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Dimensional Global Real Estate ETF
DFGR

279 hedge funds and large institutions have $2.2B invested in Dimensional Global Real Estate ETF in 2025 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 184 increasing their positions, 47 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

291% more repeat investments, than reductions

Existing positions increased: 184 | Existing positions reduced: 47

162% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 13

8% more capital invested

Capital invested by funds: $2.04B → $2.2B (+$153M)

6% more funds holding

Funds holding: 262 → 279 (+17)

1.11% less ownership

Funds ownership: 81.02% → 79.91% (-1.1%)

6% less funds holding in top 10

Funds holding in top 10: 32 → 30 (-2)

Holders
279
Holders Change
+17
Holders Change %
+6.49%
% of All Funds
3.66%
Holding in Top 10
30
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-6.25%
% of All Funds
0.39%
New
34
Increased
184
Reduced
47
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SC
Savant Capital
Illinois
+$27.6M
2
FFM
Forum Financial Management
Illinois
+$25.3M
3
BPA
Beacon Pointe Advisors
California
+$17.2M
4
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$9.96M
5
JFG
JMG Financial Group
Illinois
+$9.71M

Top Sellers

1
AAP
Arax Advisory Partners
Colorado
-$17.6M
2
Corient Private Wealth
Corient Private Wealth
Florida
-$10.5M
3
Jane Street
Jane Street
New York
-$7.51M
4
VAS
Vestmark Advisory Solutions
Massachusetts
-$6.2M
5
AA
Armis Advisers
Georgia
-$5.63M
Name Holding Trade Value Shares
Change 		Change in
Stake
SHFA
126
SC&H Financial Advisors
Maryland
$1.75M +$12K +445 +0.7%
KAM
127
KEB Asset Management
Illinois
$1.72M +$164K +6,069 +11%
MWM
128
Meritas Wealth Management
California
$1.7M +$27.8K +1,026 +2%
Creative Planning
129
Creative Planning
Kansas
$1.7M +$242K +8,920 +17%
SF
130
SageOak Financial
Oklahoma
$1.68M +$81.3K +3,001 +5%
MFC
131
Morris Financial Concepts
South Carolina
$1.65M +$129K +4,747 +9%
PAG
132
Poinciana Advisors Group
Florida
$1.65M +$6.28K +232 +0.4%
SWA
133
Sterling Wealth Advisors
Florida
$1.62M +$1.6M +58,971 New
SMWM
134
Silvia McColl Wealth Management
California
$1.61M -$34K -1,256 -2%
KCM
135
KM Capital Management
Texas
$1.59M +$501K +18,505 +47%
PWP
136
Parkwoods Wealth Partners
New York
$1.56M +$1.54M +57,022 New
TFO
137
Timonier Family Office
North Carolina
$1.54M +$10.6K +390 +0.7%
Citadel Advisors
138
Citadel Advisors
Florida
$1.54M -$721K -26,647 -32%
CAPTRUST Financial Advisors
139
CAPTRUST Financial Advisors
North Carolina
$1.52M -$183K -6,762 -11%
MSWMA
140
Market Street Wealth Management Advisors
Indiana
$1.41M +$50.2K +1,853 +4%
KWM
141
KFG Wealth Management
Indiana
$1.4M +$76.1K +2,809 +6%
WHCI
142
W.H. Cornerstone Investments
Massachusetts
$1.39M +$51.2K +1,892 +4%
MFS
143
McNamara Financial Services
Massachusetts
$1.37M +$42.4K +1,565 +3%
BP
144
BWM Planning
Texas
$1.36M +$397K +14,656 +42%
AHL
145
Abel Hall LLC
Louisiana
$1.35M +$125K +4,602 +10%
OFI
146
Outbound Financial Inc
Colorado
$1.33M +$105K +3,865 +9%
RW
147
Ridgeline Wealth
Arizona
$1.28M +$48.8K +1,801 +4%
GWM
148
Geneos Wealth Management
Colorado
$1.27M +$53.4K +1,972 +4%
VPF
149
Vantage Point Financial
Illinois
$1.22M +$143K +5,292 +13%
SAI
150
Savvy Advisors Inc
New York
$1.18M +$15.2K +562 +1%
4 5
6
7 8

DFGR Hedge Fund Activity: Q3 2025 in Review

279 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Dimensional Global Real Estate ETF (DFGR) for Q3 2025, worth a combined $2.2B — up 7.5% from $2.04B a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new DFGR positions and 13 closed out — a net gain of 21 holders — while 184 added to existing stakes and 47 trimmed.

The largest buyer was Savant Capital, adding an estimated $27.6M. The largest seller was Arax Advisory Partners, exiting entirely with an estimated $17.6M sold.

  • 279 institutional investors held Dimensional Global Real Estate ETF (DFGR) as of Q3 2025, up from 262 in Q2 2025.
  • Funds reported $2.2B of Dimensional Global Real Estate ETF stock for Q3 2025, up 7.5% quarter-over-quarter.
  • 34 funds opened new Dimensional Global Real Estate ETF positions in Q3 2025 and 13 closed out, a net change of +21 holders.
  • The largest Dimensional Global Real Estate ETF buyer in Q3 2025 was Savant Capital, an estimated $27.6M added.
  • The largest Dimensional Global Real Estate ETF seller in Q3 2025 was Arax Advisory Partners, an estimated $17.6M sold.

Based on aggregated 13F filings for Q3 2025.