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Dimensional Global Real Estate ETF
DFGR

Overview Fund Activity

256 hedge funds and large institutions have $2.02B invested in Dimensional Global Real Estate ETF in 2025 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 159 increasing their positions, 64 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
256
Holders Change
+7
Holders Change %
+2.81%
% of All Funds
3.43%
Holding in Top 10
31
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-8.82%
% of All Funds
0.42%
New
20
Increased
159
Reduced
64
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SC
Savant Capital
Illinois
+$32.8M
2
RWM
Rockwood Wealth Management
Pennsylvania
+$9.38M
3
TWA
TCI Wealth Advisors
Arizona
+$8.44M
4
FFM
Forum Financial Management
Illinois
+$7.74M
5
VAS
Vestmark Advisory Solutions
Massachusetts
+$7.49M

Top Sellers

1
Corient Private Wealth
Corient Private Wealth
Florida
-$8.66M
2
VF
Vawter Financial
Ohio
-$4.07M
3
Mercer Global Advisors
Mercer Global Advisors
Colorado
-$3.07M
4
PCA
Prosperity Capital Advisors
Ohio
-$2.91M
5
Jane Street
Jane Street
New York
-$2.87M
Name Holding Trade Value Shares
Change 		Shares
Change %
PCM
51
Peirce Capital Management
Texas
$6.47M -$666K -24,835 -9%
SIC
52
SJS Investment Consulting
Ohio
$6.34M +$941K +35,075 +17%
RFG
53
REAP Financial Group
Texas
$6.02M -$48K -1,788 -0.8%
Envestnet Asset Management
54
Envestnet Asset Management
Illinois
$5.98M +$272K +10,154 +5%
WA
55
Wealth Architects
California
$5.95M +$531K +19,805 +10%
AA
56
Armis Advisers
Georgia
$5.63M +$161K +5,994 +3%
GM
57
GeoWealth Management
Illinois
$5.58M -$96.6K -3,600 -2%
TFG
58
Tilson Financial Group
New Jersey
$5.55M -$80.2K -2,989 -1%
SFP
59
Sterling Financial Planning
New Jersey
$5.43M +$415K +15,477 +8%
Wealth Enhancement Advisory Services
60
Wealth Enhancement Advisory Services
Minnesota
$5.29M -$87.5K -3,233 -2%
Pathstone Holdings
61
Pathstone Holdings
New Jersey
$5.15M -$229K -8,552 -4%
EWA
62
EverSource Wealth Advisors
Alabama
$5.11M -$153K -5,712 -3%
AF
63
Advisornet Financial
Minnesota
$5.09M +$138K +5,136 +3%
XPN
64
XY Planning Network
Montana
$5.07M -$270K -10,068 -5%
BH
65
Burk Holdings
Oklahoma
$5.06M +$701K +26,132 +16%
AG
66
AlTi Global
New York
$4.82M +$4.82M +179,651 New
NDWM
67
New Dimensions Wealth Management
Texas
$4.74M +$158K +5,803 +3%
HWM
68
Hemington Wealth Management
Virginia
$4.69M +$612K +22,822 +15%
NCM
69
New Capital Management
Texas
$4.67M -$928K -34,580 -17%
MWM
70
McMill Wealth Management
Nebraska
$4.67M +$146K +5,495 +3%
SRB
71
Shotwell Rutter Baer
Michigan
$4.63M +$94.5K +3,494 +2%
HIA
72
HFM Investment Advisors
New Jersey
$4.3M +$200K +7,469 +5%
FPCG
73
Forum Private Client Group
Indiana
$4.19M +$344K +12,812 +9%
VBA
74
von Borstel & Associates
Oregon
$4.08M +$288K +10,766 +8%
LG
75
LAM Group
Oregon
$3.9M -$946K -35,260 -20%
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