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Dimensional Global Real Estate ETF
DFGR

Overview Fund Activity

242 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, 147 increasing their positions, 31 reducing their positions, and 8 closing their positions.

Holders
242
Holders Change
+49
Holders Change %
+25.39%
% of All Funds
3.22%
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
147
Reduced
31
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SC
1
Savant Capital
Illinois
$116M
2
VP
2
Verisail Partners
Georgia
$20.4M
3
Jane Street
3
Jane Street
New York
$28.3M
4
JFG
4
JMG Financial Group
Illinois
$102M
5
Focus Partners Wealth
5
Focus Partners Wealth
Massachusetts
$78.3M

Top Sellers

1
Corient Private Wealth
1
Corient Private Wealth
Florida
$45.6M
2
FIS
2
Fischer Investment Strategies
California
$2.72M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$0
4
FFM
4
Forum Financial Management
Illinois
$358M
5
SW
5
Simplicity Wealth
New Jersey
$0
Name Market Value Shares Shares
Change 		Shares
Change %
RWM
76
Ruedi Wealth Management
Illinois
$3.26M 127,550 +27,599 +28%
CTWM
77
Cherry Tree Wealth Management
Minnesota
$3.19M 124,790 +4,338 +4%
JWM
78
JDH Wealth Management
California
$3.15M 123,233 +123,233 New
AC
79
AWM Capital
Arizona
$3.14M 122,761 +67,446 +122%
Mercer Global Advisors
80
Mercer Global Advisors
Colorado
$2.98M 116,604 +116,604 New
CHA
81
Cooper/Haims Advisors
New York
$2.94M 115,095 +16,271 +16%
YWM
82
Yardley Wealth Management
Pennsylvania
$2.89M 110,800 +18,389 +20%
FPCG
83
Forum Private Client Group
Indiana
$2.86M 112,057 +26,542 +31%
SWM
84
Spire Wealth Management
Virginia
$2.86M 111,990 +111,990 New
FIS
85
Fischer Investment Strategies
California
$2.72M 106,498 -144,452 -58%
VBA
86
von Borstel & Associates
Oregon
$2.71M 106,301 +40,004 +60%
CAPTRUST Financial Advisors
87
CAPTRUST Financial Advisors
North Carolina
$2.64M 103,400 +13,471 +15%
CPIG
88
Chicago Partners Investment Group
Illinois
$2.64M 104,393 -140 -0.1%
PCA
89
Prosperity Capital Advisors
Ohio
$2.56M 100,207 +40,219 +67%
CCM
90
Colorado Capital Management
Colorado
$2.4M 94,043 +29,369 +45%
CPWM
91
Cypress Point Wealth Management
Texas
$2.4M 93,838 +34,325 +58%
SWM
92
Sterling Wealth Management
Illinois
$2.39M 93,732 +2,708 +3%
EP
93
Essential Planning
New Hampshire
$2.32M 85,080 +85,080 New
BRIA
94
Balanced Rock Investment Advisors
Massachusetts
$2.27M 88,836 +88,836 New
HNWA
95
Henrickson Nauta Wealth Advisors
Michigan
$2.24M 87,531 +10,318 +13%
KF
96
Krilogy Financial
Missouri
$2.23M 87,333 +5,767 +7%
Betterment LLC
97
Betterment LLC
New York
$2.1M 82,071 +11,958 +17%
LAMC
98
Longview Asset Management (California)
California
$2.07M 80,980 +80,980 New
Osaic Holdings
99
Osaic Holdings
Arizona
$2.03M 79,628 +6,586 +9%
PWIA
100
Porter White Investment Advisors
Alabama
$2.02M 79,110 +3,103 +4%
2 3
4
5 6