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Dimensional Global Real Estate ETF
DFGR

Overview Fund Activity

193 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, 108 increasing their positions, 51 reducing their positions, and 11 closing their positions.

Holders
193
Holders Change
+13
Holders Change %
+7.22%
% 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
0.35%
New
27
Increased
108
Reduced
51
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Focus Partners Wealth
1
Focus Partners Wealth
Massachusetts
$76.2M
2
WANY
2
Wealthspire Advisors (New York)
New York
$62.7M
3
SC
3
Savant Capital
Illinois
$107M
4
FPAS
4
Focus Partners Advisor Solutions
Missouri
$26.7M
5
JFG
5
JMG Financial Group
Illinois
$100M

Top Sellers

1
SW
1
Simplicity Wealth
New Jersey
$967K
2
MFWP
2
Mosaic Family Wealth Partners
Missouri
$5.26M
3
EFP
3
Elser Financial Planning
Indiana
$0
4
SIM
4
Stratos Investment Management
Ohio
$208K
5
Financial Engines Advisors
5
Financial Engines Advisors
California
$6.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
KF
76
Krilogy Financial
Missouri
$2.35M -$36.7K -1,273 -2%
HNWA
77
Henrickson Nauta Wealth Advisors
Michigan
$2.23M +$605K +20,972 +37%
PWIA
78
Porter White Investment Advisors
Alabama
$2.19M +$97K +3,362 +5%
Osaic Holdings
79
Osaic Holdings
Arizona
$2.11M +$218K +7,564 +12%
RGF
80
Retirement Guys Formula
Ohio
$2.11M +$13.7K +473 +0.7%
DADC
81
D.A. Davidson & Co
Montana
$2.03M +$57.3K +1,984 +3%
Betterment LLC
82
Betterment LLC
New York
$2.02M +$180K +6,223 +10%
VBA
83
von Borstel & Associates
Oregon
$1.91M +$1.91M +66,297 New
MWM
84
Meritas Wealth Management
California
$1.87M -$26.4K -914 -1%
CCM
85
Colorado Capital Management
Colorado
$1.87M +$878K +30,436 +89%
SMWM
86
Silvia McColl Wealth Management
California
$1.75M +$1.75M +60,797 New
PCA
87
Prosperity Capital Advisors
Ohio
$1.73M +$1.24M +43,044 +254%
CPWM
88
Cypress Point Wealth Management
Texas
$1.72M +$215K +7,443 +14%
NWM
89
Northwest Wealth Management
Iowa
$1.7M +$761K +26,356 +81%
MML Investors Services
90
MML Investors Services
Massachusetts
$1.67M +$1.67M +57,742 New
SRC
91
Sage Rhino Capital
California
$1.6M -$105K -3,623 -6%
AC
92
AWM Capital
Arizona
$1.6M +$1.6M +55,315 New
C1AG
93
Client 1st Advisory Group
Florida
$1.54M -$29.8K -1,032 -2%
HIGP
94
Hill Investment Group Partners
Missouri
$1.49M -$43.3K -1,747 -3%
BP
95
BWM Planning
Texas
$1.41M +$1.41M +48,955 New
MSWMA
96
Market Street Wealth Management Advisors
Indiana
$1.41M +$2.57K +89 +0.2%
MFS
97
McNamara Financial Services
Massachusetts
$1.38M +$55.1K +1,909 +4%
Creative Planning
98
Creative Planning
Kansas
$1.35M +$65.4K +2,266 +5%
KCM
99
KM Capital Management
Texas
$1.35M -$195K -6,749 -13%
WHCI
100
W.H. Cornerstone Investments
Massachusetts
$1.29M +$270K +9,352 +27%
2 3
4
5 6