DFGR icon

Dimensional Global Real Estate ETF

257 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 20 funds opening new positions, 159 increasing their positions, 65 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
257
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
32
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AIS
51
American Investment Services
Massachusetts
$6.75M
PCM
52
Peirce Capital Management
Texas
$6.47M
SIC
53
SJS Investment Consulting
Ohio
$6.34M
RFG
54
REAP Financial Group
Texas
$6.02M
Envestnet Asset Management
55
Envestnet Asset Management
Illinois
$5.98M
WA
56
Wealth Architects
California
$5.95M
AA
57
Armis Advisers
Georgia
$5.63M
GM
58
GeoWealth Management
Illinois
$5.58M
TFG
59
Tilson Financial Group
New Jersey
$5.55M
SFP
60
Sterling Financial Planning
New Jersey
$5.43M
Wealth Enhancement Advisory Services
61
Wealth Enhancement Advisory Services
Minnesota
$5.29M
Pathstone Holdings
62
Pathstone Holdings
New Jersey
$5.15M
EWA
63
EverSource Wealth Advisors
Alabama
$5.11M
AF
64
Advisornet Financial
Minnesota
$5.09M
XPN
65
XY Planning Network
Montana
$5.07M
BH
66
Burk Holdings
Oklahoma
$5.06M
AG
67
AlTi Global
New York
$4.82M
NDWM
68
New Dimensions Wealth Management
Texas
$4.74M
HWM
69
Hemington Wealth Management
Virginia
$4.69M
NCM
70
New Capital Management
Texas
$4.67M
MWM
71
McMill Wealth Management
Nebraska
$4.67M
SRB
72
Shotwell Rutter Baer
Michigan
$4.63M
HIA
73
HFM Investment Advisors
New Jersey
$4.3M
FPCG
74
Forum Private Client Group
Indiana
$4.19M
VBA
75
von Borstel & Associates
Oregon
$4.08M