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Dimensional Global Real Estate ETF

161 hedge funds and large institutions have $1.24B invested in Dimensional Global Real Estate ETF in 2024 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 114 increasing their positions, 23 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

396% more repeat investments, than reductions

Existing positions increased: 114 | Existing positions reduced: 23

50% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 10

7% more capital invested

Capital invested by funds: $1.16B → $1.24B (+$78.2M)

2% more funds holding

Funds holding: 158161 (+3)

4.4% less ownership

Funds ownership: 81.52%77.12% (-4.4%)

10% less funds holding in top 10

Funds holding in top 10: 2119 (-2)

Holders
161
Holders Change
+3
Holders Change %
+1.9%
% of All Funds
2.32%
Holding in Top 10
19
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-9.52%
% of All Funds
0.27%
New
15
Increased
114
Reduced
23
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MWM
101
Modera Wealth Management
New Jersey
$739K -$29.7K -1,184 -4%
RWM
102
Ruedi Wealth Management
Illinois
$725K +$417K +16,627 +141%
MFC
103
Morris Financial Concepts
South Carolina
$717K +$425K +16,956 +153%
Susquehanna International Group
104
Susquehanna International Group
Pennsylvania
$695K +$683K +27,220 New
EFN
105
Equita Financial Network
Pennsylvania
$674K
CWM
106
Core Wealth Management
Florida
$672K -$451 -18 -0.1%
MWM
107
Mattern Wealth Management
Kansas
$605K +$86.2K +3,437 +17%
LWM
108
LJI Wealth Management
Indiana
$584K +$132K +5,246 +30%
TWD
109
True Wealth Design
Ohio
$567K +$53.2K +2,123 +11%
CA
110
Claris Advisors
Missouri
$560K +$106K +4,229 +24%
W
111
WorthPointe
California
$535K +$7.15K +285 +1%
Truist Financial
112
Truist Financial
North Carolina
$512K -$11.4K -456 -2%
AWP
113
Abacus Wealth Partners
California
$480K -$92.3K -3,679 -16%
VH
114
Visionary Horizons
Tennessee
$480K +$90.2K +3,595 +22%
BCI
115
Brinker Capital Investments
Pennsylvania
$476K +$55.2K +2,203 +13%
OPS
116
Orion Portfolio Solutions
Nebraska
$476K +$55.2K +2,203 +13%
D.E. Shaw & Co
117
D.E. Shaw & Co
New York
$460K +$452K +18,031 New
AP
118
Adero Partners
California
$459K -$205K -8,191 -31%
FPAS
119
Focus Partners Advisor Solutions
Missouri
$454K -$8.51M -339,446 -95%
EWA
120
EverSource Wealth Advisors
Alabama
$431K +$113K +4,511 +33%
CFO
121
Collective Family Office
Pennsylvania
$428K -$3.23K -129 -0.8%
BTI
122
Blue Trust Inc
Georgia
$402K +$214K +8,527 +118%
GHA
123
Granite Harbor Advisors
Texas
$391K
WA
124
Wealthstream Advisors
New York
$376K +$125K +4,984 +51%
FPF
125
First Pacific Financial
Washington
$375K +$290K +11,552 +369%

DFGR Hedge Fund Activity: Q1 2024 in Review

161 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Dimensional Global Real Estate ETF (DFGR) for Q1 2024, worth a combined $1.24B — up 6.8% from $1.16B a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new DFGR positions and 10 closed out — a net gain of 5 holders — while 114 added to existing stakes and 23 trimmed.

The largest buyer was Financial Engines Advisors, opening a new position worth an estimated $12.5M. The largest seller was Jane Street, cutting an estimated $11.4M.

  • 161 institutional investors held Dimensional Global Real Estate ETF (DFGR) as of Q1 2024, up from 158 in Q4 2023.
  • Funds reported $1.24B of Dimensional Global Real Estate ETF stock for Q1 2024, up 6.8% quarter-over-quarter.
  • 15 funds opened new Dimensional Global Real Estate ETF positions in Q1 2024 and 10 closed out, a net change of +5 holders.
  • The largest Dimensional Global Real Estate ETF buyer in Q1 2024 was Financial Engines Advisors, an estimated $12.5M added.
  • The largest Dimensional Global Real Estate ETF seller in Q1 2024 was Jane Street, an estimated $11.4M sold.

Based on aggregated 13F filings for Q1 2024.