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Dimensional Global Real Estate ETF

161 hedge funds and large institutions have $1.24B invested in Dimensional Global Real Estate ETF in 2024 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 114 increasing their positions, 23 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

396% more repeat investments, than reductions

Existing positions increased: 114 | Existing positions reduced: 23

50% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 10

7% more capital invested

Capital invested by funds: $1.16B → $1.24B (+$78.2M)

2% more funds holding

Funds holding: 158161 (+3)

4.4% less ownership

Funds ownership: 81.52%77.12% (-4.4%)

10% less funds holding in top 10

Funds holding in top 10: 2119 (-2)

Holders
161
Holders Change
+3
Holders Change %
+1.9%
% of All Funds
2.32%
Holding in Top 10
19
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-9.52%
% of All Funds
0.27%
New
15
Increased
114
Reduced
23
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SWM
126
Seaside Wealth Management
California
$357K +$853 +34 +0.2%
DWA
127
Delap Wealth Advisory
Oregon
$354K +$11.4K +456 +3%
BHWM
128
Bay Harbor Wealth Management
Maryland
$345K +$54.6K +2,179 +19%
JTWM
129
Jackson Thornton Wealth Management
Alabama
$343K +$61.4K +2,450 +22%
IAG
130
Investmark Advisory Group
Connecticut
$331K +$22.8K +911 +8%
FWP
131
Firethorn Wealth Partners
Georgia
$323K +$317K +12,639 New
HKIMG
132
Hutchens & Kramer Investment Management Group
Indiana
$314K +$49.6K +1,977 +19%
RWM
133
Rockwood Wealth Management
Pennsylvania
$314K +$308K +12,283 New
AF
134
Allworth Financial
California
$311K +$132K +5,266 +76%
SAM
135
Smartleaf Asset Management
Massachusetts
$287K +$41.3K +1,646 +17%
FFA
136
Farther Finance Advisors
California
$273K -$6.42K -256 -2%
FOA
137
Five Oceans Advisors
California
$266K +$13K +520 +5%
CPA
138
Capital Performance Advisors
California
$265K
Morgan Stanley
139
Morgan Stanley
New York
$258K -$194K -7,746 -43%
SC
140
Shearwater Capital
Colorado
$256K +$28.1K +1,119 +13%
NL
141
NWAM LLC
Washington
$245K -$72.1K -2,876 -22%
RCAG
142
Rehmann Capital Advisory Group
Michigan
$238K +$234K +9,315 New
IWC
143
Integrated Wealth Concepts
Massachusetts
$229K +$225K +8,955 New
CC
144
Copperleaf Capital
North Carolina
$217K +$5.32K +212 +3%
LEFP
145
Leading Edge Financial Planning
Tennessee
$214K
PWS
146
Physician Wealth Solutions
Nevada
$207K +$5.07K +202 +3%
WIM
147
Warwick Investment Management
Texas
$207K
Qube Research & Technologies (QRT)
148
Qube Research & Technologies (QRT)
United Kingdom
$205K +$201K +8,034 New
GJIA
149
Glass Jacobson Investment Advisors
Maryland
$159K +$527 +21 +0.3%
LFG
150
Larson Financial Group
Missouri
$141K -$101K -4,015 -42%

DFGR Hedge Fund Activity: Q1 2024 in Review

161 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Dimensional Global Real Estate ETF (DFGR) for Q1 2024, worth a combined $1.24B — up 6.8% from $1.16B a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new DFGR positions and 10 closed out — a net gain of 5 holders — while 114 added to existing stakes and 23 trimmed.

The largest buyer was Financial Engines Advisors, opening a new position worth an estimated $12.5M. The largest seller was Jane Street, cutting an estimated $11.4M.

  • 161 institutional investors held Dimensional Global Real Estate ETF (DFGR) as of Q1 2024, up from 158 in Q4 2023.
  • Funds reported $1.24B of Dimensional Global Real Estate ETF stock for Q1 2024, up 6.8% quarter-over-quarter.
  • 15 funds opened new Dimensional Global Real Estate ETF positions in Q1 2024 and 10 closed out, a net change of +5 holders.
  • The largest Dimensional Global Real Estate ETF buyer in Q1 2024 was Financial Engines Advisors, an estimated $12.5M added.
  • The largest Dimensional Global Real Estate ETF seller in Q1 2024 was Jane Street, an estimated $11.4M sold.

Based on aggregated 13F filings for Q1 2024.