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Dimensional Global Real Estate ETF
DFGR

103 hedge funds and large institutions have $661M 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, 9 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

689% more repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 9

120% more funds holding in top 10

Funds holding in top 10: 5 → 11 (+6)

80% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 10

24% more capital invested

Capital invested by funds: $532M → $661M (+$129M)

8% more funds holding

Funds holding: 95 → 103 (+8)

0.96% less ownership

Funds ownership: 79.91% → 78.96% (-0.96%)

Holders
103
Holders Change
+8
Holders Change %
+8.42%
% 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
0.17%
New
18
Increased
71
Reduced
9
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FFM
Forum Financial Management
Illinois
+$44.2M
2
JFG
JMG Financial Group
Illinois
+$18.1M
3
LPL Financial
LPL Financial
California
+$12.7M
4
PO
Private Ocean
California
+$12.6M
5
AAP
Arax Advisory Partners
Colorado
+$12.3M

Top Sellers

1
Jane Street
Jane Street
New York
-$7.8M
2
CHP
Cable Hill Partners
Oregon
-$6.51M
3
BEW
Burton Enright Welch
California
-$720K
4
FPCG
Forum Private Client Group
Indiana
-$658K
5
VF
Vawter Financial
Ohio
-$454K
Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
76
Mattern Wealth Management
Kansas
$434K +$469K +19,365 New
Truist Financial
77
Truist Financial
North Carolina
$420K +$44.1K +1,823 +11%
CPWM
78
Cypress Point Wealth Management
Texas
$404K -$50.2K -2,075 -10%
BCI
79
Brinker Capital Investments
Pennsylvania
$380K +$58.9K +2,436 +17%
OPS
80
Orion Portfolio Solutions
Nebraska
$380K +$58.9K +2,436 +17%
Stifel Financial
81
Stifel Financial
Missouri
$356K +$384K +15,881 New
FTUS
82
Flow Traders U.S.
New York
$317K +$342K +14,150 New
AWP
83
Abacus Wealth Partners
California
$307K +$331K +13,694 New
SHFA
84
SC&H Financial Advisors
Maryland
$268K +$48.5K +2,003 +20%
NL
85
NWAM LLC
Washington
$265K +$30.2K +1,250 +12%
GHA
86
Granite Harbor Advisors
Texas
$261K – – –
W
87
WorthPointe
California
$255K – – –
CWM
88
Core Wealth Management
Florida
$220K +$238K +9,835 New
MWM
89
Meritas Wealth Management
California
$218K – – –
LFG
90
Larson Financial Group
Missouri
$209K +$65.3K +2,700 +41%
RWM
91
Ruedi Wealth Management
Illinois
$192K +$78.1K +3,227 +60%
EWA
92
EverSource Wealth Advisors
Alabama
$160K +$41.5K +1,714 +32%
MFC
93
Morris Financial Concepts
South Carolina
$142K +$37.2K +1,536 +32%
LG
94
LAM Group
Oregon
$141K +$90.1K +3,725 +145%
GJIA
95
Glass Jacobson Investment Advisors
Maryland
$136K +$32.6K +1,347 +29%
BTI
96
Blue Trust Inc
Georgia
$105K +$5.13K +212 +5%
RLIM
97
Red Lighthouse Investment Management
New York
$44.1K – – –
AWM
98
Aspire Wealth Management
Massachusetts
$25.8K +$1.16K +48 +4%
CT
99
Colonial Trust
South Carolina
$23.1K – – –
FFA
100
Farther Finance Advisors
California
$21.6K -$3.97K -164 -15%
1 2 3
4
5

DFGR Hedge Fund Activity: Q3 2023 in Review

103 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Dimensional Global Real Estate ETF (DFGR) for Q3 2023, worth a combined $661M — up 24% from $532M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new DFGR positions and 10 closed out — a net gain of 8 holders — while 71 added to existing stakes and 9 trimmed.

The largest buyer was Forum Financial Management, adding an estimated $44.2M. The largest seller was Jane Street, cutting an estimated $7.8M.

  • 103 institutional investors held Dimensional Global Real Estate ETF (DFGR) as of Q3 2023, up from 95 in Q2 2023.
  • Funds reported $661M of Dimensional Global Real Estate ETF stock for Q3 2023, up 24% quarter-over-quarter.
  • 18 funds opened new Dimensional Global Real Estate ETF positions in Q3 2023 and 10 closed out, a net change of +8 holders.
  • The largest Dimensional Global Real Estate ETF buyer in Q3 2023 was Forum Financial Management, an estimated $44.2M added.
  • The largest Dimensional Global Real Estate ETF seller in Q3 2023 was Jane Street, an estimated $7.8M sold.

Based on aggregated 13F filings for Q3 2023.