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Dimensional Global Real Estate ETF

194 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, 109 increasing their positions, 51 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

145% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 11

114% more repeat investments, than reductions

Existing positions increased: 109 | Existing positions reduced: 51

23% more capital invested

Capital invested by funds: $1.33B → $1.63B (+$300M)

9% more funds holding in top 10

Funds holding in top 10: 2224 (+2)

7% more funds holding

Funds holding: 181194 (+13)

0.07% more ownership

Funds ownership: 75.93%76% (+0.07%)

Holders
194
Holders Change
+13
Holders Change %
+7.18%
% 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
0.34%
New
27
Increased
109
Reduced
51
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SIC
51
SJS Investment Consulting
Ohio
$5.22M +$318K +11,664 +7%
WA
52
Wealth Architects
California
$5.17M +$361K +13,270 +8%
Envestnet Asset Management
53
Envestnet Asset Management
Illinois
$5.15M +$1.51M +55,589 +45%
VAS
54
Vestmark Advisory Solutions
Massachusetts
$5.03M -$5.39K -198 -0.1%
BPA
55
Beacon Pointe Advisors
California
$4.91M +$392K +14,396 +9%
AF
56
Advisornet Financial
Minnesota
$4.82M +$68.6K +2,520 +2%
RA
57
RFG Advisory
Alabama
$4.8M +$375K +13,776 +9%
SFP
58
Sterling Financial Planning
New Jersey
$4.79M +$399K +14,634 +10%
SRB
59
Shotwell Rutter Baer
Michigan
$4.56M +$97.8K +3,591 +2%
LG
60
LAM Group
Oregon
$4.4M +$734K +26,940 +21%
NA
61
NewEdge Advisors
Louisiana
$4.36M +$1.66M +60,853 +68%
LI
62
LRI Investments
Florida
$3.88M +$287K +10,520 +8%
WWP
63
Waypoint Wealth Partners
California
$3.85M +$62.5K +2,293 +2%
VF
64
Vawter Financial
Ohio
$3.73M +$86.4K +3,170 +3%
JP Morgan Chase
65
JP Morgan Chase
New York
$3.58M -$199K -7,313 -6%
WCA
66
Waypoint Capital Advisors
Minnesota
$3.51M -$272K -9,975 -8%
CTWM
67
Cherry Tree Wealth Management
Minnesota
$3.48M +$917K +33,676 +39%
Susquehanna International Group
68
Susquehanna International Group
Pennsylvania
$3.24M +$3.06M +112,374 New
BEW
69
Burton Enright Welch
California
$3.12M +$81.3K +2,983 +3%
CPIG
70
Chicago Partners Investment Group
Illinois
$2.96M -$95.4K -3,501 -3%
RWM
71
Ruedi Wealth Management
Illinois
$2.88M +$1.23M +45,209 +83%
CHA
72
Cooper/Haims Advisors
New York
$2.85M +$91.5K +3,357 +4%
YWM
73
Yardley Wealth Management
Pennsylvania
$2.67M +$2.52M +92,411 New
SWM
74
Sterling Wealth Management
Illinois
$2.63M +$976K +35,839 +65%
CAPTRUST Financial Advisors
75
CAPTRUST Financial Advisors
North Carolina
$2.6M +$229K +8,402 +10%

DFGR Hedge Fund Activity: Q3 2024 in Review

194 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Dimensional Global Real Estate ETF (DFGR) for Q3 2024, worth a combined $1.63B — up 23% from $1.33B a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new DFGR positions and 11 closed out — a net gain of 16 holders — while 109 added to existing stakes and 51 trimmed.

The largest buyer was Focus Partners Wealth, opening a new position worth an estimated $71.9M. The largest seller was Simplicity Wealth, cutting an estimated $12.8M.

  • 194 institutional investors held Dimensional Global Real Estate ETF (DFGR) as of Q3 2024, up from 181 in Q2 2024.
  • Funds reported $1.63B of Dimensional Global Real Estate ETF stock for Q3 2024, up 23% quarter-over-quarter.
  • 27 funds opened new Dimensional Global Real Estate ETF positions in Q3 2024 and 11 closed out, a net change of +16 holders.
  • The largest Dimensional Global Real Estate ETF buyer in Q3 2024 was Focus Partners Wealth, an estimated $71.9M added.
  • The largest Dimensional Global Real Estate ETF seller in Q3 2024 was Simplicity Wealth, an estimated $12.8M sold.

Based on aggregated 13F filings for Q3 2024.