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Dimensional Global Real Estate ETF

262 hedge funds and large institutions have $2.04B invested in Dimensional Global Real Estate ETF in 2025 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 161 increasing their positions, 65 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

267% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 6

148% more repeat investments, than reductions

Existing positions increased: 161 | Existing positions reduced: 65

9% more capital invested

Capital invested by funds: $1.87B → $2.04B (+$170M)

5% more funds holding

Funds holding: 250262 (+12)

1.14% more ownership

Funds ownership: 79.88%81.02% (+1.1%)

6% less funds holding in top 10

Funds holding in top 10: 3432 (-2)

Holders
262
Holders Change
+12
Holders Change %
+4.8%
% of All Funds
3.45%
Holding in Top 10
32
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-5.88%
% of All Funds
0.42%
New
22
Increased
161
Reduced
65
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CPIG
101
Chicago Partners Investment Group
Illinois
$2.81M +$131 +5 +0%
PWIA
102
Porter White Investment Advisors
Alabama
$2.64M +$316K +12,019 +14%
MWM
103
Mattern Wealth Management
Kansas
$2.61M +$1.47M +55,842 +135%
YWM
104
Yardley Wealth Management
Pennsylvania
$2.6M +$394 +15 +0%
KF
105
Krilogy Financial
Missouri
$2.57M +$125K +4,774 +5%
TCOTS
106
Trust Company of the South
North Carolina
$2.52M +$493K +18,792 +25%
NWM
107
Northwest Wealth Management
Iowa
$2.43M +$236K +8,977 +11%
LAMC
108
Longview Asset Management (California)
California
$2.41M +$40.6K +1,546 +2%
HIGP
109
Hill Investment Group Partners
Missouri
$2.41M +$785K +29,913 +50%
Citadel Advisors
110
Citadel Advisors
Florida
$2.23M +$2.18M +83,185 New
FFA
111
Farther Finance Advisors
California
$2.15M -$417K -15,889 -17%
SRC
112
Sage Rhino Capital
California
$2.15M +$178K +6,781 +9%
MML Investors Services
113
MML Investors Services
Massachusetts
$2.13M +$276K +10,515 +15%
SWM
114
Sterling Wealth Management
Illinois
$2.12M +$2.07M +78,838 New
AFA
115
Avant Financial Advisors
Texas
$2.1M +$163K +6,205 +9%
AWMM
116
Aegis Wealth Management (Maryland)
Maryland
$2.05M
CA
117
Claris Advisors
Missouri
$2.02M +$293K +11,150 +17%
BCI
118
Brinker Capital Investments
Pennsylvania
$2M +$1.15M +43,843 +142%
DADC
119
D.A. Davidson & Co
Montana
$2M +$72.8K +2,775 +4%
WAP
120
Wealthcare Advisory Partners
Pennsylvania
$1.84M +$36.5K +1,392 +2%
WAN
121
Wealth Advisors Northwest
Oregon
$1.77M +$451K +17,188 +35%
SHFA
122
SC&H Financial Advisors
Maryland
$1.71M +$265K +10,087 +19%
CAPTRUST Financial Advisors
123
CAPTRUST Financial Advisors
North Carolina
$1.67M -$441K -16,806 -21%
VPWA
124
Vestia Personal Wealth Advisors
Indiana
$1.66M +$240K +9,154 +17%
MWM
125
Meritas Wealth Management
California
$1.64M +$14.4K +550 +0.9%

DFGR Hedge Fund Activity: Q2 2025 in Review

262 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Dimensional Global Real Estate ETF (DFGR) for Q2 2025, worth a combined $2.04B — up 9.1% from $1.87B a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new DFGR positions and 6 closed out — a net gain of 16 holders — while 161 added to existing stakes and 65 trimmed.

The largest buyer was Savant Capital, adding an estimated $32.3M. The largest seller was Corient Private Wealth, cutting an estimated $8.47M.

  • 262 institutional investors held Dimensional Global Real Estate ETF (DFGR) as of Q2 2025, up from 250 in Q1 2025.
  • Funds reported $2.04B of Dimensional Global Real Estate ETF stock for Q2 2025, up 9.1% quarter-over-quarter.
  • 22 funds opened new Dimensional Global Real Estate ETF positions in Q2 2025 and 6 closed out, a net change of +16 holders.
  • The largest Dimensional Global Real Estate ETF buyer in Q2 2025 was Savant Capital, an estimated $32.3M added.
  • The largest Dimensional Global Real Estate ETF seller in Q2 2025 was Corient Private Wealth, an estimated $8.47M sold.

Based on aggregated 13F filings for Q2 2025.