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Dimensional Global Real Estate ETF
DFGR

Overview Fund Activity

193 hedge funds and large institutions have $1.63B invested in Dimensional Global Real Estate ETF in 2024 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 108 increasing their positions, 51 reducing their positions, and 11 closing their positions.

Holders
193
Holders Change
+13
Holders Change %
+7.22%
% of All Funds
2.79%
Holding in Top 10
24
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+9.09%
% of All Funds
0.35%
New
27
Increased
108
Reduced
51
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Focus Partners Wealth
1
Focus Partners Wealth
Massachusetts
$76.2M
2
WANY
2
Wealthspire Advisors (New York)
New York
$62.7M
3
SC
3
Savant Capital
Illinois
$107M
4
FPAS
4
Focus Partners Advisor Solutions
Missouri
$26.7M
5
JFG
5
JMG Financial Group
Illinois
$100M

Top Sellers

1
SW
1
Simplicity Wealth
New Jersey
$967K
2
MFWP
2
Mosaic Family Wealth Partners
Missouri
$5.26M
3
EFP
3
Elser Financial Planning
Indiana
$0
4
SIM
4
Stratos Investment Management
Ohio
$208K
5
Financial Engines Advisors
5
Financial Engines Advisors
California
$6.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
SIC
51
SJS Investment Consulting
Ohio
$5.22M +$337K +11,664 +7%
WA
52
Wealth Architects
California
$5.17M +$383K +13,270 +8%
Envestnet Asset Management
53
Envestnet Asset Management
Illinois
$5.15M +$1.6M +55,589 +45%
VAS
54
Vestmark Advisory Solutions
Massachusetts
$5.03M -$5.71K -198 -0.1%
BPA
55
Beacon Pointe Advisors
California
$4.91M +$415K +14,396 +9%
AF
56
Advisornet Financial
Minnesota
$4.82M +$72.7K +2,520 +2%
RA
57
RFG Advisory
Alabama
$4.8M +$398K +13,776 +9%
SFP
58
Sterling Financial Planning
New Jersey
$4.79M +$422K +14,634 +10%
SRB
59
Shotwell Rutter Baer
Michigan
$4.56M +$101K +3,591 +2%
LG
60
LAM Group
Oregon
$4.4M +$777K +26,940 +21%
NA
61
NewEdge Advisors
Louisiana
$4.36M +$1.76M +60,853 +68%
LI
62
LRI Investments
Florida
$3.88M +$286K +10,520 +8%
WWP
63
Waypoint Wealth Partners
California
$3.85M +$66.2K +2,293 +2%
VF
64
Vawter Financial
Ohio
$3.73M +$91.5K +3,170 +3%
JPMorgan Chase & Co
65
JPMorgan Chase & Co
New York
$3.58M -$211K -7,313 -6%
WCA
66
Waypoint Capital Advisors
Minnesota
$3.51M -$288K -9,975 -8%
CTWM
67
Cherry Tree Wealth Management
Minnesota
$3.48M +$972K +33,676 +39%
Susquehanna International Group
68
Susquehanna International Group
Pennsylvania
$3.24M +$3.24M +112,374 New
CPIG
69
Chicago Partners Investment Group
Illinois
$2.96M -$99K -3,501 -3%
RWM
70
Ruedi Wealth Management
Illinois
$2.88M +$1.3M +45,209 +83%
CHA
71
Cooper/Haims Advisors
New York
$2.85M +$96.9K +3,357 +4%
YWM
72
Yardley Wealth Management
Pennsylvania
$2.67M +$2.67M +92,411 New
SWM
73
Sterling Wealth Management
Illinois
$2.63M +$1.03M +35,839 +65%
CAPTRUST Financial Advisors
74
CAPTRUST Financial Advisors
North Carolina
$2.6M +$242K +8,402 +10%
FPCG
75
Forum Private Client Group
Indiana
$2.47M +$708K +24,529 +40%
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