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Dimensional Global Real Estate ETF

262 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 22 funds opening new positions, 161 increasing their positions, 65 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

267% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 6

148% more repeat investments, than reductions

Existing positions increased: 161 | Existing positions reduced: 65

9% more capital invested

Capital invested by funds: $1.87B → $2.04B (+$170M)

5% more funds holding

Funds holding: 250262 (+12)

1.14% more ownership

Funds ownership: 79.88%81.02% (+1.1%)

6% less funds holding in top 10

Funds holding in top 10: 3432 (-2)

Holders
262
Holders Change
+12
Holders Change %
+4.8%
% of All Funds
3.45%
Holding in Top 10
32
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-5.88%
% of All Funds
0.42%
New
22
Increased
161
Reduced
65
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PAG
126
Poinciana Advisors Group
Florida
$1.62M +$139K +5,285 +10%
SMWM
127
Silvia McColl Wealth Management
California
$1.61M -$78.9K -3,007 -5%
SF
128
SageOak Financial
Oklahoma
$1.57M +$112K +4,282 +8%
PWS
129
Physician Wealth Solutions
Nevada
$1.55M +$284K +10,823 +23%
KAM
130
KEB Asset Management
Illinois
$1.52M +$300K +11,438 +25%
TFO
131
Timonier Family Office
North Carolina
$1.51M -$56.8K -2,163 -4%
MFC
132
Morris Financial Concepts
South Carolina
$1.5M +$157K +5,973 +12%
Creative Planning
133
Creative Planning
Kansas
$1.43M +$36.8K +1,402 +3%
MSWMA
134
Market Street Wealth Management Advisors
Indiana
$1.33M -$17.8K -678 -1%
WHCI
135
W.H. Cornerstone Investments
Massachusetts
$1.31M +$70.3K +2,676 +6%
MFS
136
McNamara Financial Services
Massachusetts
$1.31M -$64.4K -2,455 -5%
KWM
137
KFG Wealth Management
Indiana
$1.3M +$36.7K +1,397 +3%
RW
138
Ridgeline Wealth
Arizona
$1.21M -$7.51K -286 -0.6%
AHL
139
Abel Hall LLC
Louisiana
$1.21M -$34.6K -1,319 -3%
OFI
140
Outbound Financial Inc
Colorado
$1.2M +$1.17M +44,653 New
GWM
141
Geneos Wealth Management
Colorado
$1.2M -$1.07M -40,796 -48%
SAI
142
Savvy Advisors Inc
New York
$1.14M +$761K +28,980 +215%
Stifel Financial
143
Stifel Financial
Missouri
$1.14M +$58.5K +2,229 +6%
HIG
144
Heritage Investment Group
Florida
$1.07M +$210K +7,989 +25%
KCM
145
KM Capital Management
Texas
$1.06M +$261K +9,961 +34%
VPF
146
Vantage Point Financial
Illinois
$1.06M +$57.3K +2,182 +6%
VH
147
Visionary Horizons
Tennessee
$1.06M +$66.8K +2,546 +7%
BPA
148
Beacon Pointe Advisors
California
$1.05M -$459K -17,475 -31%
BTI
149
Blue Trust Inc
Georgia
$993K +$48.1K +1,831 +5%
QHA
150
Quarry Hill Advisors
Minnesota
$992K +$63.7K +2,425 +7%

DFGR Hedge Fund Activity: Q2 2025 in Review

262 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Dimensional Global Real Estate ETF (DFGR) for Q2 2025, worth a combined $2.04B — up 9.1% from $1.87B a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new DFGR positions and 6 closed out — a net gain of 16 holders — while 161 added to existing stakes and 65 trimmed.

The largest buyer was Savant Capital, adding an estimated $32.3M. The largest seller was Corient Private Wealth, cutting an estimated $8.47M.

  • 262 institutional investors held Dimensional Global Real Estate ETF (DFGR) as of Q2 2025, up from 250 in Q1 2025.
  • Funds reported $2.04B of Dimensional Global Real Estate ETF stock for Q2 2025, up 9.1% quarter-over-quarter.
  • 22 funds opened new Dimensional Global Real Estate ETF positions in Q2 2025 and 6 closed out, a net change of +16 holders.
  • The largest Dimensional Global Real Estate ETF buyer in Q2 2025 was Savant Capital, an estimated $32.3M added.
  • The largest Dimensional Global Real Estate ETF seller in Q2 2025 was Corient Private Wealth, an estimated $8.47M sold.

Based on aggregated 13F filings for Q2 2025.