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Dimensional Global Real Estate ETF
DFGR

279 hedge funds and large institutions have $2.2B invested in Dimensional Global Real Estate ETF in 2025 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 184 increasing their positions, 47 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

291% more repeat investments, than reductions

Existing positions increased: 184 | Existing positions reduced: 47

162% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 13

8% more capital invested

Capital invested by funds: $2.04B → $2.2B (+$153M)

6% more funds holding

Funds holding: 262 → 279 (+17)

1.11% less ownership

Funds ownership: 81.02% → 79.91% (-1.1%)

6% less funds holding in top 10

Funds holding in top 10: 32 → 30 (-2)

Holders
279
Holders Change
+17
Holders Change %
+6.49%
% of All Funds
3.66%
Holding in Top 10
30
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-6.25%
% of All Funds
0.39%
New
34
Increased
184
Reduced
47
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SC
Savant Capital
Illinois
+$27.6M
2
FFM
Forum Financial Management
Illinois
+$25.3M
3
BPA
Beacon Pointe Advisors
California
+$17.2M
4
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$9.96M
5
JFG
JMG Financial Group
Illinois
+$9.71M

Top Sellers

1
AAP
Arax Advisory Partners
Colorado
-$17.6M
2
Corient Private Wealth
Corient Private Wealth
Florida
-$10.5M
3
Jane Street
Jane Street
New York
-$7.51M
4
VAS
Vestmark Advisory Solutions
Massachusetts
-$6.2M
5
AA
Armis Advisers
Georgia
-$5.63M
Name Holding Trade Value Shares
Change 		Change in
Stake
SIM
101
Stratos Investment Management
Ohio
$2.65M +$1.66M +61,336 +172%
Jane Street
102
Jane Street
New York
$2.59M -$7.51M -277,324 -75%
NA
103
NewEdge Advisors
Louisiana
$2.56M -$368K -13,595 -13%
TA
104
Tactive Advisors
Florida
$2.53M +$2.51M +92,727 New
AF
105
Allworth Financial
California
$2.52M +$2.12M +78,355 +562%
LAMC
106
Longview Asset Management (California)
California
$2.51M +$59.9K +2,214 +2%
BTWM
107
Baker Tilly Wealth Management
Wisconsin
$2.48M +$2.46M +90,872 New
YWM
108
Yardley Wealth Management
Pennsylvania
$2.48M -$167K -6,162 -6%
HIGP
109
Hill Investment Group Partners
Missouri
$2.44M -$6.12K -226 -0.3%
FFA
110
Farther Finance Advisors
California
$2.42M +$224K +8,277 +10%
TCOTS
111
Trust Company of the South
North Carolina
$2.38M -$188K -6,952 -7%
VPWA
112
Vestia Personal Wealth Advisors
Indiana
$2.37M +$674K +24,890 +40%
NWM
113
Northwest Wealth Management
Iowa
$2.36M -$113K -4,175 -5%
SWM
114
Sterling Wealth Management
Illinois
$2.35M +$200K +7,377 +9%
MML Investors Services
115
MML Investors Services
Massachusetts
$2.35M +$180K +6,665 +8%
AFA
116
Avant Financial Advisors
Texas
$2.28M +$146K +5,393 +7%
SRC
117
Sage Rhino Capital
California
$2.25M +$63.1K +2,330 +3%
AWMM
118
Aegis Wealth Management (Maryland)
Maryland
$2.22M +$80.5K +2,974 +4%
WAN
119
Wealth Advisors Northwest
Oregon
$2.19M +$377K +13,921 +21%
BCI
120
Brinker Capital Investments
Pennsylvania
$2.16M +$122K +4,506 +6%
DADC
121
D.A. Davidson & Co
Montana
$2.1M +$60K +2,215 +3%
WAP
122
Wealthcare Advisory Partners
Pennsylvania
$2.07M +$198K +7,329 +11%
CA
123
Claris Advisors
Missouri
$2.02M – – –
CPWM
124
Cypress Point Wealth Management
Texas
$1.99M -$1.09M -40,146 -36%
PWS
125
Physician Wealth Solutions
Nevada
$1.84M +$266K +9,820 +17%
3 4
5
6 7

DFGR Hedge Fund Activity: Q3 2025 in Review

279 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Dimensional Global Real Estate ETF (DFGR) for Q3 2025, worth a combined $2.2B — up 7.5% from $2.04B a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new DFGR positions and 13 closed out — a net gain of 21 holders — while 184 added to existing stakes and 47 trimmed.

The largest buyer was Savant Capital, adding an estimated $27.6M. The largest seller was Arax Advisory Partners, exiting entirely with an estimated $17.6M sold.

  • 279 institutional investors held Dimensional Global Real Estate ETF (DFGR) as of Q3 2025, up from 262 in Q2 2025.
  • Funds reported $2.2B of Dimensional Global Real Estate ETF stock for Q3 2025, up 7.5% quarter-over-quarter.
  • 34 funds opened new Dimensional Global Real Estate ETF positions in Q3 2025 and 13 closed out, a net change of +21 holders.
  • The largest Dimensional Global Real Estate ETF buyer in Q3 2025 was Savant Capital, an estimated $27.6M added.
  • The largest Dimensional Global Real Estate ETF seller in Q3 2025 was Arax Advisory Partners, an estimated $17.6M sold.

Based on aggregated 13F filings for Q3 2025.