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Dimensional Global Real Estate ETF
DFGR

Overview Fund Activity

180 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, 119 increasing their positions, 25 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
180
Holders Change
+20
Holders Change %
+12.5%
% of All Funds
2.62%
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
119
Reduced
25
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SC
Savant Capital
Illinois
$68M
2
JFG
JMG Financial Group
Illinois
$77.8M
3
SW
Simplicity Wealth
New Jersey
$12.6M
4
BSW
Buckingham Strategic Wealth
Missouri
$60.3M
5
BJL
Brighton Jones LLC
Washington
$41.2M

Top Sellers

1
FFM
Forum Financial Management
Illinois
$345M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$3.07M
3
Corient Private Wealth
Corient Private Wealth
Florida
$52.2M
4
GOCP
Great Oak Capital Partners
Massachusetts
$1.01M
5
OMC
Old Mission Capital
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
BHWM
126
Bay Harbor Wealth Management
Maryland
$454K +$116K +4,636 +34%
PCA
127
Prosperity Capital Advisors
Ohio
$423K +$423K +16,944 New
JTWM
128
Jackson Thornton Wealth Management
Alabama
$419K +$82.5K +3,302 +25%
CFO
129
Collective Family Office
Pennsylvania
$417K -$1.55K -62 -0.4%
KAS
130
Kestra Advisory Services
Texas
$412K +$412K +16,479 New
BTI
131
Blue Trust Inc
Georgia
$402K – – –
FWP
132
Firethorn Wealth Partners
Georgia
$401K +$85.6K +3,427 +27%
GHA
133
Granite Harbor Advisors
Texas
$383K – – –
AF
134
Allworth Financial
California
$381K +$60.3K +2,292 +19%
WA
135
Wealthstream Advisors
New York
$379K +$10.1K +405 +3%
LEFP
136
Leading Edge Financial Planning
Tennessee
$364K +$155K +6,214 +74%
IAG
137
Investmark Advisory Group
Connecticut
$353K +$29.1K +1,164 +9%
GA
138
Greenspring Advisors
Maryland
$350K +$350K +14,000 New
Morgan Stanley
139
Morgan Stanley
New York
$349K +$96.3K +3,853 +38%
CWM
140
Core Wealth Management
Florida
$340K -$318K -12,725 -48%
HKIMG
141
Hutchens & Kramer Investment Management Group
Indiana
$331K +$22.3K +897 +7%
SAM
142
Smartleaf Asset Management
Massachusetts
$323K +$43.1K +1,736 +15%
PWS
143
Physician Wealth Solutions
Nevada
$314K +$111K +4,432 +55%
SC
144
Shearwater Capital
Colorado
$304K +$53.2K +2,128 +21%
PS
145
Principal Securities
Iowa
$299K +$299K +11,969 New
WAP
146
Wealthcare Advisory Partners
Pennsylvania
$286K +$286K +11,437 New
CPA
147
Capital Performance Advisors
California
$259K – – –
FOA
148
Five Oceans Advisors
California
$256K -$4.2K -168 -2%
SPI
149
Sutton Place Investors
New York
$247K +$247K +9,882 New
USCWA
150
U.S. Capital Wealth Advisors
Texas
$239K -$592K -23,690 -71%
4 5
6
7 8