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Dimensional Global Real Estate ETF
DFGR

Overview Fund Activity

249 hedge funds and large institutions have $1.87B invested in Dimensional Global Real Estate ETF in 2025 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 150 increasing their positions, 60 reducing their positions, and 14 closing their positions.

Holders
249
Holders Change
+7
Holders Change %
+2.89%
% of All Funds
3.38%
Holding in Top 10
34
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+25.93%
% of All Funds
0.46%
New
24
Increased
150
Reduced
60
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LFA
1
LifeGuide Financial Advisors
Pennsylvania
$55M
2
SC
2
Savant Capital
Illinois
$144M
3
JFG
3
JMG Financial Group
Illinois
$126M
4
TWA
4
TCI Wealth Advisors
Arizona
$42.5M
5
FFM
5
Forum Financial Management
Illinois
$374M

Top Sellers

1
Jane Street
1
Jane Street
New York
$12.6M
2
Corient Private Wealth
2
Corient Private Wealth
Florida
$33.9M
3
EFP
3
Elser Financial Planning
Indiana
$0
4
RCI
4
RS Crum Inc
California
$17.9M
5
BPA
5
Beacon Pointe Advisors
California
$1.49M
Name Market Value Shares Shares
Change 		Shares
Change %
KF
101
Krilogy Financial
Missouri
$2.39M 90,916 +3,583 +4%
LAMC
102
Longview Asset Management (California)
California
$2.31M 88,136 +7,156 +9%
PWIA
103
Porter White Investment Advisors
Alabama
$2.26M 86,209 +7,099 +9%
GWM
104
Geneos Wealth Management
Colorado
$2.24M 85,409 +44,613 +109%
NWM
105
Northwest Wealth Management
Iowa
$2.14M 81,462 +7,464 +10%
CAPTRUST Financial Advisors
106
CAPTRUST Financial Advisors
North Carolina
$2.08M 79,145 -24,255 -23%
AWM
107
Aegis Wealth Management
Maryland
$2.05M 78,142 +18,146 +30%
TCOTS
108
Trust Company of the South
North Carolina
$1.97M 75,176 +27,086 +56%
SRC
109
Sage Rhino Capital
California
$1.93M 73,337 +984 +1%
AFA
110
Avant Financial Advisors
Texas
$1.89M 71,956 +5,593 +8%
DADC
111
D.A. Davidson & Co
Montana
$1.88M 71,782 +2,070 +3%
MML Investors Services
112
MML Investors Services
Massachusetts
$1.81M 68,944 +5,515 +9%
WAP
113
Wealthcare Advisory Partners
Pennsylvania
$1.76M 67,145 +50,487 +303%
CA
114
Claris Advisors
Missouri
$1.69M 64,218 +21,344 +50%
OMC
115
Old Mission Capital
Illinois
$1.69M 64,204 -9,617 -13%
SMWM
116
Silvia McColl Wealth Management
California
$1.66M 63,154 +734 +1%
MWM
117
Meritas Wealth Management
California
$1.59M 60,737 -5,645 -9%
HIGP
118
Hill Investment Group Partners
Missouri
$1.57M 59,750 – –
TFO
119
Timonier Family Office
North Carolina
$1.53M 58,320 -3,305 -5%
BPA
120
Beacon Pointe Advisors
California
$1.49M 56,588 -120,743 -68%
PAG
121
Poinciana Advisors Group
Florida
$1.44M 54,979 +4,502 +9%
SF
122
SageOak Financial
Oklahoma
$1.42M 54,067 +14,109 +35%
SHFA
123
SC&H Financial Advisors
Maryland
$1.41M 53,523 +4,063 +8%
VPWA
124
Vestia Personal Wealth Advisors
Indiana
$1.38M 52,657 +8,040 +18%
Creative Planning
125
Creative Planning
Kansas
$1.36M 51,862 +2,885 +6%
3 4
5
6 7