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Dimensional Global Real Estate ETF
DFGR

Overview Fund Activity

255 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, 158 increasing their positions, 64 reducing their positions, and 7 closing their positions.

Holders
255
Holders Change
+6
Holders Change %
+2.41%
% of All Funds
3.42%
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
158
Reduced
64
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MPW
1
MASECO Private Wealth
$36.3M
2
SC
2
Savant Capital
Illinois
$180M
3
RWM
3
Rockwood Wealth Management
Pennsylvania
$14.4M
4
TWA
4
TCI Wealth Advisors
Arizona
$51.9M
5
FFM
5
Forum Financial Management
Illinois
$390M

Top Sellers

1
Corient Private Wealth
1
Corient Private Wealth
Florida
$26M
2
VF
2
Vawter Financial
Ohio
$367K
3
Mercer Global Advisors
3
Mercer Global Advisors
Colorado
$2.91M
4
PCA
4
Prosperity Capital Advisors
Ohio
$0
5
Jane Street
5
Jane Street
New York
$9.98M
Name Market Value Shares Shares
Change 		Shares
Change %
KAM
126
KEB Asset Management
Illinois
$1.52M 56,749 +11,438 +25%
TFO
127
Timonier Family Office
North Carolina
$1.51M 56,157 -2,163 -4%
MFC
128
Morris Financial Concepts
South Carolina
$1.5M 55,836 +5,973 +12%
Creative Planning
129
Creative Planning
Kansas
$1.43M 53,264 +1,402 +3%
MSWMA
130
Market Street Wealth Management Advisors
Indiana
$1.33M 49,715 -678 -1%
WHCI
131
W.H. Cornerstone Investments
Massachusetts
$1.31M 48,969 +2,676 +6%
MFS
132
McNamara Financial Services
Massachusetts
$1.31M 48,706 -2,455 -5%
KWM
133
KFG Wealth Management
Indiana
$1.3M 48,631 +1,397 +3%
RW
134
Ridgeline Wealth
Arizona
$1.21M 45,072 -286 -0.6%
AHL
135
Abel Hall LLC
Louisiana
$1.21M 44,935 -1,319 -3%
GWM
136
Geneos Wealth Management
Colorado
$1.2M 44,613 -40,796 -48%
SAI
137
Savvy Advisors Inc
New York
$1.14M 42,486 +28,980 +215%
Stifel Financial
138
Stifel Financial
Missouri
$1.14M 42,430 +2,229 +6%
HIG
139
Heritage Investment Group
Florida
$1.07M 39,865 +7,989 +25%
KCM
140
KM Capital Management
Texas
$1.06M 39,683 +9,961 +34%
VPF
141
Vantage Point Financial
Illinois
$1.06M 39,548 +2,182 +6%
VH
142
Visionary Horizons
Tennessee
$1.06M 39,391 +2,546 +7%
BPA
143
Beacon Pointe Advisors
California
$1.05M 39,113 -17,475 -31%
BTI
144
Blue Trust Inc
Georgia
$993K 37,015 +1,831 +5%
QHA
145
Quarry Hill Advisors
Minnesota
$992K 36,978 +2,425 +7%
MWM
146
Modera Wealth Management
New Jersey
$991K 36,938 +83 +0.2%
IWC
147
Integrated Wealth Concepts
Massachusetts
$962K 35,846 +3,245 +10%
SIM
148
Stratos Investment Management
Ohio
$957K 35,681 +35,681 New
KW
149
Keyvantage Wealth
Pennsylvania
$949K 35,377 +706 +2%
BP
150
BWM Planning
Texas
$942K 35,119 +8,032 +30%
4 5
6
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