We are live on ! Find out more
DFGR icon

Dimensional Global Real Estate ETF
DFGR

243 hedge funds and large institutions have $1.68B invested in Dimensional Global Real Estate ETF in 2024 Q4 according to their latest regulatory filings, with 60 funds opening new positions, 148 increasing their positions, 31 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

650% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 8

377% more repeat investments, than reductions

Existing positions increased: 148 | Existing positions reduced: 31

25% more funds holding

Funds holding: 194 → 243 (+49)

13% more funds holding in top 10

Funds holding in top 10: 24 → 27 (+3)

4.67% more ownership

Funds ownership: 76% → 80.67% (+4.7%)

3% more capital invested

Capital invested by funds: $1.63B → $1.68B (+$49.6M)

Holders
243
Holders Change
+49
Holders Change %
+25.26%
% of All Funds
3.2%
Holding in Top 10
27
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+12.5%
% of All Funds
0.36%
New
60
Increased
148
Reduced
31
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SC
Savant Capital
Illinois
+$23M
2
Jane Street
Jane Street
New York
+$16.3M
3
JFG
JMG Financial Group
Illinois
+$14.4M
4
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$11.8M
5
EFP
Elser Financial Planning
Indiana
+$11.6M

Top Sellers

1
Corient Private Wealth
Corient Private Wealth
Florida
-$7.16M
2
FIS
Fischer Investment Strategies
California
-$3.96M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$3.24M
4
FFM
Forum Financial Management
Illinois
-$1.43M
5
SW
Simplicity Wealth
New Jersey
-$967K
Name Holding Trade Value Shares
Change 		Change in
Stake
VPWA
126
Vestia Personal Wealth Advisors
Indiana
$1.14M +$237K +8,618 +24%
FWMP
127
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$1.1M +$1.18M +42,981 New
CA
128
Claris Advisors
Missouri
$1.09M +$318K +11,597 +37%
MFS
129
McNamara Financial Services
Massachusetts
$1.09M -$141K -5,148 -11%
RW
130
Ridgeline Wealth
Arizona
$1.08M +$1.16M +42,369 New
AHL
131
Abel Hall LLC
Louisiana
$1.07M +$162K +5,915 +17%
C1AG
132
Client 1st Advisory Group
Florida
$1.06M -$329K -11,986 -22%
GWM
133
Geneos Wealth Management
Colorado
$1.04M +$1.12M +40,796 New
SF
134
SageOak Financial
Oklahoma
$1.02M +$1.1M +39,958 New
Stifel Financial
135
Stifel Financial
Missouri
$981K -$32.5K -1,184 -3%
AWP
136
Abacus Wealth Partners
California
$931K +$80.3K +2,926 +9%
MWM
137
Modera Wealth Management
New Jersey
$930K +$289K +10,525 +41%
MWM
138
Mattern Wealth Management
Kansas
$917K +$8.67K +316 +0.9%
VH
139
Visionary Horizons
Tennessee
$915K +$122K +4,435 +14%
TNA
140
True North Advisors
Texas
$912K +$980K +35,696 New
QHA
141
Quarry Hill Advisors
Minnesota
$890K +$14.4K +524 +2%
TC
142
TownSquare Capital
Utah
$860K +$924K +33,671 New
VPF
143
Vantage Point Financial
Illinois
$849K +$913K +33,254 New
BTI
144
Blue Trust Inc
Georgia
$833K +$420K +15,309 +88%
BP
145
BWM Planning
Texas
$824K -$458K -16,687 -34%
HIG
146
Heritage Investment Group
Florida
$810K +$871K +31,718 New
IWC
147
Integrated Wealth Concepts
Massachusetts
$775K +$265K +9,657 +47%
GA
148
Greenspring Advisors
Maryland
$764K +$15.7K +573 +2%
SCM
149
SOL Capital Management
Maryland
$759K -$65.9K -2,400 -7%
MA
150
McGrath & Associates
North Carolina
$748K +$804K +29,277 New
4 5
6
7 8

DFGR Hedge Fund Activity: Q4 2024 in Review

243 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Dimensional Global Real Estate ETF (DFGR) for Q4 2024, worth a combined $1.68B — up 3% from $1.63B a quarter earlier.

Buyers outnumbered sellers: 60 funds opened new DFGR positions and 8 closed out — a net gain of 52 holders — while 148 added to existing stakes and 31 trimmed.

The largest buyer was Savant Capital, adding an estimated $23M. The largest seller was Corient Private Wealth, cutting an estimated $7.16M.

  • 243 institutional investors held Dimensional Global Real Estate ETF (DFGR) as of Q4 2024, up from 194 in Q3 2024.
  • Funds reported $1.68B of Dimensional Global Real Estate ETF stock for Q4 2024, up 3% quarter-over-quarter.
  • 60 funds opened new Dimensional Global Real Estate ETF positions in Q4 2024 and 8 closed out, a net change of +52 holders.
  • The largest Dimensional Global Real Estate ETF buyer in Q4 2024 was Savant Capital, an estimated $23M added.
  • The largest Dimensional Global Real Estate ETF seller in Q4 2024 was Corient Private Wealth, an estimated $7.16M sold.

Based on aggregated 13F filings for Q4 2024.