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Dimensional Global Real Estate ETF
DFGR

279 hedge funds and large institutions have $2.2B invested in Dimensional Global Real Estate ETF in 2025 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 184 increasing their positions, 47 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

291% more repeat investments, than reductions

Existing positions increased: 184 | Existing positions reduced: 47

162% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 13

8% more capital invested

Capital invested by funds: $2.04B → $2.2B (+$153M)

6% more funds holding

Funds holding: 262 → 279 (+17)

1.11% less ownership

Funds ownership: 81.02% → 79.91% (-1.1%)

6% less funds holding in top 10

Funds holding in top 10: 32 → 30 (-2)

Holders
279
Holders Change
+17
Holders Change %
+6.49%
% of All Funds
3.66%
Holding in Top 10
30
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-6.25%
% of All Funds
0.39%
New
34
Increased
184
Reduced
47
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SC
Savant Capital
Illinois
+$27.6M
2
FFM
Forum Financial Management
Illinois
+$25.3M
3
BPA
Beacon Pointe Advisors
California
+$17.2M
4
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$9.96M
5
JFG
JMG Financial Group
Illinois
+$9.71M

Top Sellers

1
AAP
Arax Advisory Partners
Colorado
-$17.6M
2
Corient Private Wealth
Corient Private Wealth
Florida
-$10.5M
3
Jane Street
Jane Street
New York
-$7.51M
4
VAS
Vestmark Advisory Solutions
Massachusetts
-$6.2M
5
AA
Armis Advisers
Georgia
-$5.63M
Name Holding Trade Value Shares
Change 		Change in
Stake
SIC
51
SJS Investment Consulting
Ohio
$7.25M +$790K +29,176 +12%
RFG
52
REAP Financial Group
Texas
$6.95M +$815K +30,094 +13%
Envestnet Asset Management
53
Envestnet Asset Management
Illinois
$6.82M +$730K +26,969 +12%
PCM
54
Peirce Capital Management
Texas
$6.65M +$61.6K +2,276 +0.9%
GM
55
GeoWealth Management
Illinois
$6.41M +$721K +26,637 +13%
WA
56
Wealth Architects
California
$6.4M +$339K +12,514 +6%
HWM
57
Hemington Wealth Management
Virginia
$5.87M +$1.09M +40,123 +23%
TFG
58
Tilson Financial Group
New Jersey
$5.71M +$61.6K +2,274 +1%
SFP
59
Sterling Financial Planning
New Jersey
$5.64M +$110K +4,053 +2%
EWA
60
EverSource Wealth Advisors
Alabama
$5.59M +$382K +14,124 +7%
BH
61
Burk Holdings
Oklahoma
$5.49M +$334K +12,343 +7%
AF
62
Advisornet Financial
Minnesota
$5.36M +$174K +6,436 +3%
MWM
63
McMill Wealth Management
Nebraska
$5.3M +$506K +18,699 +11%
XPN
64
XY Planning Network
Montana
$5.07M – – –
JP Morgan Chase
65
JP Morgan Chase
New York
$5M +$1.25M +46,321 +34%
HIA
66
HFM Investment Advisors
New Jersey
$4.97M +$584K +21,563 +13%
NDWM
67
New Dimensions Wealth Management
Texas
$4.95M +$192K +7,075 +4%
AG
68
AlTi Global
New York
$4.91M – – –
VF
69
Vawter Financial
Ohio
$4.83M +$4.42M +163,164 +1,192%
Pathstone Holdings
70
Pathstone Holdings
New Jersey
$4.78M -$458K -16,922 -9%
SRB
71
Shotwell Rutter Baer
Michigan
$4.72M +$97.8K +3,613 +2%
CWA
72
CogentBlue Wealth Advisors
Tennessee
$4.71M +$4.67M +172,305 New
FPCG
73
Forum Private Client Group
Indiana
$4.62M +$356K +13,161 +8%
VBA
74
von Borstel & Associates
Oregon
$4.42M +$271K +10,006 +7%
BRIA
75
Balanced Rock Investment Advisors
Massachusetts
$4.29M +$322K +11,879 +8%
1 2
3
4 5

DFGR Hedge Fund Activity: Q3 2025 in Review

279 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Dimensional Global Real Estate ETF (DFGR) for Q3 2025, worth a combined $2.2B — up 7.5% from $2.04B a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new DFGR positions and 13 closed out — a net gain of 21 holders — while 184 added to existing stakes and 47 trimmed.

The largest buyer was Savant Capital, adding an estimated $27.6M. The largest seller was Arax Advisory Partners, exiting entirely with an estimated $17.6M sold.

  • 279 institutional investors held Dimensional Global Real Estate ETF (DFGR) as of Q3 2025, up from 262 in Q2 2025.
  • Funds reported $2.2B of Dimensional Global Real Estate ETF stock for Q3 2025, up 7.5% quarter-over-quarter.
  • 34 funds opened new Dimensional Global Real Estate ETF positions in Q3 2025 and 13 closed out, a net change of +21 holders.
  • The largest Dimensional Global Real Estate ETF buyer in Q3 2025 was Savant Capital, an estimated $27.6M added.
  • The largest Dimensional Global Real Estate ETF seller in Q3 2025 was Arax Advisory Partners, an estimated $17.6M sold.

Based on aggregated 13F filings for Q3 2025.