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Dimensional Global Real Estate ETF
DFGR

Overview Fund Activity

242 hedge funds and large institutions have $1.68B invested in Dimensional Global Real Estate ETF in 2024 Q4 according to their latest regulatory filings, with 60 funds opening new positions, 147 increasing their positions, 31 reducing their positions, and 8 closing their positions.

Holders
242
Holders Change
+49
Holders Change %
+25.39%
% of All Funds
3.22%
Holding in Top 10
27
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+12.5%
% of All Funds
0.36%
New
60
Increased
147
Reduced
31
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SC
1
Savant Capital
Illinois
$116M
2
Jane Street
2
Jane Street
New York
$28.3M
3
JFG
3
JMG Financial Group
Illinois
$102M
4
Focus Partners Wealth
4
Focus Partners Wealth
Massachusetts
$78.3M
5
EFP
5
Elser Financial Planning
Indiana
$10.8M

Top Sellers

1
Corient Private Wealth
1
Corient Private Wealth
Florida
$45.6M
2
FIS
2
Fischer Investment Strategies
California
$2.72M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$0
4
FFM
4
Forum Financial Management
Illinois
$358M
5
SW
5
Simplicity Wealth
New Jersey
$0
Name Market Value Shares Shares
Change 		Shares
Change %
RRCM
51
Rappaport Reiches Capital Management
Illinois
$5.24M 205,343 +17,993 +10%
RFG
52
REAP Financial Group
Texas
$5.23M 204,949 -554 -0.3%
VAS
53
Vestmark Advisory Solutions
Massachusetts
$5.21M 204,071 +29,703 +17%
Wealth Enhancement Advisory Services
54
Wealth Enhancement Advisory Services
Minnesota
$5.14M 201,429 -4,159 -2%
TFG
55
Tilson Financial Group
New Jersey
$5.11M 200,050 +13,428 +7%
PWM
56
Parkshore Wealth Management
California
$5.04M 197,261 +197,261 New
Envestnet Asset Management
57
Envestnet Asset Management
Illinois
$4.99M 195,427 +16,870 +9%
XPN
58
XY Planning Network
Montana
$4.94M 193,557 +193,557 New
SIC
59
SJS Investment Consulting
Ohio
$4.91M 192,397 +11,630 +6%
WA
60
Wealth Architects
California
$4.83M 189,291 +10,263 +6%
AA
61
Armis Advisers
Georgia
$4.73M 185,268 +185,268 New
BPA
62
Beacon Pointe Advisors
California
$4.53M 177,331 +7,188 +4%
RA
63
RFG Advisory
Alabama
$4.49M 175,995 +9,708 +6%
AF
64
Advisornet Financial
Minnesota
$4.46M 174,595 +7,611 +5%
SFP
65
Sterling Financial Planning
New Jersey
$4.43M 173,385 +7,474 +5%
MFWP
66
Mosaic Family Wealth Partners
Missouri
$4.29M 168,164 -14,005 -8%
SRB
67
Shotwell Rutter Baer
Michigan
$4.09M 165,224 +3,530 +2%
LI
68
LRI Investments
Florida
$4.07M 159,330 +16,372 +11%
BH
69
Burk Holdings
Oklahoma
$3.99M 156,094 +156,094 New
NA
70
NewEdge Advisors
Louisiana
$3.96M 154,906 +3,991 +3%
VF
71
Vawter Financial
Ohio
$3.82M 149,448 +20,294 +16%
MWM
72
McMill Wealth Management
Nebraska
$3.59M 140,472 +140,472 New
JPMorgan Chase & Co
73
JPMorgan Chase & Co
New York
$3.49M 136,697 +12,745 +10%
CWD
74
Clarity Wealth Development
Oregon
$3.39M 131,025 +131,025 New
WWP
75
Waypoint Wealth Partners
California
$3.38M 132,402 -1,003 -0.8%
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3
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