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Dimensional Global Real Estate ETF
DFGR

279 hedge funds and large institutions have $2.2B invested in Dimensional Global Real Estate ETF in 2025 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 184 increasing their positions, 47 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

291% more repeat investments, than reductions

Existing positions increased: 184 | Existing positions reduced: 47

162% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 13

8% more capital invested

Capital invested by funds: $2.04B → $2.2B (+$153M)

6% more funds holding

Funds holding: 262 → 279 (+17)

1.11% less ownership

Funds ownership: 81.02% → 79.91% (-1.1%)

6% less funds holding in top 10

Funds holding in top 10: 32 → 30 (-2)

Holders
279
Holders Change
+17
Holders Change %
+6.49%
% of All Funds
3.66%
Holding in Top 10
30
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-6.25%
% of All Funds
0.39%
New
34
Increased
184
Reduced
47
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SC
Savant Capital
Illinois
+$27.6M
2
FFM
Forum Financial Management
Illinois
+$25.3M
3
BPA
Beacon Pointe Advisors
California
+$17.2M
4
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$9.96M
5
JFG
JMG Financial Group
Illinois
+$9.71M

Top Sellers

1
AAP
Arax Advisory Partners
Colorado
-$17.6M
2
Corient Private Wealth
Corient Private Wealth
Florida
-$10.5M
3
Jane Street
Jane Street
New York
-$7.51M
4
VAS
Vestmark Advisory Solutions
Massachusetts
-$6.2M
5
AA
Armis Advisers
Georgia
-$5.63M
Name Holding Trade Value Shares
Change 		Change in
Stake
NCM
76
New Capital Management
Texas
$4.29M -$466K -17,204 -10%
JWM
77
JDH Wealth Management
California
$4.26M +$310K +11,458 +8%
CWD
78
Clarity Wealth Development
Oregon
$4.03M +$225K +8,299 +6%
CCM
79
Colorado Capital Management
Colorado
$4.01M +$293K +10,835 +8%
CTWM
80
Cherry Tree Wealth Management
Minnesota
$3.96M +$387K +14,282 +11%
LG
81
LAM Group
Oregon
$3.95M -$26.3K -970 -0.7%
RWM
82
Ruedi Wealth Management
Illinois
$3.9M +$254K +9,367 +7%
HNWA
83
Henrickson Nauta Wealth Advisors
Michigan
$3.81M +$534K +19,725 +16%
LI
84
LRI Investments
Florida
$3.8M -$61.7K -2,280 -2%
IAS
85
Integrity Advisory Solutions
Texas
$3.78M +$3.75M +138,353 New
M1FG
86
Mach-1 Financial Group
Arkansas
$3.78M +$3.75M +138,353 New
Osaic Holdings
87
Osaic Holdings
Arizona
$3.77M +$446K +16,459 +14%
CHA
88
Cooper/Haims Advisors
New York
$3.73M +$243K +8,974 +7%
SWM
89
Spire Wealth Management
Virginia
$3.55M +$16.5K +608 +0.5%
MFWP
90
Mosaic Family Wealth Partners
Missouri
$3.51M -$165K -6,099 -5%
Betterment LLC
91
Betterment LLC
New York
$3.49M +$408K +15,061 +13%
IA
92
Integrity Alliance
Iowa
$3.4M +$141K +5,209 +4%
PCA
93
Prosperity Capital Advisors
Ohio
$3.37M +$230K +8,483 +7%
Mercer Global Advisors
94
Mercer Global Advisors
Colorado
$3.18M +$216K +7,965 +7%
GLA
95
Great Lakes Advisors
Illinois
$3.11M +$2.66M +98,237 +635%
BEW
96
Burton Enright Welch
California
$3.04M -$19.5K -719 -0.6%
KF
97
Krilogy Financial
Missouri
$2.93M +$350K +12,912 +13%
MWM
98
Mattern Wealth Management
Kansas
$2.81M +$154K +5,679 +6%
CPIG
99
Chicago Partners Investment Group
Illinois
$2.77M -$23K -851 -0.8%
PWIA
100
Porter White Investment Advisors
Alabama
$2.69M +$4.93K +182 +0.2%
2 3
4
5 6

DFGR Hedge Fund Activity: Q3 2025 in Review

279 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Dimensional Global Real Estate ETF (DFGR) for Q3 2025, worth a combined $2.2B — up 7.5% from $2.04B a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new DFGR positions and 13 closed out — a net gain of 21 holders — while 184 added to existing stakes and 47 trimmed.

The largest buyer was Savant Capital, adding an estimated $27.6M. The largest seller was Arax Advisory Partners, exiting entirely with an estimated $17.6M sold.

  • 279 institutional investors held Dimensional Global Real Estate ETF (DFGR) as of Q3 2025, up from 262 in Q2 2025.
  • Funds reported $2.2B of Dimensional Global Real Estate ETF stock for Q3 2025, up 7.5% quarter-over-quarter.
  • 34 funds opened new Dimensional Global Real Estate ETF positions in Q3 2025 and 13 closed out, a net change of +21 holders.
  • The largest Dimensional Global Real Estate ETF buyer in Q3 2025 was Savant Capital, an estimated $27.6M added.
  • The largest Dimensional Global Real Estate ETF seller in Q3 2025 was Arax Advisory Partners, an estimated $17.6M sold.

Based on aggregated 13F filings for Q3 2025.