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Dimensional Global Real Estate ETF

194 hedge funds and large institutions have $1.63B invested in Dimensional Global Real Estate ETF in 2024 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 109 increasing their positions, 51 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

145% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 11

114% more repeat investments, than reductions

Existing positions increased: 109 | Existing positions reduced: 51

23% more capital invested

Capital invested by funds: $1.33B → $1.63B (+$300M)

9% more funds holding in top 10

Funds holding in top 10: 2224 (+2)

7% more funds holding

Funds holding: 181194 (+13)

0.07% more ownership

Funds ownership: 75.93%76% (+0.07%)

Holders
194
Holders Change
+13
Holders Change %
+7.18%
% of All Funds
2.79%
Holding in Top 10
24
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+9.09%
% of All Funds
0.34%
New
27
Increased
109
Reduced
51
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WHCI
101
W.H. Cornerstone Investments
Massachusetts
$1.29M +$255K +9,352 +27%
SHFA
102
SC&H Financial Advisors
Maryland
$1.25M +$101K +3,716 +9%
MFC
103
Morris Financial Concepts
South Carolina
$1.19M +$70K +2,568 +7%
Stifel Financial
104
Stifel Financial
Missouri
$1.14M +$178K +6,519 +20%
TCOTS
105
Trust Company of the South
North Carolina
$1.05M +$141K +5,174 +17%
VPWA
106
Vestia Personal Wealth Advisors
Indiana
$1.04M +$5.8K +213 +0.6%
AHL
107
Abel Hall LLC
Louisiana
$1.03M -$2.02K -74 -0.2%
MWM
108
Mattern Wealth Management
Kansas
$1.03M +$120K +4,398 +14%
QHA
109
Quarry Hill Advisors
Minnesota
$991K -$460K -16,888 -33%
AWP
110
Abacus Wealth Partners
California
$968K +$68.2K +2,503 +8%
SW
111
Simplicity Wealth
New Jersey
$967K -$12.8M -470,402 -93%
SCM
112
SOL Capital Management
Maryland
$927K -$637K -23,400 -42%
KWM
113
KFG Wealth Management
Indiana
$924K +$872K +32,019 New
FFA
114
Farther Finance Advisors
California
$913K +$158K +5,791 +22%
VH
115
Visionary Horizons
Tennessee
$906K +$42.2K +1,550 +5%
CA
116
Claris Advisors
Missouri
$903K +$167K +6,130 +24%
GA
117
Greenspring Advisors
Maryland
$847K +$418K +15,338 +110%
EFN
118
Equita Financial Network
Pennsylvania
$761K -$272 -10 -0%
LWM
119
LJI Wealth Management
Indiana
$752K +$2.72K +100 +0.4%
MWM
120
Modera Wealth Management
New Jersey
$747K -$17.5K -644 -2%
HKIMG
121
Hutchens & Kramer Investment Management Group
Indiana
$716K +$316K +11,615 +87%
Truist Financial
122
Truist Financial
North Carolina
$710K +$17.6K +645 +3%
SAW
123
Signal Advisors Wealth
Michigan
$629K +$594K +21,795 New
BHWM
124
Bay Harbor Wealth Management
Maryland
$619K +$89.6K +3,290 +18%
W
125
WorthPointe
California
$605K

DFGR Hedge Fund Activity: Q3 2024 in Review

194 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Dimensional Global Real Estate ETF (DFGR) for Q3 2024, worth a combined $1.63B — up 23% from $1.33B a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new DFGR positions and 11 closed out — a net gain of 16 holders — while 109 added to existing stakes and 51 trimmed.

The largest buyer was Focus Partners Wealth, opening a new position worth an estimated $71.9M. The largest seller was Simplicity Wealth, cutting an estimated $12.8M.

  • 194 institutional investors held Dimensional Global Real Estate ETF (DFGR) as of Q3 2024, up from 181 in Q2 2024.
  • Funds reported $1.63B of Dimensional Global Real Estate ETF stock for Q3 2024, up 23% quarter-over-quarter.
  • 27 funds opened new Dimensional Global Real Estate ETF positions in Q3 2024 and 11 closed out, a net change of +16 holders.
  • The largest Dimensional Global Real Estate ETF buyer in Q3 2024 was Focus Partners Wealth, an estimated $71.9M added.
  • The largest Dimensional Global Real Estate ETF seller in Q3 2024 was Simplicity Wealth, an estimated $12.8M sold.

Based on aggregated 13F filings for Q3 2024.