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Dimensional Global Real Estate ETF
DFGR

194 hedge funds and large institutions have $1.63B invested in Dimensional Global Real Estate ETF in 2024 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 109 increasing their positions, 51 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

145% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 11

114% more repeat investments, than reductions

Existing positions increased: 109 | Existing positions reduced: 51

23% more capital invested

Capital invested by funds: $1.33B → $1.63B (+$300M)

9% more funds holding in top 10

Funds holding in top 10: 22 → 24 (+2)

7% more funds holding

Funds holding: 181 → 194 (+13)

0.07% more ownership

Funds ownership: 75.93% → 76% (+0.07%)

Holders
194
Holders Change
+13
Holders Change %
+7.18%
% of All Funds
2.79%
Holding in Top 10
24
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+9.09%
% of All Funds
0.34%
New
27
Increased
109
Reduced
51
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$71.9M
2
WANY
Wealthspire Advisors (New York)
New York
+$59.2M
3
SC
Savant Capital
Illinois
+$27.1M
4
FPAS
Focus Partners Advisor Solutions
Missouri
+$24.6M
5
JFG
JMG Financial Group
Illinois
+$9.72M

Top Sellers

1
SW
Simplicity Wealth
New Jersey
-$12.8M
2
MFWP
Mosaic Family Wealth Partners
Missouri
-$10.8M
3
EFP
Elser Financial Planning
Indiana
-$10.3M
4
SIM
Stratos Investment Management
Ohio
-$8.71M
5
Financial Engines Advisors
Financial Engines Advisors
California
-$5.88M
Name Holding Trade Value Shares
Change 		Change in
Stake
FPCG
76
Forum Private Client Group
Indiana
$2.47M +$668K +24,529 +40%
KF
77
Krilogy Financial
Missouri
$2.35M -$34.7K -1,273 -2%
HNWA
78
Henrickson Nauta Wealth Advisors
Michigan
$2.23M +$571K +20,972 +37%
PWIA
79
Porter White Investment Advisors
Alabama
$2.19M +$91.6K +3,362 +5%
Osaic Holdings
80
Osaic Holdings
Arizona
$2.11M +$206K +7,564 +12%
RGF
81
Retirement Guys Formula
Ohio
$2.11M +$12.9K +473 +0.7%
DADC
82
D.A. Davidson & Co
Montana
$2.03M +$54K +1,984 +3%
Betterment LLC
83
Betterment LLC
New York
$2.02M +$170K +6,223 +10%
VBA
84
von Borstel & Associates
Oregon
$1.91M +$1.81M +66,297 New
MWM
85
Meritas Wealth Management
California
$1.87M -$24.9K -914 -1%
CCM
86
Colorado Capital Management
Colorado
$1.87M +$829K +30,436 +89%
SMWM
87
Silvia McColl Wealth Management
California
$1.75M +$1.66M +60,797 New
PCA
88
Prosperity Capital Advisors
Ohio
$1.73M +$1.17M +43,044 +254%
CPWM
89
Cypress Point Wealth Management
Texas
$1.72M +$203K +7,443 +14%
NWM
90
Northwest Wealth Management
Iowa
$1.7M +$718K +26,356 +81%
MML Investors Services
91
MML Investors Services
Massachusetts
$1.67M +$1.57M +57,742 New
SRC
92
Sage Rhino Capital
California
$1.6M -$98.7K -3,623 -6%
AC
93
AWM Capital
Arizona
$1.6M +$1.51M +55,315 New
C1AG
94
Client 1st Advisory Group
Florida
$1.54M -$28.1K -1,032 -2%
HIGP
95
Hill Investment Group Partners
Missouri
$1.49M -$47.6K -1,747 -3%
BP
96
BWM Planning
Texas
$1.41M +$1.33M +48,955 New
MSWMA
97
Market Street Wealth Management Advisors
Indiana
$1.41M +$2.42K +89 +0.2%
MFS
98
McNamara Financial Services
Massachusetts
$1.38M +$52K +1,909 +4%
Creative Planning
99
Creative Planning
Kansas
$1.35M +$61.7K +2,266 +5%
KCM
100
KM Capital Management
Texas
$1.35M -$184K -6,749 -13%
2 3
4
5 6

DFGR Hedge Fund Activity: Q3 2024 in Review

194 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Dimensional Global Real Estate ETF (DFGR) for Q3 2024, worth a combined $1.63B — up 23% from $1.33B a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new DFGR positions and 11 closed out — a net gain of 16 holders — while 109 added to existing stakes and 51 trimmed.

The largest buyer was Focus Partners Wealth, opening a new position worth an estimated $71.9M. The largest seller was Simplicity Wealth, cutting an estimated $12.8M.

  • 194 institutional investors held Dimensional Global Real Estate ETF (DFGR) as of Q3 2024, up from 181 in Q2 2024.
  • Funds reported $1.63B of Dimensional Global Real Estate ETF stock for Q3 2024, up 23% quarter-over-quarter.
  • 27 funds opened new Dimensional Global Real Estate ETF positions in Q3 2024 and 11 closed out, a net change of +16 holders.
  • The largest Dimensional Global Real Estate ETF buyer in Q3 2024 was Focus Partners Wealth, an estimated $71.9M added.
  • The largest Dimensional Global Real Estate ETF seller in Q3 2024 was Simplicity Wealth, an estimated $12.8M sold.

Based on aggregated 13F filings for Q3 2024.