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Dimensional Global Real Estate ETF

250 hedge funds and large institutions have $1.87B invested in Dimensional Global Real Estate ETF in 2025 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 151 increasing their positions, 60 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

152% more repeat investments, than reductions

Existing positions increased: 151 | Existing positions reduced: 60

71% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 14

26% more funds holding in top 10

Funds holding in top 10: 2734 (+7)

12% more capital invested

Capital invested by funds: $1.68B → $1.87B (+$195M)

3% more funds holding

Funds holding: 243250 (+7)

0.8% less ownership

Funds ownership: 80.67%79.88% (-0.8%)

Holders
250
Holders Change
+7
Holders Change %
+2.88%
% of All Funds
3.35%
Holding in Top 10
34
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+25.93%
% of All Funds
0.46%
New
24
Increased
151
Reduced
60
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
126
Creative Planning
Kansas
$1.36M +$75.2K +2,885 +6%
MFS
127
McNamara Financial Services
Massachusetts
$1.34M +$219K +8,388 +20%
MSWMA
128
Market Street Wealth Management Advisors
Indiana
$1.32M +$20.7K +793 +2%
MFC
129
Morris Financial Concepts
South Carolina
$1.31M +$46.1K +1,769 +4%
WAN
130
Wealth Advisors Northwest
Oregon
$1.29M +$869K +33,351 +214%
KWM
131
KFG Wealth Management
Indiana
$1.24M +$52.4K +2,009 +4%
PWS
132
Physician Wealth Solutions
Nevada
$1.23M +$597K +22,916 +96%
WHCI
133
W.H. Cornerstone Investments
Massachusetts
$1.22M +$40.8K +1,566 +4%
AHL
134
Abel Hall LLC
Louisiana
$1.21M +$118K +4,546 +11%
RW
135
Ridgeline Wealth
Arizona
$1.19M +$77.9K +2,989 +7%
KAM
136
KEB Asset Management
Illinois
$1.19M +$423K +16,220 +56%
MWM
137
Mattern Wealth Management
Kansas
$1.09M +$142K +5,456 +15%
Stifel Financial
138
Stifel Financial
Missouri
$1.06M +$47K +1,805 +5%
VPF
139
Vantage Point Financial
Illinois
$981K +$107K +4,112 +12%
Raymond James Financial
140
Raymond James Financial
Florida
$970K +$963K +36,943 New
MWM
141
Modera Wealth Management
New Jersey
$968K +$11.8K +454 +1%
VH
142
Visionary Horizons
Tennessee
$968K +$26.1K +1,000 +3%
FWMP
143
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$967K -$160K -6,159 -14%
BTI
144
Blue Trust Inc
Georgia
$924K +$66.6K +2,555 +8%
KW
145
Keyvantage Wealth
Pennsylvania
$910K +$903K +34,671 New
QHA
146
Quarry Hill Advisors
Minnesota
$907K -$7.97K -306 -0.9%
TC
147
TownSquare Capital
Utah
$877K -$7.48K -287 -0.9%
C1AG
148
Client 1st Advisory Group
Florida
$870K -$213K -8,186 -20%
IWC
149
Integrated Wealth Concepts
Massachusetts
$856K +$59.2K +2,273 +7%
HIG
150
Heritage Investment Group
Florida
$837K +$4.12K +158 +0.5%

DFGR Hedge Fund Activity: Q1 2025 in Review

250 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in Dimensional Global Real Estate ETF (DFGR) for Q1 2025, worth a combined $1.87B — up 12% from $1.68B a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new DFGR positions and 14 closed out — a net gain of 10 holders — while 151 added to existing stakes and 60 trimmed.

The largest buyer was LifeGuide Financial Advisors, opening a new position worth an estimated $54.6M. The largest seller was Jane Street, cutting an estimated $16.4M.

  • 250 institutional investors held Dimensional Global Real Estate ETF (DFGR) as of Q1 2025, up from 243 in Q4 2024.
  • Funds reported $1.87B of Dimensional Global Real Estate ETF stock for Q1 2025, up 12% quarter-over-quarter.
  • 24 funds opened new Dimensional Global Real Estate ETF positions in Q1 2025 and 14 closed out, a net change of +10 holders.
  • The largest Dimensional Global Real Estate ETF buyer in Q1 2025 was LifeGuide Financial Advisors, an estimated $54.6M added.
  • The largest Dimensional Global Real Estate ETF seller in Q1 2025 was Jane Street, an estimated $16.4M sold.

Based on aggregated 13F filings for Q1 2025.