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Dimensional Global Real Estate ETF
DFGR

Overview Fund Activity

94 hedge funds and large institutions have $530M invested in Dimensional Global Real Estate ETF in 2023 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 51 increasing their positions, 9 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
94
Holders Change
+27
Holders Change %
+40.3%
% of All Funds
1.48%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.08%
New
31
Increased
51
Reduced
9
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FFM
1
Forum Financial Management
Illinois
$258M
2
WFAG
2
Wescott Financial Advisory Group
Pennsylvania
$26.8M
3
PO
3
Private Ocean
California
$17.7M
4
JFG
4
JMG Financial Group
Illinois
$22.4M
5
PCI
5
Planning Center Inc
Illinois
$10.1M

Top Sellers

1
LG
1
LAM Group
Oregon
$62.6K
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$0
3
FTUS
3
Flow Traders U.S.
New York
$0
4
PFO
4
Pathstone Family Office
New Jersey
$5.06M
5
OMC
5
Old Mission Capital
Illinois
$1.19M
Name Holding Trade Value Shares
Change 		Shares
Change %
MFC
76
Morris Financial Concepts
South Carolina
$117K +$64.4K +2,642 +123%
GJIA
77
Glass Jacobson Investment Advisors
Maryland
$115K +$115K +4,713 New
LWM
78
LJI Wealth Management
Indiana
$104K +$104K +98,097 New
BTI
79
Blue Trust Inc
Georgia
$100K +$100K +4,089 New
LG
80
LAM Group
Oregon
$62.6K -$4.73M -194,130 -99%
TWD
81
True Wealth Design
Ohio
$60.8K +$60.8K +2,494 New
RLIM
82
Red Lighthouse Investment Management
New York
$48K – – –
SIC
83
SJS Investment Consulting
Ohio
$30.5K +$30.5K +1,251 New
FFA
84
Farther Finance Advisors
California
$27.5K +$27.5K +1,127 New
AWM
85
Aspire Wealth Management
Massachusetts
$27K +$6.78K +278 +34%
CT
86
Colonial Trust
South Carolina
$25.1K – – –
Bank of America
87
Bank of America
North Carolina
$18.3K +$18.3K +750 New
APC
88
Aspire Private Capital
North Carolina
$11.9K +$11.9K +486 New
DI
89
Disciplined Investments
Oklahoma
$11.4K +$976 +40 +9%
Wells Fargo
90
Wells Fargo
California
$1.46K +$1.46K +60 New
Northwestern Mutual Wealth Management
91
Northwestern Mutual Wealth Management
Wisconsin
$805 +$805 +33 New
IA
92
IFP Advisors
Florida
$585 +$585 +24 New
UBS Group
93
UBS Group
Switzerland
$49 +$49 +2 New
Fidelity Investments
94
Fidelity Investments
Massachusetts
$24 +$24 +1 New
Susquehanna International Group
95
Susquehanna International Group
Pennsylvania
– -$1.63M -66,309 Closed
FTUS
96
Flow Traders U.S.
New York
– -$752K -30,644 Closed
BAM
97
Belpointe Asset Management
Nevada
– -$1.03K -42 Closed
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