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Dimensional Global Real Estate ETF

250 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, 151 increasing their positions, 60 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

152% more repeat investments, than reductions

Existing positions increased: 151 | Existing positions reduced: 60

71% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 14

26% more funds holding in top 10

Funds holding in top 10: 2734 (+7)

12% more capital invested

Capital invested by funds: $1.68B → $1.87B (+$195M)

3% more funds holding

Funds holding: 243250 (+7)

0.8% less ownership

Funds ownership: 80.67%79.88% (-0.8%)

Holders
250
Holders Change
+7
Holders Change %
+2.88%
% of All Funds
3.35%
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
151
Reduced
60
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MFWP
76
Mosaic Family Wealth Partners
Missouri
$3.99M -$427K -16,391 -10%
LI
77
LRI Investments
Florida
$3.86M -$318K -12,187 -8%
FPCG
78
Forum Private Client Group
Indiana
$3.76M +$814K +31,218 +28%
VBA
79
von Borstel & Associates
Oregon
$3.72M +$921K +35,359 +33%
JWM
80
JDH Wealth Management
California
$3.63M +$394K +15,103 +12%
CWD
81
Clarity Wealth Development
Oregon
$3.59M +$148K +5,694 +4%
WWP
82
Waypoint Wealth Partners
California
$3.57M +$95.4K +3,662 +3%
JP Morgan Chase
83
JP Morgan Chase
New York
$3.56M -$26.2K -1,005 -0.7%
AC
84
AWM Capital
Arizona
$3.47M +$247K +9,461 +8%
CCM
85
Colorado Capital Management
Colorado
$3.39M +$915K +35,107 +37%
SWM
86
Spire Wealth Management
Virginia
$3.38M +$434K +16,672 +15%
CTWM
87
Cherry Tree Wealth Management
Minnesota
$3.34M +$63K +2,416 +2%
RWM
88
Ruedi Wealth Management
Illinois
$3.31M -$36.4K -1,398 -1%
CHA
89
Cooper/Haims Advisors
New York
$3.24M +$219K +8,417 +7%
IA
90
Integrity Alliance
Iowa
$3.11M +$3.09M +118,432 New
NA
91
NewEdge Advisors
Louisiana
$3.02M -$1.04M -40,055 -26%
CPWM
92
Cypress Point Wealth Management
Texas
$2.96M +$489K +18,748 +20%
BEW
93
Burton Enright Welch
California
$2.95M +$91.5K +3,513 +3%
PCA
94
Prosperity Capital Advisors
Ohio
$2.91M +$266K +10,199 +10%
CPIG
95
Chicago Partners Investment Group
Illinois
$2.71M -$58.5K -2,243 -2%
YWM
96
Yardley Wealth Management
Pennsylvania
$2.55M -$361K -13,851 -13%
FFA
97
Farther Finance Advisors
California
$2.53M +$1.33M +50,930 +113%
HNWA
98
Henrickson Nauta Wealth Advisors
Michigan
$2.49M +$379K +14,531 +17%
Osaic Holdings
99
Osaic Holdings
Arizona
$2.47M +$376K +14,410 +18%
BRIA
100
Balanced Rock Investment Advisors
Massachusetts
$2.45M +$120K +4,615 +5%

DFGR Hedge Fund Activity: Q1 2025 in Review

250 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in Dimensional Global Real Estate ETF (DFGR) for Q1 2025, worth a combined $1.87B — up 12% from $1.68B a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new DFGR positions and 14 closed out — a net gain of 10 holders — while 151 added to existing stakes and 60 trimmed.

The largest buyer was LifeGuide Financial Advisors, opening a new position worth an estimated $54.6M. The largest seller was Jane Street, cutting an estimated $16.4M.

  • 250 institutional investors held Dimensional Global Real Estate ETF (DFGR) as of Q1 2025, up from 243 in Q4 2024.
  • Funds reported $1.87B of Dimensional Global Real Estate ETF stock for Q1 2025, up 12% quarter-over-quarter.
  • 24 funds opened new Dimensional Global Real Estate ETF positions in Q1 2025 and 14 closed out, a net change of +10 holders.
  • The largest Dimensional Global Real Estate ETF buyer in Q1 2025 was LifeGuide Financial Advisors, an estimated $54.6M added.
  • The largest Dimensional Global Real Estate ETF seller in Q1 2025 was Jane Street, an estimated $16.4M sold.

Based on aggregated 13F filings for Q1 2025.