DFGR icon

Dimensional Global Real Estate ETF

276 hedge funds and large institutions have $2.21B invested in Dimensional Global Real Estate ETF in 2025 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 182 increasing their positions, 46 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
276
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
30
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
KAM
126
KEB Asset Management
Illinois
$1.72M
MWM
127
Meritas Wealth Management
California
$1.7M
Creative Planning
128
Creative Planning
Kansas
$1.7M
SF
129
SageOak Financial
Oklahoma
$1.68M
MFC
130
Morris Financial Concepts
South Carolina
$1.65M
PAG
131
Poinciana Advisors Group
Florida
$1.65M
SWA
132
Sterling Wealth Advisors
Florida
$1.62M
SMWM
133
Silvia McColl Wealth Management
California
$1.61M
KCM
134
KM Capital Management
Texas
$1.59M
PWP
135
Parkwoods Wealth Partners
New York
$1.56M
TFO
136
Timonier Family Office
North Carolina
$1.54M
Citadel Advisors
137
Citadel Advisors
Florida
$1.54M
CAPTRUST Financial Advisors
138
CAPTRUST Financial Advisors
North Carolina
$1.52M
MSWMA
139
Market Street Wealth Management Advisors
Indiana
$1.41M
KWM
140
KFG Wealth Management
Indiana
$1.4M
WHCI
141
W.H. Cornerstone Investments
Massachusetts
$1.39M
MFS
142
McNamara Financial Services
Massachusetts
$1.37M
BP
143
BWM Planning
Texas
$1.36M
AHL
144
Abel Hall LLC
Louisiana
$1.35M
RW
145
Ridgeline Wealth
Arizona
$1.28M
GWM
146
Geneos Wealth Management
Colorado
$1.27M
VPF
147
Vantage Point Financial
Illinois
$1.22M
SAI
148
Savvy Advisors Inc
New York
$1.18M
Stifel Financial
149
Stifel Financial
Missouri
$1.15M
VH
150
Visionary Horizons
Tennessee
$1.1M