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Dimensional Global Real Estate ETF
DFGR

161 hedge funds and large institutions have $1.24B invested in Dimensional Global Real Estate ETF in 2024 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 114 increasing their positions, 23 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

396% more repeat investments, than reductions

Existing positions increased: 114 | Existing positions reduced: 23

50% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 10

7% more capital invested

Capital invested by funds: $1.16B → $1.24B (+$78.2M)

2% more funds holding

Funds holding: 158 → 161 (+3)

4.4% less ownership

Funds ownership: 81.52% → 77.12% (-4.4%)

10% less funds holding in top 10

Funds holding in top 10: 21 → 19 (-2)

Holders
161
Holders Change
+3
Holders Change %
+1.9%
% of All Funds
2.32%
Holding in Top 10
19
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-9.52%
% of All Funds
0.27%
New
15
Increased
114
Reduced
23
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Financial Engines Advisors
Financial Engines Advisors
California
+$12.5M
2
JFG
JMG Financial Group
Illinois
+$12.2M
3
SC
Savant Capital
Illinois
+$10.1M
4
BSW
Buckingham Strategic Wealth
Missouri
+$8.92M
5
SIM
Stratos Investment Management
Ohio
+$4.82M

Top Sellers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
-$11.4M
2
FPAS
Focus Partners Advisor Solutions
Missouri
-$8.51M
3
B
BetterWealth
California
-$4.45M
4
FTUS
Flow Traders U.S.
New York
-$2.9M
5
CHA
Cooper/Haims Advisors
New York
-$2.11M
Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
76
Meritas Wealth Management
California
$1.65M -$23.1K -921 -1%
Renaissance Technologies
77
Renaissance Technologies
New York
$1.63M +$1.16M +46,300 +263%
PWIA
78
Porter White Investment Advisors
Alabama
$1.63M +$494K +19,696 +45%
DADC
79
D.A. Davidson & Co
Montana
$1.59M +$422K +16,837 +37%
HIGP
80
Hill Investment Group Partners
Missouri
$1.57M -$181K -7,213 -11%
SRC
81
Sage Rhino Capital
California
$1.48M +$87.9K +3,506 +6%
C1AG
82
Client 1st Advisory Group
Florida
$1.35M +$108K +4,325 +9%
Osaic Holdings
83
Osaic Holdings
Arizona
$1.32M +$425K +16,949 +49%
KCM
84
KM Capital Management
Texas
$1.29M +$874K +34,865 +222%
CPWM
85
Cypress Point Wealth Management
Texas
$1.27M +$768K +30,618 +159%
QHA
86
Quarry Hill Advisors
Minnesota
$1.23M – – –
MSWMA
87
Market Street Wealth Management Advisors
Indiana
$1.14M +$144K +5,730 +15%
FPCG
88
Forum Private Client Group
Indiana
$1.12M +$86.9K +3,465 +9%
Betterment LLC
89
Betterment LLC
New York
$1.11M +$407K +16,231 +60%
SWM
90
Sterling Wealth Management
Illinois
$1.05M +$417K +16,642 +68%
HNWA
91
Henrickson Nauta Wealth Advisors
Michigan
$1.02M +$282K +11,226 +37%
MFS
92
McNamara Financial Services
Massachusetts
$1M +$132K +5,281 +16%
Creative Planning
93
Creative Planning
Kansas
$997K +$35.1K +1,401 +4%
SHFA
94
SC&H Financial Advisors
Maryland
$933K +$32.3K +1,289 +4%
USCWA
95
U.S. Capital Wealth Advisors
Texas
$849K +$22.3K +890 +3%
AHL
96
Abel Hall LLC
Louisiana
$828K +$57.1K +2,276 +8%
Stifel Financial
97
Stifel Financial
Missouri
$793K +$239K +9,527 +44%
NWM
98
Northwest Wealth Management
Iowa
$769K +$382K +15,222 +102%
WHCI
99
W.H. Cornerstone Investments
Massachusetts
$759K +$303K +12,073 +68%
TCOTS
100
Trust Company of the South
North Carolina
$756K +$251K +10,016 +51%
2 3
4
5 6

DFGR Hedge Fund Activity: Q1 2024 in Review

161 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Dimensional Global Real Estate ETF (DFGR) for Q1 2024, worth a combined $1.24B — up 6.8% from $1.16B a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new DFGR positions and 10 closed out — a net gain of 5 holders — while 114 added to existing stakes and 23 trimmed.

The largest buyer was Financial Engines Advisors, opening a new position worth an estimated $12.5M. The largest seller was Jane Street, cutting an estimated $11.4M.

  • 161 institutional investors held Dimensional Global Real Estate ETF (DFGR) as of Q1 2024, up from 158 in Q4 2023.
  • Funds reported $1.24B of Dimensional Global Real Estate ETF stock for Q1 2024, up 6.8% quarter-over-quarter.
  • 15 funds opened new Dimensional Global Real Estate ETF positions in Q1 2024 and 10 closed out, a net change of +5 holders.
  • The largest Dimensional Global Real Estate ETF buyer in Q1 2024 was Financial Engines Advisors, an estimated $12.5M added.
  • The largest Dimensional Global Real Estate ETF seller in Q1 2024 was Jane Street, an estimated $11.4M sold.

Based on aggregated 13F filings for Q1 2024.