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Dimensional Global Real Estate ETF
DFGR

Overview Fund Activity

256 hedge funds and large institutions have $2.02B invested in Dimensional Global Real Estate ETF in 2025 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 159 increasing their positions, 64 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
256
Holders Change
+7
Holders Change %
+2.81%
% of All Funds
3.43%
Holding in Top 10
31
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-8.82%
% of All Funds
0.42%
New
20
Increased
159
Reduced
64
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SC
Savant Capital
Illinois
$180M
2
RWM
Rockwood Wealth Management
Pennsylvania
$14.4M
3
TWA
TCI Wealth Advisors
Arizona
$51.9M
4
FFM
Forum Financial Management
Illinois
$390M
5
VAS
Vestmark Advisory Solutions
Massachusetts
$13.4M

Top Sellers

1
Corient Private Wealth
Corient Private Wealth
Florida
$26M
2
VF
Vawter Financial
Ohio
$367K
3
Mercer Global Advisors
Mercer Global Advisors
Colorado
$2.91M
4
PCA
Prosperity Capital Advisors
Ohio
$0
5
Jane Street
Jane Street
New York
$9.98M
Name Holding Trade Value Shares
Change 		Shares
Change %
KF
101
Krilogy Financial
Missouri
$2.57M +$128K +4,774 +5%
TCOTS
102
Trust Company of the South
North Carolina
$2.52M +$504K +18,792 +25%
NWM
103
Northwest Wealth Management
Iowa
$2.43M +$241K +8,977 +11%
LAMC
104
Longview Asset Management (California)
California
$2.41M +$41.5K +1,546 +2%
HIGP
105
Hill Investment Group Partners
Missouri
$2.41M +$803K +29,913 +50%
Citadel Advisors
106
Citadel Advisors
Florida
$2.23M +$2.23M +83,185 New
Osaic Holdings
107
Osaic Holdings
Arizona
$2.16M -$263K -10,186 -11%
FFA
108
Farther Finance Advisors
California
$2.15M -$426K -15,889 -17%
SRC
109
Sage Rhino Capital
California
$2.15M +$182K +6,781 +9%
MML Investors Services
110
MML Investors Services
Massachusetts
$2.13M +$282K +10,515 +15%
SWM
111
Sterling Wealth Management
Illinois
$2.12M +$2.12M +78,838 New
AFA
112
Avant Financial Advisors
Texas
$2.1M +$166K +6,205 +9%
AWM
113
Aegis Wealth Management
Maryland
$2.05M – – –
CA
114
Claris Advisors
Missouri
$2.02M +$299K +11,150 +17%
BCI
115
Brinker Capital Investments
Pennsylvania
$2M +$1.18M +43,843 +142%
DADC
116
D.A. Davidson & Co
Montana
$2M +$74.5K +2,775 +4%
WAP
117
Wealthcare Advisory Partners
Pennsylvania
$1.84M +$37.3K +1,392 +2%
WAN
118
Wealth Advisors Northwest
Oregon
$1.77M +$461K +17,188 +35%
SHFA
119
SC&H Financial Advisors
Maryland
$1.71M +$271K +10,087 +19%
CAPTRUST Financial Advisors
120
CAPTRUST Financial Advisors
North Carolina
$1.67M -$451K -16,806 -21%
VPWA
121
Vestia Personal Wealth Advisors
Indiana
$1.66M +$246K +9,154 +17%
MWM
122
Meritas Wealth Management
California
$1.64M +$14.8K +550 +0.9%
PAG
123
Poinciana Advisors Group
Florida
$1.62M +$142K +5,285 +10%
SMWM
124
Silvia McColl Wealth Management
California
$1.61M -$80.7K -3,007 -5%
SF
125
SageOak Financial
Oklahoma
$1.57M +$115K +4,282 +8%
3 4
5
6 7