Dimensional Global Real Estate ETF
DFGR
95 hedge funds and large institutions have $532M invested in Dimensional Global Real Estate ETF in 2023 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 52 increasing their positions, 9 reducing their positions, and 3 closing their positions.
933% more first-time investments, than exits
New positions opened: 31 | Existing positions closed: 3
478% more repeat investments, than reductions
Existing positions increased: 52 | Existing positions reduced: 9
102% more capital invested
Capital invested by funds: $263M → $532M (+$269M)
40% more funds holding
Funds holding: 68 → 95 (+27)
25% more funds holding in top 10
Funds holding in top 10: 4 → 5 (+1)
3.23% more ownership
Funds ownership: 76.68% → 79.91% (+3.2%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FFM
Forum Financial Management
Lombard,
Illinois
|
+$148M |
| 2 |
WFAG
Wescott Financial Advisory Group
Philadelphia,
Pennsylvania
|
+$25.8M |
| 3 |
PO
Private Ocean
San Rafael,
California
|
+$14.7M |
| 4 |
JFG
JMG Financial Group
Downers Grove,
Illinois
|
+$10.8M |
| 5 |
PCI
Planning Center Inc
Moline,
Illinois
|
+$10.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LG
LAM Group
Lake Oswego,
Oregon
|
-$4.73M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.63M |
| 3 |
FTUS
Flow Traders U.S.
New York
|
-$752K |
| 4 |
PFO
Pathstone Family Office
Englewood,
New Jersey
|
-$399K |
| 5 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$163K |
DFGR Hedge Fund Activity: Q2 2023 in Review
95 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Dimensional Global Real Estate ETF (DFGR) for Q2 2023, worth a combined $532M — up 102% from $263M a quarter earlier.
Buyers outnumbered sellers: 31 funds opened new DFGR positions and 3 closed out — a net gain of 28 holders — while 52 added to existing stakes and 9 trimmed.
The largest buyer was Forum Financial Management, adding an estimated $148M. The largest seller was LAM Group, cutting an estimated $4.73M.
- 95 institutional investors held Dimensional Global Real Estate ETF (DFGR) as of Q2 2023, up from 68 in Q1 2023.
- Funds reported $532M of Dimensional Global Real Estate ETF stock for Q2 2023, up 102% quarter-over-quarter.
- 31 funds opened new Dimensional Global Real Estate ETF positions in Q2 2023 and 3 closed out, a net change of +28 holders.
- The largest Dimensional Global Real Estate ETF buyer in Q2 2023 was Forum Financial Management, an estimated $148M added.
- The largest Dimensional Global Real Estate ETF seller in Q2 2023 was LAM Group, an estimated $4.73M sold.
Based on aggregated 13F filings for Q2 2023.