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Dimensional Global Real Estate ETF
DFGR

158 hedge funds and large institutions have $1.16B invested in Dimensional Global Real Estate ETF in 2023 Q4 according to their latest regulatory filings, with 62 funds opening new positions, 77 increasing their positions, 17 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,450% more first-time investments, than exits

New positions opened: 62 | Existing positions closed: 4

353% more repeat investments, than reductions

Existing positions increased: 77 | Existing positions reduced: 17

91% more funds holding in top 10

Funds holding in top 10: 11 → 21 (+10)

75% more capital invested

Capital invested by funds: $661M → $1.16B (+$497M)

53% more funds holding

Funds holding: 103 → 158 (+55)

2.57% more ownership

Funds ownership: 78.96% → 81.52% (+2.6%)

Holders
158
Holders Change
+55
Holders Change %
+53.4%
% of All Funds
2.3%
Holding in Top 10
21
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+90.91%
% of All Funds
0.31%
New
62
Increased
77
Reduced
17
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
FFM
Forum Financial Management
Illinois
+$36.1M
2
BSW
Buckingham Strategic Wealth
Missouri
+$29.7M
3
QFA
Quantum Financial Advisors
California
+$20M
4
BJL
Brighton Jones LLC
Washington
+$16.6M
5
SC
Savant Capital
Illinois
+$16.4M

Top Sellers

Rank Fund Capital Flow
1
Osaic Holdings
Osaic Holdings
Arizona
-$2.97M
2
AFA
Alpha Financial Advisors
North Carolina
-$2.68M
3
RA
RFG Advisory
Alabama
-$1.7M
4
WWP
Waypoint Wealth Partners
California
-$1.57M
5
KF
Krilogy Financial
Missouri
-$1.17M
Name Holding Trade Value Shares
Change 		Change in
Stake
RWM
126
Ruedi Wealth Management
Illinois
$306K +$75.1K +3,202 +37%
BHWM
127
Bay Harbor Wealth Management
Maryland
$294K +$266K +11,333 New
FFA
128
Farther Finance Advisors
California
$289K +$238K +10,151 +1,054%
MFC
129
Morris Financial Concepts
South Carolina
$289K +$112K +4,792 +76%
JTWM
130
Jackson Thornton Wealth Management
Alabama
$286K +$258K +10,998 New
HKIMG
131
Hutchens & Kramer Investment Management Group
Indiana
$272K +$246K +10,486 New
CPA
132
Capital Performance Advisors
California
$270K +$243K +10,380 New
FOA
133
Five Oceans Advisors
California
$257K +$232K +9,892 New
WA
134
Wealthstream Advisors
New York
$254K +$229K +9,761 New
SAM
135
Smartleaf Asset Management
Massachusetts
$253K +$226K +9,651 New
TI
136
Trexquant Investment
Connecticut
$251K +$227K +9,671 New
LFG
137
Larson Financial Group
Missouri
$248K +$5.37K +229 +2%
SC
138
Shearwater Capital
Colorado
$232K +$209K +8,926 New
LEFP
139
Leading Edge Financial Planning
Tennessee
$217K +$196K +8,364 New
CC
140
Copperleaf Capital
North Carolina
$215K +$194K +8,288 New
WIM
141
Warwick Investment Management
Texas
$210K +$190K +8,097 New
PWS
142
Physician Wealth Solutions
Nevada
$206K +$186K +7,924 New
AF
143
Allworth Financial
California
$180K +$162K +6,925 New
BTI
144
Blue Trust Inc
Georgia
$162K +$68.6K +2,926 +68%
GJIA
145
Glass Jacobson Investment Advisors
Maryland
$161K +$3.4K +145 +2%
FPF
146
First Pacific Financial
Washington
$81.3K +$73.4K +3,131 New
RLIM
147
Red Lighthouse Investment Management
New York
$61.7K +$9.52K +406 +21%
Royal Bank of Canada
148
Royal Bank of Canada
Ontario, Canada
$54K +$42.2K +1,798 +638%
Northwestern Mutual Wealth Management
149
Northwestern Mutual Wealth Management
Wisconsin
$40.7K +$36.7K +1,565 New
AWM
150
Aspire Wealth Management
Massachusetts
$30K – – –
3 4 5
6
7

DFGR Hedge Fund Activity: Q4 2023 in Review

158 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Dimensional Global Real Estate ETF (DFGR) for Q4 2023, worth a combined $1.16B — up 75% from $661M a quarter earlier.

Buyers outnumbered sellers: 62 funds opened new DFGR positions and 4 closed out — a net gain of 58 holders — while 77 added to existing stakes and 17 trimmed.

The largest buyer was Forum Financial Management, adding an estimated $36.1M. The largest seller was Osaic Holdings, cutting an estimated $2.97M.

  • 158 institutional investors held Dimensional Global Real Estate ETF (DFGR) as of Q4 2023, up from 103 in Q3 2023.
  • Funds reported $1.16B of Dimensional Global Real Estate ETF stock for Q4 2023, up 75% quarter-over-quarter.
  • 62 funds opened new Dimensional Global Real Estate ETF positions in Q4 2023 and 4 closed out, a net change of +58 holders.
  • The largest Dimensional Global Real Estate ETF buyer in Q4 2023 was Forum Financial Management, an estimated $36.1M added.
  • The largest Dimensional Global Real Estate ETF seller in Q4 2023 was Osaic Holdings, an estimated $2.97M sold.

Based on aggregated 13F filings for Q4 2023.