DFGR icon

Dimensional Global Real Estate ETF

257 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 20 funds opening new positions, 159 increasing their positions, 65 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
257
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
SF
126
SageOak Financial
Oklahoma
$1.57M
PWS
127
Physician Wealth Solutions
Nevada
$1.55M
KAM
128
KEB Asset Management
Illinois
$1.52M
TFO
129
Timonier Family Office
North Carolina
$1.51M
MFC
130
Morris Financial Concepts
South Carolina
$1.5M
Creative Planning
131
Creative Planning
Kansas
$1.43M
MSWMA
132
Market Street Wealth Management Advisors
Indiana
$1.33M
WHCI
133
W.H. Cornerstone Investments
Massachusetts
$1.31M
MFS
134
McNamara Financial Services
Massachusetts
$1.31M
KWM
135
KFG Wealth Management
Indiana
$1.3M
RW
136
Ridgeline Wealth
Arizona
$1.21M
AHL
137
Abel Hall LLC
Louisiana
$1.21M
GWM
138
Geneos Wealth Management
Colorado
$1.2M
SAI
139
Savvy Advisors Inc
New York
$1.14M
Stifel Financial
140
Stifel Financial
Missouri
$1.14M
HIG
141
Heritage Investment Group
Florida
$1.07M
KCM
142
KM Capital Management
Texas
$1.06M
VPF
143
Vantage Point Financial
Illinois
$1.06M
VH
144
Visionary Horizons
Tennessee
$1.06M
BPA
145
Beacon Pointe Advisors
California
$1.05M
BTI
146
Blue Trust Inc
Georgia
$993K
QHA
147
Quarry Hill Advisors
Minnesota
$992K
MWM
148
Modera Wealth Management
New Jersey
$991K
IWC
149
Integrated Wealth Concepts
Massachusetts
$962K
SIM
150
Stratos Investment Management
Ohio
$957K