Dimensional Global Real Estate ETF
DFGR
103 hedge funds and large institutions have $661M invested in Dimensional Global Real Estate ETF in 2023 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 71 increasing their positions, 9 reducing their positions, and 10 closing their positions.
689% more repeat investments, than reductions
Existing positions increased: 71 | Existing positions reduced: 9
120% more funds holding in top 10
Funds holding in top 10: 5 → 11 (+6)
80% more first-time investments, than exits
New positions opened: 18 | Existing positions closed: 10
24% more capital invested
Capital invested by funds: $532M → $661M (+$129M)
8% more funds holding
Funds holding: 95 → 103 (+8)
0.96% less ownership
Funds ownership: 79.91% → 78.96% (-0.96%)
Top Buyers
| 1 |
FFM
Forum Financial Management
Lombard,
Illinois
|
+$44.2M |
| 2 |
JFG
JMG Financial Group
Downers Grove,
Illinois
|
+$18.1M |
| 3 |
LPL Financial
San Diego,
California
|
+$12.7M |
| 4 |
PO
Private Ocean
San Rafael,
California
|
+$12.6M |
| 5 |
AAP
Arax Advisory Partners
Denver,
Colorado
|
+$12.3M |
Top Sellers
| 1 |
Jane Street
New York
|
-$7.8M |
| 2 |
CHP
Cable Hill Partners
Portland,
Oregon
|
-$6.51M |
| 3 |
BEW
Burton Enright Welch
Walnut Creek,
California
|
-$720K |
| 4 |
FPCG
Forum Private Client Group
Fishers,
Indiana
|
-$658K |
| 5 |
VF
Vawter Financial
Columbus,
Ohio
|
-$454K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
APC
101
Aspire Private Capital
Cornelius,
North Carolina
| $15.8K | +$5.32K | +220 | +45% |
|
102
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $11K | +$12.3K | +510 | New |
|
103
Royal Bank of Canada
Toronto,
Ontario, Canada
| $6K | +$6.82K | +282 | New |
|
|
LWM
104
LJI Wealth Management
Indianapolis,
Indiana
| – | -$104K | -98,097 | Closed |
|
|
FPCG
105
Forum Private Client Group
Fishers,
Indiana
| – | -$658K | -26,958 | Closed |
|
|
SPI
106
Sutton Place Investors
Katonah,
New York
| – | -$211K | -8,670 | Closed |
|
107
Bank of America
Charlotte,
North Carolina
| – | -$18.3K | -750 | Closed |
|
|
DI
108
Disciplined Investments
Tulsa,
Oklahoma
| – | -$11.4K | -468 | Closed |
|
109
Wells Fargo
San Francisco,
California
| – | -$1.46K | -60 | Closed |
|
110
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| – | -$805 | -33 | Closed |
|
|
IA
111
IFP Advisors
Tampa,
Florida
| – | -$585 | -24 | Closed |
|
112
UBS Group
Zurich,
Switzerland
| – | -$49 | -2 | Closed |
|
113
Fidelity Investments
Boston,
Massachusetts
| – | -$24 | -1 | Closed |
|
DFGR Hedge Fund Activity: Q3 2023 in Review
103 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Dimensional Global Real Estate ETF (DFGR) for Q3 2023, worth a combined $661M — up 24% from $532M a quarter earlier.
Buyers outnumbered sellers: 18 funds opened new DFGR positions and 10 closed out — a net gain of 8 holders — while 71 added to existing stakes and 9 trimmed.
The largest buyer was Forum Financial Management, adding an estimated $44.2M. The largest seller was Jane Street, cutting an estimated $7.8M.
- 103 institutional investors held Dimensional Global Real Estate ETF (DFGR) as of Q3 2023, up from 95 in Q2 2023.
- Funds reported $661M of Dimensional Global Real Estate ETF stock for Q3 2023, up 24% quarter-over-quarter.
- 18 funds opened new Dimensional Global Real Estate ETF positions in Q3 2023 and 10 closed out, a net change of +8 holders.
- The largest Dimensional Global Real Estate ETF buyer in Q3 2023 was Forum Financial Management, an estimated $44.2M added.
- The largest Dimensional Global Real Estate ETF seller in Q3 2023 was Jane Street, an estimated $7.8M sold.
Based on aggregated 13F filings for Q3 2023.