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Dimensional Global Real Estate ETF
DFGR

Overview Fund Activity

255 hedge funds and large institutions have $2.02B invested in Dimensional Global Real Estate ETF in 2025 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 158 increasing their positions, 64 reducing their positions, and 7 closing their positions.

Holders
255
Holders Change
+6
Holders Change %
+2.41%
% of All Funds
3.42%
Holding in Top 10
31
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-8.82%
% of All Funds
0.42%
New
20
Increased
158
Reduced
64
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MPW
1
MASECO Private Wealth
$36.3M
2
SC
2
Savant Capital
Illinois
$180M
3
RWM
3
Rockwood Wealth Management
Pennsylvania
$14.4M
4
TWA
4
TCI Wealth Advisors
Arizona
$51.9M
5
FFM
5
Forum Financial Management
Illinois
$390M

Top Sellers

1
Corient Private Wealth
1
Corient Private Wealth
Florida
$26M
2
VF
2
Vawter Financial
Ohio
$367K
3
Mercer Global Advisors
3
Mercer Global Advisors
Colorado
$2.91M
4
PCA
4
Prosperity Capital Advisors
Ohio
$0
5
Jane Street
5
Jane Street
New York
$9.98M
Name Market Value Shares Shares
Change 		Shares
Change %
TCOTS
101
Trust Company of the South
North Carolina
$2.52M 93,968 +18,792 +25%
NWM
102
Northwest Wealth Management
Iowa
$2.43M 90,439 +8,977 +11%
LAMC
103
Longview Asset Management (California)
California
$2.41M 89,682 +1,546 +2%
HIGP
104
Hill Investment Group Partners
Missouri
$2.41M 89,663 +29,913 +50%
Citadel Advisors
105
Citadel Advisors
Florida
$2.23M 83,185 +83,185 New
Osaic Holdings
106
Osaic Holdings
Arizona
$2.16M 83,852 -10,186 -11%
FFA
107
Farther Finance Advisors
California
$2.15M 80,263 -15,889 -17%
SRC
108
Sage Rhino Capital
California
$2.15M 80,118 +6,781 +9%
MML Investors Services
109
MML Investors Services
Massachusetts
$2.13M 79,459 +10,515 +15%
SWM
110
Sterling Wealth Management
Illinois
$2.12M 78,838 +78,838 New
AFA
111
Avant Financial Advisors
Texas
$2.1M 78,161 +6,205 +9%
AWM
112
Aegis Wealth Management
Maryland
$2.05M 78,142 – –
CA
113
Claris Advisors
Missouri
$2.02M 75,368 +11,150 +17%
BCI
114
Brinker Capital Investments
Pennsylvania
$2M 74,663 +43,843 +142%
DADC
115
D.A. Davidson & Co
Montana
$2M 74,557 +2,775 +4%
WAP
116
Wealthcare Advisory Partners
Pennsylvania
$1.84M 68,537 +1,392 +2%
WAN
117
Wealth Advisors Northwest
Oregon
$1.77M 66,134 +17,188 +35%
SHFA
118
SC&H Financial Advisors
Maryland
$1.71M 63,610 +10,087 +19%
CAPTRUST Financial Advisors
119
CAPTRUST Financial Advisors
North Carolina
$1.67M 62,339 -16,806 -21%
VPWA
120
Vestia Personal Wealth Advisors
Indiana
$1.66M 61,811 +9,154 +17%
MWM
121
Meritas Wealth Management
California
$1.64M 61,287 +550 +0.9%
PAG
122
Poinciana Advisors Group
Florida
$1.62M 60,264 +5,285 +10%
SMWM
123
Silvia McColl Wealth Management
California
$1.61M 60,147 -3,007 -5%
SF
124
SageOak Financial
Oklahoma
$1.57M 58,349 +4,282 +8%
PWS
125
Physician Wealth Solutions
Nevada
$1.55M 57,734 +10,823 +23%
3 4
5
6 7