DFGR icon

Dimensional Global Real Estate ETF

102 hedge funds and large institutions have $660M invested in Dimensional Global Real Estate ETF in 2023 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 71 increasing their positions, 8 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
102
Holders Change
+8
Holders Change %
+8.51%
% of All Funds
1.63%
Holding in Top 10
11
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+120%
% of All Funds
0.18%
New
18
Increased
71
Reduced
8
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Truist Financial
76
Truist Financial
North Carolina
$420K +$40.9K +1,823 +11%
CPWM
77
Cypress Point Wealth Management
Texas
$404K -$46.5K -2,075 -10%
OPS
78
Orion Portfolio Solutions
Nebraska
$380K +$54.6K +2,436 +17%
BCI
79
Brinker Capital Investments
Pennsylvania
$380K +$54.6K +2,436 +17%
Stifel Financial
80
Stifel Financial
Missouri
$356K +$356K +15,881 New
FTUS
81
Flow Traders U.S.
New York
$317K +$317K +14,150 New
AWP
82
Abacus Wealth Partners
California
$307K +$307K +13,694 New
SHFA
83
SC&H Financial Advisors
Maryland
$268K +$44.9K +2,003 +20%
NL
84
NWAM LLC
Washington
$265K +$28K +1,250 +12%
GHA
85
Granite Harbor Advisors
Texas
$261K
W
86
WorthPointe
California
$255K
CWM
87
Core Wealth Management
Florida
$220K +$220K +9,835 New
MWM
88
Meritas Wealth Management
California
$218K
LFG
89
Larson Financial Group
Missouri
$209K +$60.5K +2,700 +41%
RWM
90
Ruedi Wealth Management
Illinois
$192K +$72.3K +3,227 +60%
EWA
91
EverSource Wealth Advisors
Alabama
$160K +$38.4K +1,714 +32%
MFC
92
Morris Financial Concepts
South Carolina
$142K +$34.4K +1,536 +32%
LG
93
LAM Group
Oregon
$141K +$83.5K +3,725 +145%
GJIA
94
Glass Jacobson Investment Advisors
Maryland
$136K +$30.2K +1,347 +29%
BTI
95
Blue Trust Inc
Georgia
$105K +$5.18K +212 +5%
RLIM
96
Red Lighthouse Investment Management
New York
$44.1K
AWM
97
Aspire Wealth Management
Massachusetts
$25.8K +$1.08K +48 +4%
CT
98
Colonial Trust
South Carolina
$23.1K
FFA
99
Farther Finance Advisors
California
$21.6K -$3.68K -164 -15%
APC
100
Aspire Private Capital
North Carolina
$15.8K +$4.93K +220 +45%