DFGR icon

Dimensional Global Real Estate ETF

260 hedge funds and large institutions have $2.04B invested in Dimensional Global Real Estate ETF in 2025 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 161 increasing their positions, 64 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
260
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
32
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SMWM
126
Silvia McColl Wealth Management
California
$1.61M
SF
127
SageOak Financial
Oklahoma
$1.57M
PWS
128
Physician Wealth Solutions
Nevada
$1.55M
KAM
129
KEB Asset Management
Illinois
$1.52M
TFO
130
Timonier Family Office
North Carolina
$1.51M
MFC
131
Morris Financial Concepts
South Carolina
$1.5M
Creative Planning
132
Creative Planning
Kansas
$1.43M
MSWMA
133
Market Street Wealth Management Advisors
Indiana
$1.33M
WHCI
134
W.H. Cornerstone Investments
Massachusetts
$1.31M
MFS
135
McNamara Financial Services
Massachusetts
$1.31M
KWM
136
KFG Wealth Management
Indiana
$1.3M
RW
137
Ridgeline Wealth
Arizona
$1.21M
AHL
138
Abel Hall LLC
Louisiana
$1.21M
GWM
139
Geneos Wealth Management
Colorado
$1.2M
SAI
140
Savvy Advisors Inc
New York
$1.14M
Stifel Financial
141
Stifel Financial
Missouri
$1.14M
HIG
142
Heritage Investment Group
Florida
$1.07M
KCM
143
KM Capital Management
Texas
$1.06M
VPF
144
Vantage Point Financial
Illinois
$1.06M
VH
145
Visionary Horizons
Tennessee
$1.06M
BPA
146
Beacon Pointe Advisors
California
$1.05M
BTI
147
Blue Trust Inc
Georgia
$993K
QHA
148
Quarry Hill Advisors
Minnesota
$992K
MWM
149
Modera Wealth Management
New Jersey
$991K
IWC
150
Integrated Wealth Concepts
Massachusetts
$962K