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Dimensional Global Real Estate ETF
DFGR

Overview Fund Activity

249 hedge funds and large institutions have $1.87B invested in Dimensional Global Real Estate ETF in 2025 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 150 increasing their positions, 60 reducing their positions, and 14 closing their positions.

Holders
249
Holders Change
+7
Holders Change %
+2.89%
% of All Funds
3.38%
Holding in Top 10
34
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+25.93%
% of All Funds
0.46%
New
24
Increased
150
Reduced
60
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LFA
1
LifeGuide Financial Advisors
Pennsylvania
$55M
2
SC
2
Savant Capital
Illinois
$144M
3
JFG
3
JMG Financial Group
Illinois
$126M
4
ACM
4
Aspen Capital Management
Idaho
$11.7M
5
TWA
5
TCI Wealth Advisors
Arizona
$42.5M

Top Sellers

1
Jane Street
1
Jane Street
New York
$12.6M
2
Corient Private Wealth
2
Corient Private Wealth
Florida
$33.9M
3
EFP
3
Elser Financial Planning
Indiana
$0
4
RCI
4
RS Crum Inc
California
$17.9M
5
BPA
5
Beacon Pointe Advisors
California
$1.49M
Name Market Value Shares Shares
Change 		Shares
Change %
Mercer Global Advisors
51
Mercer Global Advisors
Colorado
$5.85M 222,912 +106,308 +91%
VAS
52
Vestmark Advisory Solutions
Massachusetts
$5.82M 221,538 +17,467 +9%
RRCM
53
Rappaport Reiches Capital Management
Illinois
$5.8M 220,810 +15,467 +8%
Envestnet Asset Management
54
Envestnet Asset Management
Illinois
$5.58M 212,611 +17,184 +9%
GM
55
GeoWealth Management
Illinois
$5.56M 211,592 +4,826 +2%
TFG
56
Tilson Financial Group
New Jersey
$5.51M 209,829 +9,779 +5%
NCM
57
New Capital Management
Texas
$5.48M 208,690 -98,055 -32%
AA
58
Armis Advisers
Georgia
$5.35M 203,704 +18,436 +10%
WA
59
Wealth Architects
California
$5.3M 201,915 +12,624 +7%
SIC
60
SJS Investment Consulting
Ohio
$5.28M 201,070 +8,673 +5%
Pathstone Holdings
61
Pathstone Holdings
New Jersey
$5.27M 200,623 -21,278 -10%
XPN
62
XY Planning Network
Montana
$5.23M 199,194 +5,637 +3%
Wealth Enhancement Advisory Services
63
Wealth Enhancement Advisory Services
Minnesota
$5.22M 198,707 -2,722 -1%
EWA
64
EverSource Wealth Advisors
Alabama
$5.15M 196,234 +138,253 +238%
SFP
65
Sterling Financial Planning
New Jersey
$4.91M 187,091 +13,706 +8%
RWM
66
Rockwood Wealth Management
Pennsylvania
$4.87M 185,419 +124,879 +206%
AF
67
Advisornet Financial
Minnesota
$4.85M 184,559 +9,964 +6%
LG
68
LAM Group
Oregon
$4.75M 180,775 -37,105 -17%
MWM
69
McMill Wealth Management
Nebraska
$4.46M 169,694 +29,222 +21%
NDWM
70
New Dimensions Wealth Management
Texas
$4.42M 168,404 +168,404 New
VF
71
Vawter Financial
Ohio
$4.34M 165,459 +16,011 +11%
BH
72
Burk Holdings
Oklahoma
$4.26M 162,387 +6,293 +4%
SRB
73
Shotwell Rutter Baer
Michigan
$4.14M 167,755 +2,531 +2%
HIA
74
HFM Investment Advisors
New Jersey
$4.02M 152,966 +152,966 New
HWM
75
Hemington Wealth Management
Virginia
$3.99M 152,116 +135,806 +833%
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3
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