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Dimensional Global Real Estate ETF
DFGR

243 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, 148 increasing their positions, 31 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

650% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 8

377% more repeat investments, than reductions

Existing positions increased: 148 | Existing positions reduced: 31

25% more funds holding

Funds holding: 194 → 243 (+49)

13% more funds holding in top 10

Funds holding in top 10: 24 → 27 (+3)

4.67% more ownership

Funds ownership: 76% → 80.67% (+4.7%)

3% more capital invested

Capital invested by funds: $1.63B → $1.68B (+$49.6M)

Holders
243
Holders Change
+49
Holders Change %
+25.26%
% of All Funds
3.2%
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
148
Reduced
31
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SC
Savant Capital
Illinois
+$23M
2
Jane Street
Jane Street
New York
+$16.3M
3
JFG
JMG Financial Group
Illinois
+$14.4M
4
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$11.8M
5
EFP
Elser Financial Planning
Indiana
+$11.6M

Top Sellers

1
Corient Private Wealth
Corient Private Wealth
Florida
-$7.16M
2
FIS
Fischer Investment Strategies
California
-$3.96M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$3.24M
4
FFM
Forum Financial Management
Illinois
-$1.43M
5
SW
Simplicity Wealth
New Jersey
-$967K
Name Holding Trade Value Shares
Change 		Change in
Stake
RRCM
51
Rappaport Reiches Capital Management
Illinois
$5.24M +$494K +17,993 +10%
RFG
52
REAP Financial Group
Texas
$5.23M -$15.2K -554 -0.3%
VAS
53
Vestmark Advisory Solutions
Massachusetts
$5.21M +$815K +29,703 +17%
Wealth Enhancement Advisory Services
54
Wealth Enhancement Advisory Services
Minnesota
$5.14M -$114K -4,159 -2%
TFG
55
Tilson Financial Group
New Jersey
$5.11M +$369K +13,428 +7%
PWM
56
Parkshore Wealth Management
California
$5.04M +$5.41M +197,261 New
Envestnet Asset Management
57
Envestnet Asset Management
Illinois
$4.99M +$463K +16,870 +9%
XPN
58
XY Planning Network
Montana
$4.94M +$5.31M +193,557 New
SIC
59
SJS Investment Consulting
Ohio
$4.91M +$319K +11,630 +6%
WA
60
Wealth Architects
California
$4.83M +$282K +10,263 +6%
AA
61
Armis Advisers
Georgia
$4.73M +$5.08M +185,268 New
BPA
62
Beacon Pointe Advisors
California
$4.53M +$197K +7,188 +4%
RA
63
RFG Advisory
Alabama
$4.49M +$266K +9,708 +6%
AF
64
Advisornet Financial
Minnesota
$4.46M +$209K +7,611 +5%
SFP
65
Sterling Financial Planning
New Jersey
$4.43M +$205K +7,474 +5%
MFWP
66
Mosaic Family Wealth Partners
Missouri
$4.29M -$384K -14,005 -8%
SRB
67
Shotwell Rutter Baer
Michigan
$4.09M +$96.9K +3,530 +2%
LI
68
LRI Investments
Florida
$4.07M +$449K +16,372 +11%
BH
69
Burk Holdings
Oklahoma
$3.99M +$4.28M +156,094 New
NA
70
NewEdge Advisors
Louisiana
$3.96M +$110K +3,991 +3%
VF
71
Vawter Financial
Ohio
$3.82M +$557K +20,294 +16%
MWM
72
McMill Wealth Management
Nebraska
$3.59M +$3.86M +140,472 New
JP Morgan Chase
73
JP Morgan Chase
New York
$3.49M +$350K +12,745 +10%
CWD
74
Clarity Wealth Development
Oregon
$3.39M +$3.6M +131,025 New
WWP
75
Waypoint Wealth Partners
California
$3.38M -$27.5K -1,003 -0.8%
1 2
3
4 5

DFGR Hedge Fund Activity: Q4 2024 in Review

243 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Dimensional Global Real Estate ETF (DFGR) for Q4 2024, worth a combined $1.68B — up 3% from $1.63B a quarter earlier.

Buyers outnumbered sellers: 60 funds opened new DFGR positions and 8 closed out — a net gain of 52 holders — while 148 added to existing stakes and 31 trimmed.

The largest buyer was Savant Capital, adding an estimated $23M. The largest seller was Corient Private Wealth, cutting an estimated $7.16M.

  • 243 institutional investors held Dimensional Global Real Estate ETF (DFGR) as of Q4 2024, up from 194 in Q3 2024.
  • Funds reported $1.68B of Dimensional Global Real Estate ETF stock for Q4 2024, up 3% quarter-over-quarter.
  • 60 funds opened new Dimensional Global Real Estate ETF positions in Q4 2024 and 8 closed out, a net change of +52 holders.
  • The largest Dimensional Global Real Estate ETF buyer in Q4 2024 was Savant Capital, an estimated $23M added.
  • The largest Dimensional Global Real Estate ETF seller in Q4 2024 was Corient Private Wealth, an estimated $7.16M sold.

Based on aggregated 13F filings for Q4 2024.