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Dimensional Global Real Estate ETF

181 hedge funds and large institutions have $1.33B invested in Dimensional Global Real Estate ETF in 2024 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 120 increasing their positions, 25 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

380% more repeat investments, than reductions

Existing positions increased: 120 | Existing positions reduced: 25

333% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 6

16% more funds holding in top 10

Funds holding in top 10: 1922 (+3)

12% more funds holding

Funds holding: 161181 (+20)

7% more capital invested

Capital invested by funds: $1.24B → $1.33B (+$92.3M)

1.19% less ownership

Funds ownership: 77.12%75.93% (-1.2%)

Holders
181
Holders Change
+20
Holders Change %
+12.42%
% of All Funds
2.61%
Holding in Top 10
22
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+15.79%
% of All Funds
0.32%
New
26
Increased
120
Reduced
25
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
VPWA
101
Vestia Personal Wealth Advisors
Indiana
$894K +$881K +35,786 New
WHCI
102
W.H. Cornerstone Investments
Massachusetts
$880K +$135K +5,470 +18%
CCM
103
Colorado Capital Management
Colorado
$856K +$843K +34,238 New
TWD
104
True Wealth Design
Ohio
$856K +$296K +12,029 +54%
Stifel Financial
105
Stifel Financial
Missouri
$826K +$49.3K +2,003 +6%
NWM
106
Northwest Wealth Management
Iowa
$811K +$57.7K +2,344 +8%
MWM
107
Mattern Wealth Management
Kansas
$780K +$184K +7,493 +32%
TCOTS
108
Trust Company of the South
North Carolina
$778K +$36.9K +1,500 +5%
AWP
109
Abacus Wealth Partners
California
$776K +$302K +12,258 +65%
VH
110
Visionary Horizons
Tennessee
$746K +$247K +10,045 +51%
DWA
111
Delap Wealth Advisory
Oregon
$697K +$345K +14,004 +101%
MWM
112
Modera Wealth Management
New Jersey
$663K -$60.1K -2,442 -8%
EFN
113
Equita Financial Network
Pennsylvania
$659K +$25 +1 +0%
LWM
114
LJI Wealth Management
Indiana
$649K +$75.4K +3,063 +13%
FFA
115
Farther Finance Advisors
California
$642K +$369K +14,999 +138%
CA
116
Claris Advisors
Missouri
$628K +$79.4K +3,228 +15%
Truist Financial
117
Truist Financial
North Carolina
$599K +$95.9K +3,895 +19%
BCI
118
Brinker Capital Investments
Pennsylvania
$558K +$91.3K +3,709 +20%
OPS
119
Orion Portfolio Solutions
Nebraska
$558K +$91.3K +3,709 +20%
W
120
WorthPointe
California
$524K
SWM
121
Seaside Wealth Management
California
$520K +$168K +6,831 +49%
Renaissance Technologies
122
Renaissance Technologies
New York
$515K -$1.07M -43,300 -68%
EWA
123
EverSource Wealth Advisors
Alabama
$504K +$19.1K +777 +4%
IWC
124
Integrated Wealth Concepts
Massachusetts
$503K +$275K +11,155 +125%
FPAS
125
Focus Partners Advisor Solutions
Missouri
$486K +$41.3K +1,677 +9%

DFGR Hedge Fund Activity: Q2 2024 in Review

181 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Dimensional Global Real Estate ETF (DFGR) for Q2 2024, worth a combined $1.33B — up 7.5% from $1.24B a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new DFGR positions and 6 closed out — a net gain of 20 holders — while 120 added to existing stakes and 25 trimmed.

The largest buyer was Savant Capital, adding an estimated $18.7M. The largest seller was Forum Financial Management, cutting an estimated $7.19M.

  • 181 institutional investors held Dimensional Global Real Estate ETF (DFGR) as of Q2 2024, up from 161 in Q1 2024.
  • Funds reported $1.33B of Dimensional Global Real Estate ETF stock for Q2 2024, up 7.5% quarter-over-quarter.
  • 26 funds opened new Dimensional Global Real Estate ETF positions in Q2 2024 and 6 closed out, a net change of +20 holders.
  • The largest Dimensional Global Real Estate ETF buyer in Q2 2024 was Savant Capital, an estimated $18.7M added.
  • The largest Dimensional Global Real Estate ETF seller in Q2 2024 was Forum Financial Management, an estimated $7.19M sold.

Based on aggregated 13F filings for Q2 2024.