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Dimensional Global Real Estate ETF
DFGR

243 hedge funds and large institutions have $1.68B invested in Dimensional Global Real Estate ETF in 2024 Q4 according to their latest regulatory filings, with 60 funds opening new positions, 148 increasing their positions, 31 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

650% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 8

377% more repeat investments, than reductions

Existing positions increased: 148 | Existing positions reduced: 31

25% more funds holding

Funds holding: 194 → 243 (+49)

13% more funds holding in top 10

Funds holding in top 10: 24 → 27 (+3)

4.67% more ownership

Funds ownership: 76% → 80.67% (+4.7%)

3% more capital invested

Capital invested by funds: $1.63B → $1.68B (+$49.6M)

Holders
243
Holders Change
+49
Holders Change %
+25.26%
% of All Funds
3.2%
Holding in Top 10
27
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+12.5%
% of All Funds
0.36%
New
60
Increased
148
Reduced
31
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SC
Savant Capital
Illinois
+$23M
2
Jane Street
Jane Street
New York
+$16.3M
3
JFG
JMG Financial Group
Illinois
+$14.4M
4
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$11.8M
5
EFP
Elser Financial Planning
Indiana
+$11.6M

Top Sellers

1
Corient Private Wealth
Corient Private Wealth
Florida
-$7.16M
2
FIS
Fischer Investment Strategies
California
-$3.96M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$3.24M
4
FFM
Forum Financial Management
Illinois
-$1.43M
5
SW
Simplicity Wealth
New Jersey
-$967K
Name Holding Trade Value Shares
Change 		Change in
Stake
PWIA
101
Porter White Investment Advisors
Alabama
$2.02M +$85.2K +3,103 +4%
NWM
102
Northwest Wealth Management
Iowa
$1.89M +$417K +15,195 +26%
OMC
103
Old Mission Capital
Illinois
$1.89M +$2.03M +73,821 New
SRC
104
Sage Rhino Capital
California
$1.85M +$461K +16,802 +30%
DADC
105
D.A. Davidson & Co
Montana
$1.78M -$15.5K -564 -0.8%
MWM
106
Meritas Wealth Management
California
$1.7M +$46.5K +1,695 +3%
AFA
107
Avant Financial Advisors
Texas
$1.69M +$1.82M +66,363 New
MML Investors Services
108
MML Investors Services
Massachusetts
$1.62M +$156K +5,687 +10%
RGF
109
Retirement Guys Formula
Ohio
$1.6M -$282K -10,265 -14%
SMWM
110
Silvia McColl Wealth Management
California
$1.59M +$44.5K +1,623 +3%
TFO
111
Timonier Family Office
North Carolina
$1.57M +$1.69M +61,625 New
RWM
112
Rockwood Wealth Management
Pennsylvania
$1.54M +$1.66M +60,540 New
AWMM
113
Aegis Wealth Management (Maryland)
Maryland
$1.53M +$1.65M +59,996 New
HIGP
114
Hill Investment Group Partners
Missouri
$1.53M -$7.14K -260 -0.4%
EWA
115
EverSource Wealth Advisors
Alabama
$1.48M +$1.06M +38,542 +198%
PAG
116
Poinciana Advisors Group
Florida
$1.29M +$1.39M +50,477 New
MSWMA
117
Market Street Wealth Management Advisors
Indiana
$1.27M +$20.5K +747 +2%
SHFA
118
SC&H Financial Advisors
Maryland
$1.26M +$169K +6,166 +14%
Creative Planning
119
Creative Planning
Kansas
$1.25M +$55.9K +2,035 +4%
MFC
120
Morris Financial Concepts
South Carolina
$1.23M +$185K +6,734 +16%
TCOTS
121
Trust Company of the South
North Carolina
$1.23M +$324K +11,802 +33%
KCM
122
KM Capital Management
Texas
$1.2M +$3.9K +142 +0.3%
KWM
123
KFG Wealth Management
Indiana
$1.16M +$362K +13,206 +41%
FFA
124
Farther Finance Advisors
California
$1.15M +$373K +13,574 +43%
WHCI
125
W.H. Cornerstone Investments
Massachusetts
$1.14M +$4.72K +172 +0.4%
3 4
5
6 7

DFGR Hedge Fund Activity: Q4 2024 in Review

243 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Dimensional Global Real Estate ETF (DFGR) for Q4 2024, worth a combined $1.68B — up 3% from $1.63B a quarter earlier.

Buyers outnumbered sellers: 60 funds opened new DFGR positions and 8 closed out — a net gain of 52 holders — while 148 added to existing stakes and 31 trimmed.

The largest buyer was Savant Capital, adding an estimated $23M. The largest seller was Corient Private Wealth, cutting an estimated $7.16M.

  • 243 institutional investors held Dimensional Global Real Estate ETF (DFGR) as of Q4 2024, up from 194 in Q3 2024.
  • Funds reported $1.68B of Dimensional Global Real Estate ETF stock for Q4 2024, up 3% quarter-over-quarter.
  • 60 funds opened new Dimensional Global Real Estate ETF positions in Q4 2024 and 8 closed out, a net change of +52 holders.
  • The largest Dimensional Global Real Estate ETF buyer in Q4 2024 was Savant Capital, an estimated $23M added.
  • The largest Dimensional Global Real Estate ETF seller in Q4 2024 was Corient Private Wealth, an estimated $7.16M sold.

Based on aggregated 13F filings for Q4 2024.