DFGR icon

Dimensional Global Real Estate ETF

249 hedge funds and large institutions have $1.87B invested in Dimensional Global Real Estate ETF in 2025 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 150 increasing their positions, 60 reducing their positions, and 14 closing their positions.

Holders
249
Holders Change
+7
Holders Change %
+2.89%
% of All Funds
3.38%
Holding in Top 10
34
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+25.93%
% of All Funds
0.46%
New
24
Increased
150
Reduced
60
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
MFWP
76
Mosaic Family Wealth Partners
Missouri
$3.99M 151,773 -16,391 -10%
LI
77
LRI Investments
Florida
$3.86M 147,143 -12,187 -8%
FPCG
78
Forum Private Client Group
Indiana
$3.76M 143,275 +31,218 +28%
VBA
79
von Borstel & Associates
Oregon
$3.72M 141,660 +35,359 +33%
JWM
80
JDH Wealth Management
California
$3.63M 138,336 +15,103 +12%
CWD
81
Clarity Wealth Development
Oregon
$3.59M 136,719 +5,694 +4%
WWP
82
Waypoint Wealth Partners
California
$3.57M 136,064 +3,662 +3%
JPMorgan Chase & Co
83
JPMorgan Chase & Co
New York
$3.56M 135,692 -1,005 -0.7%
AC
84
AWM Capital
Arizona
$3.47M 132,222 +9,461 +8%
CCM
85
Colorado Capital Management
Colorado
$3.39M 129,150 +35,107 +37%
SWM
86
Spire Wealth Management
Virginia
$3.38M 128,662 +16,672 +15%
CTWM
87
Cherry Tree Wealth Management
Minnesota
$3.34M 127,206 +2,416 +2%
RWM
88
Ruedi Wealth Management
Illinois
$3.31M 126,152 -1,398 -1%
CHA
89
Cooper/Haims Advisors
New York
$3.24M 123,512 +8,417 +7%
IA
90
Integrity Alliance
Iowa
$3.11M 118,432 +118,432 New
NA
91
NewEdge Advisors
Louisiana
$3.02M 114,851 -40,055 -26%
CPWM
92
Cypress Point Wealth Management
Texas
$2.96M 112,586 +18,748 +20%
PCA
93
Prosperity Capital Advisors
Ohio
$2.91M 110,406 +10,199 +10%
CPIG
94
Chicago Partners Investment Group
Illinois
$2.71M 102,150 -2,243 -2%
YWM
95
Yardley Wealth Management
Pennsylvania
$2.55M 96,949 -13,851 -13%
FFA
96
Farther Finance Advisors
California
$2.53M 96,152 +50,930 +113%
HNWA
97
Henrickson Nauta Wealth Advisors
Michigan
$2.49M 102,062 +14,531 +17%
Osaic Holdings
98
Osaic Holdings
Arizona
$2.47M 94,038 +14,410 +18%
BRIA
99
Balanced Rock Investment Advisors
Massachusetts
$2.45M 93,451 +4,615 +5%
Betterment LLC
100
Betterment LLC
New York
$2.41M 91,693 +9,622 +12%