Dimensional Global Real Estate ETF
DFGR
158 hedge funds and large institutions have $1.16B invested in Dimensional Global Real Estate ETF in 2023 Q4 according to their latest regulatory filings, with 62 funds opening new positions, 77 increasing their positions, 17 reducing their positions, and 4 closing their positions.
1,450% more first-time investments, than exits
New positions opened: 62 | Existing positions closed: 4
353% more repeat investments, than reductions
Existing positions increased: 77 | Existing positions reduced: 17
91% more funds holding in top 10
Funds holding in top 10: 11 → 21 (+10)
75% more capital invested
Capital invested by funds: $661M → $1.16B (+$497M)
53% more funds holding
Funds holding: 103 → 158 (+55)
2.57% more ownership
Funds ownership: 78.96% → 81.52% (+2.6%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FFM
Forum Financial Management
Lombard,
Illinois
|
+$36.1M |
| 2 |
BSW
Buckingham Strategic Wealth
Clayton,
Missouri
|
+$29.7M |
| 3 |
QFA
Quantum Financial Advisors
El Segundo,
California
|
+$20M |
| 4 |
BJL
Brighton Jones LLC
Seattle,
Washington
|
+$16.6M |
| 5 |
SC
Savant Capital
Rockford,
Illinois
|
+$16.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
-$2.97M |
| 2 |
AFA
Alpha Financial Advisors
Charlotte,
North Carolina
|
-$2.68M |
| 3 |
RA
RFG Advisory
Birmingham,
Alabama
|
-$1.7M |
| 4 |
WWP
Waypoint Wealth Partners
Mill Valley,
California
|
-$1.57M |
| 5 |
KF
Krilogy Financial
St. Louis,
Missouri
|
-$1.17M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CT
151
Colonial Trust
Spartanburg,
South Carolina
| $28.9K | +$1.95K | +83 | +8% |
|
|
APC
152
Aspire Private Capital
Cornelius,
North Carolina
| $25.5K | +$6.42K | +274 | +39% |
|
153
Bank of America
Charlotte,
North Carolina
| $25.3K | +$22.8K | +974 | New |
|
|
MFT
154
Moisand Fitzgerald Tamayo
Orlando,
Florida
| $20.5K | +$18.5K | +788 | New |
|
155
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $5K | -$7.01K | -299 | -59% |
|
156
Comerica Bank
Dallas,
Texas
| $3.12K | +$2.81K | +120 | New |
|
|
ASN
157
Advisory Services Network
Atlanta,
Georgia
| $2.67K | +$2.42K | +103 | New |
|
|
SIS
158
Strategic Investment Solutions
Orland Park,
Illinois
| $520 | +$469 | +20 | New |
|
|
AFA
159
Alpha Financial Advisors
Charlotte,
North Carolina
| – | -$2.68M | -119,500 | Closed |
|
|
CHP
160
Cable Hill Partners
Portland,
Oregon
| – | -$757K | -33,801 | Closed |
|
161
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$665K | -29,693 | Closed |
|
|
CCA
162
Cravens & Co Advisors
Cookeville,
Tennessee
| – | -$447K | -19,940 | Closed |
|
DFGR Hedge Fund Activity: Q4 2023 in Review
158 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Dimensional Global Real Estate ETF (DFGR) for Q4 2023, worth a combined $1.16B — up 75% from $661M a quarter earlier.
Buyers outnumbered sellers: 62 funds opened new DFGR positions and 4 closed out — a net gain of 58 holders — while 77 added to existing stakes and 17 trimmed.
The largest buyer was Forum Financial Management, adding an estimated $36.1M. The largest seller was Osaic Holdings, cutting an estimated $2.97M.
- 158 institutional investors held Dimensional Global Real Estate ETF (DFGR) as of Q4 2023, up from 103 in Q3 2023.
- Funds reported $1.16B of Dimensional Global Real Estate ETF stock for Q4 2023, up 75% quarter-over-quarter.
- 62 funds opened new Dimensional Global Real Estate ETF positions in Q4 2023 and 4 closed out, a net change of +58 holders.
- The largest Dimensional Global Real Estate ETF buyer in Q4 2023 was Forum Financial Management, an estimated $36.1M added.
- The largest Dimensional Global Real Estate ETF seller in Q4 2023 was Osaic Holdings, an estimated $2.97M sold.
Based on aggregated 13F filings for Q4 2023.