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Dimensional Global Real Estate ETF
DFGR

243 hedge funds and large institutions have $1.68B invested in Dimensional Global Real Estate ETF in 2024 Q4 according to their latest regulatory filings, with 60 funds opening new positions, 148 increasing their positions, 31 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

650% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 8

377% more repeat investments, than reductions

Existing positions increased: 148 | Existing positions reduced: 31

25% more funds holding

Funds holding: 194 → 243 (+49)

13% more funds holding in top 10

Funds holding in top 10: 24 → 27 (+3)

4.67% more ownership

Funds ownership: 76% → 80.67% (+4.7%)

3% more capital invested

Capital invested by funds: $1.63B → $1.68B (+$49.6M)

Holders
243
Holders Change
+49
Holders Change %
+25.26%
% of All Funds
3.2%
Holding in Top 10
27
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+12.5%
% of All Funds
0.36%
New
60
Increased
148
Reduced
31
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SC
Savant Capital
Illinois
+$23M
2
Jane Street
Jane Street
New York
+$16.3M
3
JFG
JMG Financial Group
Illinois
+$14.4M
4
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$11.8M
5
EFP
Elser Financial Planning
Indiana
+$11.6M

Top Sellers

1
Corient Private Wealth
Corient Private Wealth
Florida
-$7.16M
2
FIS
Fischer Investment Strategies
California
-$3.96M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$3.24M
4
FFM
Forum Financial Management
Illinois
-$1.43M
5
SW
Simplicity Wealth
New Jersey
-$967K
Name Holding Trade Value Shares
Change 		Change in
Stake
RWM
76
Ruedi Wealth Management
Illinois
$3.26M +$757K +27,599 +28%
CTWM
77
Cherry Tree Wealth Management
Minnesota
$3.19M +$119K +4,338 +4%
JWM
78
JDH Wealth Management
California
$3.15M +$3.38M +123,233 New
AC
79
AWM Capital
Arizona
$3.14M +$1.85M +67,446 +122%
Mercer Global Advisors
80
Mercer Global Advisors
Colorado
$2.98M +$3.2M +116,604 New
CHA
81
Cooper/Haims Advisors
New York
$2.94M +$447K +16,271 +16%
YWM
82
Yardley Wealth Management
Pennsylvania
$2.89M +$505K +18,389 +20%
FPCG
83
Forum Private Client Group
Indiana
$2.86M +$728K +26,542 +31%
SWM
84
Spire Wealth Management
Virginia
$2.86M +$3.07M +111,990 New
BEW
85
Burton Enright Welch
California
$2.78M +$21.4K +779 +0.7%
FIS
86
Fischer Investment Strategies
California
$2.72M -$3.96M -144,452 -58%
VBA
87
von Borstel & Associates
Oregon
$2.71M +$1.1M +40,004 +60%
CAPTRUST Financial Advisors
88
CAPTRUST Financial Advisors
North Carolina
$2.64M +$370K +13,471 +15%
CPIG
89
Chicago Partners Investment Group
Illinois
$2.64M -$3.84K -140 -0.1%
PCA
90
Prosperity Capital Advisors
Ohio
$2.56M +$1.1M +40,219 +67%
CCM
91
Colorado Capital Management
Colorado
$2.4M +$806K +29,369 +45%
CPWM
92
Cypress Point Wealth Management
Texas
$2.4M +$942K +34,325 +58%
SWM
93
Sterling Wealth Management
Illinois
$2.39M +$74.3K +2,708 +3%
EP
94
Essential Planning
New Hampshire
$2.32M +$2.34M +85,080 New
BRIA
95
Balanced Rock Investment Advisors
Massachusetts
$2.27M +$2.44M +88,836 New
HNWA
96
Henrickson Nauta Wealth Advisors
Michigan
$2.24M +$283K +10,318 +13%
KF
97
Krilogy Financial
Missouri
$2.23M +$158K +5,767 +7%
Betterment LLC
98
Betterment LLC
New York
$2.1M +$328K +11,958 +17%
LAMC
99
Longview Asset Management (California)
California
$2.07M +$2.22M +80,980 New
Osaic Holdings
100
Osaic Holdings
Arizona
$2.03M +$181K +6,586 +9%
2 3
4
5 6

DFGR Hedge Fund Activity: Q4 2024 in Review

243 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Dimensional Global Real Estate ETF (DFGR) for Q4 2024, worth a combined $1.68B — up 3% from $1.63B a quarter earlier.

Buyers outnumbered sellers: 60 funds opened new DFGR positions and 8 closed out — a net gain of 52 holders — while 148 added to existing stakes and 31 trimmed.

The largest buyer was Savant Capital, adding an estimated $23M. The largest seller was Corient Private Wealth, cutting an estimated $7.16M.

  • 243 institutional investors held Dimensional Global Real Estate ETF (DFGR) as of Q4 2024, up from 194 in Q3 2024.
  • Funds reported $1.68B of Dimensional Global Real Estate ETF stock for Q4 2024, up 3% quarter-over-quarter.
  • 60 funds opened new Dimensional Global Real Estate ETF positions in Q4 2024 and 8 closed out, a net change of +52 holders.
  • The largest Dimensional Global Real Estate ETF buyer in Q4 2024 was Savant Capital, an estimated $23M added.
  • The largest Dimensional Global Real Estate ETF seller in Q4 2024 was Corient Private Wealth, an estimated $7.16M sold.

Based on aggregated 13F filings for Q4 2024.