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Dimensional Global Real Estate ETF
DFGR

Overview Fund Activity

180 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, 119 increasing their positions, 25 reducing their positions, and 6 closing their positions.

Holders
180
Holders Change
+20
Holders Change %
+12.5%
% of All Funds
2.62%
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
119
Reduced
25
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SC
1
Savant Capital
Illinois
$68M
2
JFG
2
JMG Financial Group
Illinois
$77.8M
3
SW
3
Simplicity Wealth
New Jersey
$12.6M
4
BSW
4
Buckingham Strategic Wealth
Missouri
$60.3M
5
BJL
5
Brighton Jones LLC
Washington
$41.2M

Top Sellers

1
FFM
1
Forum Financial Management
Illinois
$345M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$3.07M
3
Corient Private Wealth
3
Corient Private Wealth
Florida
$52.2M
4
GOCP
4
Great Oak Capital Partners
Massachusetts
$1.01M
5
OMC
5
Old Mission Capital
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
PWIA
76
Porter White Investment Advisors
Alabama
$1.82M +$224K +8,965 +14%
RGF
77
Retirement Guys Formula
Ohio
$1.81M -$155K -6,221 -8%
DADC
78
D.A. Davidson & Co
Montana
$1.71M +$151K +6,032 +10%
MWM
79
Meritas Wealth Management
California
$1.64M +$28K +1,119 +2%
HIGP
80
Hill Investment Group Partners
Missouri
$1.64M +$7.29K +275 +0.4%
Osaic Holdings
81
Osaic Holdings
Arizona
$1.64M +$347K +13,889 +27%
Betterment LLC
82
Betterment LLC
New York
$1.6M +$510K +20,412 +47%
FPCG
83
Forum Private Client Group
Indiana
$1.52M +$427K +17,104 +39%
SRC
84
Sage Rhino Capital
California
$1.48M +$29.8K +1,192 +2%
HNWA
85
Henrickson Nauta Wealth Advisors
Michigan
$1.41M +$366K +14,631 +35%
SCM
86
SOL Capital Management
Maryland
$1.39M -$566K -22,660 -29%
SWM
87
Sterling Wealth Management
Illinois
$1.38M +$349K +13,975 +34%
RWM
88
Ruedi Wealth Management
Illinois
$1.37M +$658K +26,328 +93%
C1AG
89
Client 1st Advisory Group
Florida
$1.36M +$37.1K +1,483 +3%
KCM
90
KM Capital Management
Texas
$1.34M +$75.8K +3,035 +6%
CPWM
91
Cypress Point Wealth Management
Texas
$1.3M +$54.7K +2,187 +4%
QHA
92
Quarry Hill Advisors
Minnesota
$1.28M +$73.3K +2,932 +6%
MSWMA
93
Market Street Wealth Management Advisors
Indiana
$1.22M +$104K +4,174 +9%
MFS
94
McNamara Financial Services
Massachusetts
$1.15M +$171K +6,823 +17%
Creative Planning
95
Creative Planning
Kansas
$1.12M +$141K +5,626 +14%
GOCP
96
Great Oak Capital Partners
Massachusetts
$1.01M -$2.61M -97,335 -72%
SHFA
97
SC&H Financial Advisors
Maryland
$989K +$76K +3,043 +8%
MFC
98
Morris Financial Concepts
South Carolina
$969K +$268K +10,724 +38%
AHL
99
Abel Hall LLC
Louisiana
$896K +$86.2K +3,450 +11%
VPWA
100
Vestia Personal Wealth Advisors
Indiana
$894K +$894K +35,786 New
2 3
4
5 6