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Dimensional Global Real Estate ETF

181 hedge funds and large institutions have $1.33B invested in Dimensional Global Real Estate ETF in 2024 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 120 increasing their positions, 25 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

380% more repeat investments, than reductions

Existing positions increased: 120 | Existing positions reduced: 25

333% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 6

16% more funds holding in top 10

Funds holding in top 10: 1922 (+3)

12% more funds holding

Funds holding: 161181 (+20)

7% more capital invested

Capital invested by funds: $1.24B → $1.33B (+$92.3M)

1.19% less ownership

Funds ownership: 77.12%75.93% (-1.2%)

Holders
181
Holders Change
+20
Holders Change %
+12.42%
% of All Funds
2.61%
Holding in Top 10
22
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+15.79%
% of All Funds
0.32%
New
26
Increased
120
Reduced
25
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
126
Carson Wealth (CWM LLC)
Nebraska
$460K +$453K +18,390 New
BHWM
127
Bay Harbor Wealth Management
Maryland
$454K +$114K +4,636 +34%
PCA
128
Prosperity Capital Advisors
Ohio
$423K +$417K +16,944 New
JTWM
129
Jackson Thornton Wealth Management
Alabama
$419K +$81.3K +3,302 +25%
CFO
130
Collective Family Office
Pennsylvania
$417K -$1.53K -62 -0.4%
KAS
131
Kestra Advisory Services
Texas
$412K +$406K +16,479 New
BTI
132
Blue Trust Inc
Georgia
$402K
FWP
133
Firethorn Wealth Partners
Georgia
$401K +$84.3K +3,427 +27%
GHA
134
Granite Harbor Advisors
Texas
$383K
AF
135
Allworth Financial
California
$381K +$56.4K +2,292 +19%
WA
136
Wealthstream Advisors
New York
$379K +$9.97K +405 +3%
LEFP
137
Leading Edge Financial Planning
Tennessee
$364K +$153K +6,214 +74%
IAG
138
Investmark Advisory Group
Connecticut
$353K +$28.6K +1,164 +9%
GA
139
Greenspring Advisors
Maryland
$350K +$345K +14,000 New
Morgan Stanley
140
Morgan Stanley
New York
$349K +$94.8K +3,853 +38%
CWM
141
Core Wealth Management
Florida
$340K -$313K -12,725 -48%
HKIMG
142
Hutchens & Kramer Investment Management Group
Indiana
$331K +$22.1K +897 +7%
SAM
143
Smartleaf Asset Management
Massachusetts
$323K +$42.7K +1,736 +15%
PWS
144
Physician Wealth Solutions
Nevada
$314K +$109K +4,432 +55%
SC
145
Shearwater Capital
Colorado
$304K +$52.4K +2,128 +21%
PS
146
Principal Securities
Iowa
$299K +$295K +11,969 New
WAP
147
Wealthcare Advisory Partners
Pennsylvania
$286K +$281K +11,437 New
CPA
148
Capital Performance Advisors
California
$259K
FOA
149
Five Oceans Advisors
California
$256K -$4.13K -168 -2%
SPI
150
Sutton Place Investors
New York
$247K +$243K +9,882 New

DFGR Hedge Fund Activity: Q2 2024 in Review

181 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Dimensional Global Real Estate ETF (DFGR) for Q2 2024, worth a combined $1.33B — up 7.5% from $1.24B a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new DFGR positions and 6 closed out — a net gain of 20 holders — while 120 added to existing stakes and 25 trimmed.

The largest buyer was Savant Capital, adding an estimated $18.7M. The largest seller was Forum Financial Management, cutting an estimated $7.19M.

  • 181 institutional investors held Dimensional Global Real Estate ETF (DFGR) as of Q2 2024, up from 161 in Q1 2024.
  • Funds reported $1.33B of Dimensional Global Real Estate ETF stock for Q2 2024, up 7.5% quarter-over-quarter.
  • 26 funds opened new Dimensional Global Real Estate ETF positions in Q2 2024 and 6 closed out, a net change of +20 holders.
  • The largest Dimensional Global Real Estate ETF buyer in Q2 2024 was Savant Capital, an estimated $18.7M added.
  • The largest Dimensional Global Real Estate ETF seller in Q2 2024 was Forum Financial Management, an estimated $7.19M sold.

Based on aggregated 13F filings for Q2 2024.