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Dimensional Global Real Estate ETF
DFGR

Overview Fund Activity

256 hedge funds and large institutions have $2.02B invested in Dimensional Global Real Estate ETF in 2025 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 159 increasing their positions, 64 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
256
Holders Change
+7
Holders Change %
+2.81%
% of All Funds
3.43%
Holding in Top 10
31
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-8.82%
% of All Funds
0.42%
New
20
Increased
159
Reduced
64
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SC
Savant Capital
Illinois
+$32.8M
2
RWM
Rockwood Wealth Management
Pennsylvania
+$9.38M
3
TWA
TCI Wealth Advisors
Arizona
+$8.44M
4
FFM
Forum Financial Management
Illinois
+$7.74M
5
VAS
Vestmark Advisory Solutions
Massachusetts
+$7.49M

Top Sellers

1
Corient Private Wealth
Corient Private Wealth
Florida
-$8.66M
2
VF
Vawter Financial
Ohio
-$4.07M
3
Mercer Global Advisors
Mercer Global Advisors
Colorado
-$3.07M
4
PCA
Prosperity Capital Advisors
Ohio
-$2.91M
5
Jane Street
Jane Street
New York
-$2.87M
Name Holding Trade Value Shares
Change 		Shares
Change %
PWS
126
Physician Wealth Solutions
Nevada
$1.55M +$290K +10,823 +23%
KAM
127
KEB Asset Management
Illinois
$1.52M +$307K +11,438 +25%
TFO
128
Timonier Family Office
North Carolina
$1.51M -$58K -2,163 -4%
MFC
129
Morris Financial Concepts
South Carolina
$1.5M +$160K +5,973 +12%
Creative Planning
130
Creative Planning
Kansas
$1.43M +$37.6K +1,402 +3%
MSWMA
131
Market Street Wealth Management Advisors
Indiana
$1.33M -$18.2K -678 -1%
WHCI
132
W.H. Cornerstone Investments
Massachusetts
$1.31M +$71.8K +2,676 +6%
MFS
133
McNamara Financial Services
Massachusetts
$1.31M -$65.9K -2,455 -5%
KWM
134
KFG Wealth Management
Indiana
$1.3M +$37.5K +1,397 +3%
RW
135
Ridgeline Wealth
Arizona
$1.21M -$7.67K -286 -0.6%
AHL
136
Abel Hall LLC
Louisiana
$1.21M -$35.4K -1,319 -3%
GWM
137
Geneos Wealth Management
Colorado
$1.2M -$1.09M -40,796 -48%
SAI
138
Savvy Advisors Inc
New York
$1.14M +$778K +28,980 +215%
Stifel Financial
139
Stifel Financial
Missouri
$1.14M +$59.8K +2,229 +6%
HIG
140
Heritage Investment Group
Florida
$1.07M +$214K +7,989 +25%
KCM
141
KM Capital Management
Texas
$1.06M +$267K +9,961 +34%
VPF
142
Vantage Point Financial
Illinois
$1.06M +$58.5K +2,182 +6%
VH
143
Visionary Horizons
Tennessee
$1.06M +$68.3K +2,546 +7%
BPA
144
Beacon Pointe Advisors
California
$1.05M -$469K -17,475 -31%
BTI
145
Blue Trust Inc
Georgia
$993K +$49.1K +1,831 +5%
QHA
146
Quarry Hill Advisors
Minnesota
$992K +$65.1K +2,425 +7%
MWM
147
Modera Wealth Management
New Jersey
$991K +$2.23K +83 +0.2%
IWC
148
Integrated Wealth Concepts
Massachusetts
$962K +$87.1K +3,245 +10%
SIM
149
Stratos Investment Management
Ohio
$957K +$957K +35,681 New
KW
150
Keyvantage Wealth
Pennsylvania
$949K +$18.9K +706 +2%
4 5
6
7 8