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Dimensional Global Real Estate ETF
DFGR

Overview Fund Activity

157 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, 76 increasing their positions, 17 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
157
Holders Change
+55
Holders Change %
+53.92%
% 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
76
Reduced
17
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FFM
1
Forum Financial Management
Illinois
$362M
2
BSW
2
Buckingham Strategic Wealth
Missouri
$43.9M
3
QFA
3
Quantum Financial Advisors
California
$22.7M
4
BJL
4
Brighton Jones LLC
Washington
$32.7M
5
SC
5
Savant Capital
Illinois
$40.6M

Top Sellers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$900K
2
AFA
2
Alpha Financial Advisors
North Carolina
$0
3
RA
3
RFG Advisory
Alabama
$3.44M
4
WWP
4
Waypoint Wealth Partners
California
$2.58M
5
KF
5
Krilogy Financial
Missouri
$2.14M
Name Holding Trade Value Shares
Change 		Shares
Change %
BHWM
126
Bay Harbor Wealth Management
Maryland
$294K +$294K +11,333 New
FFA
127
Farther Finance Advisors
California
$289K +$264K +10,151 +1,054%
MFC
128
Morris Financial Concepts
South Carolina
$289K +$124K +4,792 +76%
JTWM
129
Jackson Thornton Wealth Management
Alabama
$286K +$286K +10,998 New
HKIMG
130
Hutchens & Kramer Investment Management Group
Indiana
$272K +$272K +10,486 New
CPA
131
Capital Performance Advisors
California
$270K +$270K +10,380 New
FOA
132
Five Oceans Advisors
California
$257K +$257K +9,892 New
WA
133
Wealthstream Advisors
New York
$254K +$254K +9,761 New
SAM
134
Smartleaf Asset Management
Massachusetts
$253K +$253K +9,651 New
TI
135
Trexquant Investment
Connecticut
$251K +$251K +9,671 New
LFG
136
Larson Financial Group
Missouri
$248K +$5.95K +229 +2%
SC
137
Shearwater Capital
Colorado
$232K +$232K +8,926 New
LEFP
138
Leading Edge Financial Planning
Tennessee
$217K +$217K +8,364 New
CC
139
Copperleaf Capital
North Carolina
$215K +$215K +8,288 New
WIM
140
Warwick Investment Management
Texas
$210K +$210K +8,097 New
PWS
141
Physician Wealth Solutions
Nevada
$206K +$206K +7,924 New
AF
142
Allworth Financial
California
$180K +$180K +6,925 New
BTI
143
Blue Trust Inc
Georgia
$162K +$65.6K +2,926 +68%
GJIA
144
Glass Jacobson Investment Advisors
Maryland
$161K +$3.77K +145 +2%
FPF
145
First Pacific Financial
Washington
$81.3K +$81.3K +3,131 New
RLIM
146
Red Lighthouse Investment Management
New York
$61.7K +$10.5K +406 +21%
Royal Bank of Canada
147
Royal Bank of Canada
Ontario, Canada
$54K +$46.7K +1,798 +638%
Northwestern Mutual Wealth Management
148
Northwestern Mutual Wealth Management
Wisconsin
$40.7K +$40.7K +1,565 New
AWM
149
Aspire Wealth Management
Massachusetts
$30K – – –
CT
150
Colonial Trust
South Carolina
$28.9K +$2.16K +83 +8%
3 4 5
6
7