DFGR icon

Dimensional Global Real Estate ETF

273 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, 180 increasing their positions, 45 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
273
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
29
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
126
Creative Planning
Kansas
$1.7M
SF
127
SageOak Financial
Oklahoma
$1.68M
MFC
128
Morris Financial Concepts
South Carolina
$1.65M
PAG
129
Poinciana Advisors Group
Florida
$1.65M
SWA
130
Sterling Wealth Advisors
Florida
$1.62M
SMWM
131
Silvia McColl Wealth Management
California
$1.61M
KCM
132
KM Capital Management
Texas
$1.59M
PWP
133
Parkwoods Wealth Partners
New York
$1.56M
TFO
134
Timonier Family Office
North Carolina
$1.54M
Citadel Advisors
135
Citadel Advisors
Florida
$1.54M
CAPTRUST Financial Advisors
136
CAPTRUST Financial Advisors
North Carolina
$1.52M
MSWMA
137
Market Street Wealth Management Advisors
Indiana
$1.41M
KWM
138
KFG Wealth Management
Indiana
$1.4M
WHCI
139
W.H. Cornerstone Investments
Massachusetts
$1.39M
MFS
140
McNamara Financial Services
Massachusetts
$1.37M
BP
141
BWM Planning
Texas
$1.36M
AHL
142
Abel Hall LLC
Louisiana
$1.35M
RW
143
Ridgeline Wealth
Arizona
$1.28M
GWM
144
Geneos Wealth Management
Colorado
$1.27M
VPF
145
Vantage Point Financial
Illinois
$1.22M
SAI
146
Savvy Advisors Inc
New York
$1.18M
Stifel Financial
147
Stifel Financial
Missouri
$1.15M
VH
148
Visionary Horizons
Tennessee
$1.1M
HIG
149
Heritage Investment Group
Florida
$1.09M
KAS
150
Kestra Advisory Services
Texas
$1.07M