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Dimensional Global Real Estate ETF

262 hedge funds and large institutions have $2.04B invested in Dimensional Global Real Estate ETF in 2025 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 161 increasing their positions, 65 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

267% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 6

148% more repeat investments, than reductions

Existing positions increased: 161 | Existing positions reduced: 65

9% more capital invested

Capital invested by funds: $1.87B → $2.04B (+$170M)

5% more funds holding

Funds holding: 250262 (+12)

1.14% more ownership

Funds ownership: 79.88%81.02% (+1.1%)

6% less funds holding in top 10

Funds holding in top 10: 3432 (-2)

Holders
262
Holders Change
+12
Holders Change %
+4.8%
% of All Funds
3.45%
Holding in Top 10
32
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-5.88%
% of All Funds
0.42%
New
22
Increased
161
Reduced
65
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AIS
51
American Investment Services
Massachusetts
$6.75M +$175K +6,680 +3%
PCM
52
Peirce Capital Management
Texas
$6.47M -$652K -24,835 -9%
SIC
53
SJS Investment Consulting
Ohio
$6.34M +$921K +35,075 +17%
RFG
54
REAP Financial Group
Texas
$6.02M -$46.9K -1,788 -0.8%
Envestnet Asset Management
55
Envestnet Asset Management
Illinois
$5.98M +$267K +10,154 +5%
WA
56
Wealth Architects
California
$5.95M +$520K +19,805 +10%
AA
57
Armis Advisers
Georgia
$5.63M +$157K +5,994 +3%
GM
58
GeoWealth Management
Illinois
$5.58M -$94.5K -3,600 -2%
TFG
59
Tilson Financial Group
New Jersey
$5.55M -$78.5K -2,989 -1%
SFP
60
Sterling Financial Planning
New Jersey
$5.43M +$406K +15,477 +8%
Wealth Enhancement Advisory Services
61
Wealth Enhancement Advisory Services
Minnesota
$5.29M -$84.9K -3,233 -2%
Pathstone Holdings
62
Pathstone Holdings
New Jersey
$5.15M -$225K -8,552 -4%
EWA
63
EverSource Wealth Advisors
Alabama
$5.11M -$150K -5,712 -3%
AF
64
Advisornet Financial
Minnesota
$5.09M +$135K +5,136 +3%
XPN
65
XY Planning Network
Montana
$5.07M -$264K -10,068 -5%
BH
66
Burk Holdings
Oklahoma
$5.06M +$686K +26,132 +16%
AG
67
AlTi Global
New York
$4.82M +$4.72M +179,651 New
NDWM
68
New Dimensions Wealth Management
Texas
$4.74M +$152K +5,803 +3%
HWM
69
Hemington Wealth Management
Virginia
$4.69M +$599K +22,822 +15%
NCM
70
New Capital Management
Texas
$4.67M -$908K -34,580 -17%
MWM
71
McMill Wealth Management
Nebraska
$4.67M +$144K +5,495 +3%
SRB
72
Shotwell Rutter Baer
Michigan
$4.63M +$91.7K +3,494 +2%
HIA
73
HFM Investment Advisors
New Jersey
$4.3M +$196K +7,469 +5%
FPCG
74
Forum Private Client Group
Indiana
$4.19M +$336K +12,812 +9%
VBA
75
von Borstel & Associates
Oregon
$4.08M +$283K +10,766 +8%

DFGR Hedge Fund Activity: Q2 2025 in Review

262 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Dimensional Global Real Estate ETF (DFGR) for Q2 2025, worth a combined $2.04B — up 9.1% from $1.87B a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new DFGR positions and 6 closed out — a net gain of 16 holders — while 161 added to existing stakes and 65 trimmed.

The largest buyer was Savant Capital, adding an estimated $32.3M. The largest seller was Corient Private Wealth, cutting an estimated $8.47M.

  • 262 institutional investors held Dimensional Global Real Estate ETF (DFGR) as of Q2 2025, up from 250 in Q1 2025.
  • Funds reported $2.04B of Dimensional Global Real Estate ETF stock for Q2 2025, up 9.1% quarter-over-quarter.
  • 22 funds opened new Dimensional Global Real Estate ETF positions in Q2 2025 and 6 closed out, a net change of +16 holders.
  • The largest Dimensional Global Real Estate ETF buyer in Q2 2025 was Savant Capital, an estimated $32.3M added.
  • The largest Dimensional Global Real Estate ETF seller in Q2 2025 was Corient Private Wealth, an estimated $8.47M sold.

Based on aggregated 13F filings for Q2 2025.