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Dimensional Global Real Estate ETF

181 hedge funds and large institutions have $1.33B invested in Dimensional Global Real Estate ETF in 2024 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 120 increasing their positions, 25 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

380% more repeat investments, than reductions

Existing positions increased: 120 | Existing positions reduced: 25

333% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 6

16% more funds holding in top 10

Funds holding in top 10: 1922 (+3)

12% more funds holding

Funds holding: 161181 (+20)

7% more capital invested

Capital invested by funds: $1.24B → $1.33B (+$92.3M)

1.19% less ownership

Funds ownership: 77.12%75.93% (-1.2%)

Holders
181
Holders Change
+20
Holders Change %
+12.42%
% of All Funds
2.61%
Holding in Top 10
22
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+15.79%
% of All Funds
0.32%
New
26
Increased
120
Reduced
25
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AssetMark Inc
76
AssetMark Inc
California
$1.84M +$1.81M +73,704 New
PWIA
77
Porter White Investment Advisors
Alabama
$1.82M +$221K +8,965 +14%
RGF
78
Retirement Guys Formula
Ohio
$1.81M -$153K -6,221 -8%
DADC
79
D.A. Davidson & Co
Montana
$1.71M +$148K +6,032 +10%
MWM
80
Meritas Wealth Management
California
$1.64M +$27.5K +1,119 +2%
HIGP
81
Hill Investment Group Partners
Missouri
$1.64M +$6.77K +275 +0.4%
Osaic Holdings
82
Osaic Holdings
Arizona
$1.64M +$342K +13,889 +27%
Betterment LLC
83
Betterment LLC
New York
$1.6M +$502K +20,412 +47%
FPCG
84
Forum Private Client Group
Indiana
$1.52M +$421K +17,104 +39%
SRC
85
Sage Rhino Capital
California
$1.48M +$29.3K +1,192 +2%
HNWA
86
Henrickson Nauta Wealth Advisors
Michigan
$1.41M +$360K +14,631 +35%
SCM
87
SOL Capital Management
Maryland
$1.39M -$558K -22,660 -29%
SWM
88
Sterling Wealth Management
Illinois
$1.38M +$344K +13,975 +34%
RWM
89
Ruedi Wealth Management
Illinois
$1.37M +$648K +26,328 +93%
C1AG
90
Client 1st Advisory Group
Florida
$1.36M +$36.5K +1,483 +3%
KCM
91
KM Capital Management
Texas
$1.34M +$74.7K +3,035 +6%
CPWM
92
Cypress Point Wealth Management
Texas
$1.3M +$53.8K +2,187 +4%
QHA
93
Quarry Hill Advisors
Minnesota
$1.28M +$72.2K +2,932 +6%
MSWMA
94
Market Street Wealth Management Advisors
Indiana
$1.22M +$103K +4,174 +9%
MFS
95
McNamara Financial Services
Massachusetts
$1.15M +$168K +6,823 +17%
Creative Planning
96
Creative Planning
Kansas
$1.12M +$138K +5,626 +14%
GOCP
97
Great Oak Capital Partners
Massachusetts
$1.01M -$2.4M -97,335 -72%
SHFA
98
SC&H Financial Advisors
Maryland
$989K +$74.9K +3,043 +8%
MFC
99
Morris Financial Concepts
South Carolina
$969K +$264K +10,724 +38%
AHL
100
Abel Hall LLC
Louisiana
$896K +$84.9K +3,450 +11%

DFGR Hedge Fund Activity: Q2 2024 in Review

181 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Dimensional Global Real Estate ETF (DFGR) for Q2 2024, worth a combined $1.33B — up 7.5% from $1.24B a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new DFGR positions and 6 closed out — a net gain of 20 holders — while 120 added to existing stakes and 25 trimmed.

The largest buyer was Savant Capital, adding an estimated $18.7M. The largest seller was Forum Financial Management, cutting an estimated $7.19M.

  • 181 institutional investors held Dimensional Global Real Estate ETF (DFGR) as of Q2 2024, up from 161 in Q1 2024.
  • Funds reported $1.33B of Dimensional Global Real Estate ETF stock for Q2 2024, up 7.5% quarter-over-quarter.
  • 26 funds opened new Dimensional Global Real Estate ETF positions in Q2 2024 and 6 closed out, a net change of +20 holders.
  • The largest Dimensional Global Real Estate ETF buyer in Q2 2024 was Savant Capital, an estimated $18.7M added.
  • The largest Dimensional Global Real Estate ETF seller in Q2 2024 was Forum Financial Management, an estimated $7.19M sold.

Based on aggregated 13F filings for Q2 2024.