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Dimensional Global Real Estate ETF

194 hedge funds and large institutions have $1.63B invested in Dimensional Global Real Estate ETF in 2024 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 109 increasing their positions, 51 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

145% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 11

114% more repeat investments, than reductions

Existing positions increased: 109 | Existing positions reduced: 51

23% more capital invested

Capital invested by funds: $1.33B → $1.63B (+$300M)

9% more funds holding in top 10

Funds holding in top 10: 2224 (+2)

7% more funds holding

Funds holding: 181194 (+13)

0.07% more ownership

Funds ownership: 75.93%76% (+0.07%)

Holders
194
Holders Change
+13
Holders Change %
+7.18%
% of All Funds
2.79%
Holding in Top 10
24
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+9.09%
% of All Funds
0.34%
New
27
Increased
109
Reduced
51
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SWM
126
Seaside Wealth Management
California
$601K +$681 +25 +0.1%
WA
127
Wealthstream Advisors
New York
$599K +$153K +5,613 +37%
IWC
128
Integrated Wealth Concepts
Massachusetts
$597K +$15.3K +561 +3%
FWP
129
Firethorn Wealth Partners
Georgia
$561K +$92.2K +3,386 +21%
EWA
130
EverSource Wealth Advisors
Alabama
$561K +$13.9K +510 +3%
KAS
131
Kestra Advisory Services
Texas
$560K +$79.8K +2,928 +18%
AssetMark Inc
132
AssetMark Inc
California
$548K -$1.49M -54,714 -74%
BCI
133
Brinker Capital Investments
Pennsylvania
$533K -$105K -3,865 -17%
OPS
134
Orion Portfolio Solutions
Nebraska
$533K -$105K -3,865 -17%
JTWM
135
Jackson Thornton Wealth Management
Alabama
$511K +$25.9K +952 +6%
CFO
136
Collective Family Office
Pennsylvania
$498K +$15.6K +571 +3%
GHA
137
Granite Harbor Advisors
Texas
$437K -$4.63K -170 -1%
BTI
138
Blue Trust Inc
Georgia
$433K +$42.7K +1,566 +10%
CWP
139
Cyndeo Wealth Partners
Florida
$420K +$397K +14,562 New
AF
140
Allworth Financial
California
$416K -$2.26K -83 -0.6%
PWS
141
Physician Wealth Solutions
Nevada
$414K +$61.4K +2,254 +18%
LEFP
142
Leading Edge Financial Planning
Tennessee
$411K -$9.29K -341 -2%
DWA
143
Delap Wealth Advisory
Oregon
$404K -$378K -13,881 -50%
IAG
144
Investmark Advisory Group
Connecticut
$397K -$9.83K -361 -3%
SAM
145
Smartleaf Asset Management
Massachusetts
$397K +$21.5K +791 +6%
Morgan Stanley
146
Morgan Stanley
New York
$386K -$16.4K -603 -4%
WAP
147
Wealthcare Advisory Partners
Pennsylvania
$365K +$32.6K +1,198 +10%
SC
148
Shearwater Capital
Colorado
$363K +$10.6K +388 +3%
GOCP
149
Great Oak Capital Partners
Massachusetts
$361K -$674K -24,726 -66%
CWM
150
Core Wealth Management
Florida
$340K

DFGR Hedge Fund Activity: Q3 2024 in Review

194 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Dimensional Global Real Estate ETF (DFGR) for Q3 2024, worth a combined $1.63B — up 23% from $1.33B a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new DFGR positions and 11 closed out — a net gain of 16 holders — while 109 added to existing stakes and 51 trimmed.

The largest buyer was Focus Partners Wealth, opening a new position worth an estimated $71.9M. The largest seller was Simplicity Wealth, cutting an estimated $12.8M.

  • 194 institutional investors held Dimensional Global Real Estate ETF (DFGR) as of Q3 2024, up from 181 in Q2 2024.
  • Funds reported $1.63B of Dimensional Global Real Estate ETF stock for Q3 2024, up 23% quarter-over-quarter.
  • 27 funds opened new Dimensional Global Real Estate ETF positions in Q3 2024 and 11 closed out, a net change of +16 holders.
  • The largest Dimensional Global Real Estate ETF buyer in Q3 2024 was Focus Partners Wealth, an estimated $71.9M added.
  • The largest Dimensional Global Real Estate ETF seller in Q3 2024 was Simplicity Wealth, an estimated $12.8M sold.

Based on aggregated 13F filings for Q3 2024.