
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
120
Reduced
25
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RRCM
51
Rappaport Reiches Capital Management
Illinois
$4.35M +$589K +23,952 +16%
SIC
52
SJS Investment Consulting
Ohio
$4.23M +$396K +16,082 +11%
WA
53
Wealth Architects
California
$4.14M +$569K +23,133 +16%
AF
54
Advisornet Financial
Minnesota
$4.11M +$117K +4,751 +3%
SRB
55
Shotwell Rutter Baer
Michigan
$3.96M +$139K +5,637 +4%
BPA
56
Beacon Pointe Advisors
California
$3.89M +$367K +14,906 +11%
RA
57
RFG Advisory
Alabama
$3.81M +$309K +12,559 +9%
SFP
58
Sterling Financial Planning
New Jersey
$3.78M +$875K +35,558 +31%
NRWA
59
North Ridge Wealth Advisors
Oregon
$3.68M +$500K +20,329 +16%
LI
60
LRI Investments
Florida
$3.31M +$335K +13,601 +11%
WCA
61
Waypoint Capital Advisors
Minnesota
$3.29M -$48.9K -1,987 -1%
JP Morgan Chase
62
JP Morgan Chase
New York
$3.28M +$653K +26,531 +25%
WWP
63
Waypoint Wealth Partners
California
$3.28M +$580K +23,580 +22%
VF
64
Vawter Financial
Ohio
$3.15M +$579K +23,532 +23%
LG
65
LAM Group
Oregon
$3.14M -$1.04M -42,365 -25%
Envestnet Asset Management
66
Envestnet Asset Management
Illinois
$3.07M -$3.49M -141,976 -54%
CPIG
67
Chicago Partners Investment Group
Illinois
$2.88M +$104K +4,210 +4%
FTUS
68
Flow Traders U.S.
New York
$2.64M +$2.6M +105,763 New
BEW
69
Burton Enright Welch
California
$2.62M +$315K +12,793 +14%
CHA
70
Cooper/Haims Advisors
New York
$2.39M +$300K +12,192 +15%
NA
71
NewEdge Advisors
Louisiana
$2.25M +$69.8K +2,836 +3%
D.E. Shaw & Co
72
D.E. Shaw & Co
New York
$2.2M +$1.72M +69,873 +388%
CTWM
73
Cherry Tree Wealth Management
Minnesota
$2.17M +$134K +5,455 +7%
KF
74
Krilogy Financial
Missouri
$2.07M -$58K -2,356 -3%
CAPTRUST Financial Advisors
75
CAPTRUST Financial Advisors
North Carolina
$2.04M +$115K +4,669 +6%

DFGR Hedge Fund Activity: Q2 2024 in Review

181 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Dimensional Global Real Estate ETF (DFGR) for Q2 2024, worth a combined $1.33B — up 7.5% from $1.24B a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new DFGR positions and 6 closed out — a net gain of 20 holders — while 120 added to existing stakes and 25 trimmed.

The largest buyer was Savant Capital, adding an estimated $18.7M. The largest seller was Forum Financial Management, cutting an estimated $7.19M.

  • 181 institutional investors held Dimensional Global Real Estate ETF (DFGR) as of Q2 2024, up from 161 in Q1 2024.
  • Funds reported $1.33B of Dimensional Global Real Estate ETF stock for Q2 2024, up 7.5% quarter-over-quarter.
  • 26 funds opened new Dimensional Global Real Estate ETF positions in Q2 2024 and 6 closed out, a net change of +20 holders.
  • The largest Dimensional Global Real Estate ETF buyer in Q2 2024 was Savant Capital, an estimated $18.7M added.
  • The largest Dimensional Global Real Estate ETF seller in Q2 2024 was Forum Financial Management, an estimated $7.19M sold.

Based on aggregated 13F filings for Q2 2024.