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Dimensional Global Real Estate ETF

161 hedge funds and large institutions have $1.24B invested in Dimensional Global Real Estate ETF in 2024 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 114 increasing their positions, 23 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

396% more repeat investments, than reductions

Existing positions increased: 114 | Existing positions reduced: 23

50% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 10

7% more capital invested

Capital invested by funds: $1.16B → $1.24B (+$78.2M)

2% more funds holding

Funds holding: 158161 (+3)

4.4% less ownership

Funds ownership: 81.52%77.12% (-4.4%)

10% less funds holding in top 10

Funds holding in top 10: 2119 (-2)

Holders
161
Holders Change
+3
Holders Change %
+1.9%
% of All Funds
2.32%
Holding in Top 10
19
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-9.52%
% of All Funds
0.27%
New
15
Increased
114
Reduced
23
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RLIM
151
Red Lighthouse Investment Management
New York
$60.6K
Royal Bank of Canada
152
Royal Bank of Canada
Ontario, Canada
$53K
APC
153
Aspire Private Capital
North Carolina
$41.1K +$15.8K +632 +64%
IA
154
IFP Advisors
Florida
$36.9K +$36.2K +1,445 New
AWM
155
Aspire Wealth Management
Massachusetts
$31.9K +$2.43K +97 +8%
CT
156
Colonial Trust
South Carolina
$27.8K -$602 -24 -2%
MFT
157
Moisand Fitzgerald Tamayo
Florida
$20.1K
VWWMG
158
Vermillion & White Wealth Management Group
Pennsylvania
$13.2K +$13K +518 New
Comerica Bank
159
Comerica Bank
Texas
$3.32K +$251 +10 +8%
ACA
160
Aptus Capital Advisors
Alabama
$1.2K +$1.18K +47 New
BHWM
161
Beaird Harris Wealth Management
Texas
$62 +$50 +2 New
B
162
BetterWealth
California
-$4.45M -171,433 Closed
FTUS
163
Flow Traders U.S.
New York
-$2.9M -111,828 Closed
EC
164
Eaton-Cambridge
Arizona
-$1.62M -62,390 Closed
Citadel Advisors
165
Citadel Advisors
Florida
-$735K -28,308 Closed
MHS
166
M Holdings Securities
Oregon
-$323K -12,429 Closed
TI
167
Trexquant Investment
Connecticut
-$251K -9,671 Closed
Northwestern Mutual Wealth Management
168
Northwestern Mutual Wealth Management
Wisconsin
-$40.7K -1,565 Closed
Bank of America
169
Bank of America
North Carolina
-$25.3K -974 Closed
Carson Wealth (CWM LLC)
170
Carson Wealth (CWM LLC)
Nebraska
-$5K -211 Closed
ASN
171
Advisory Services Network
Georgia
-$2.67K -103 Closed

DFGR Hedge Fund Activity: Q1 2024 in Review

161 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Dimensional Global Real Estate ETF (DFGR) for Q1 2024, worth a combined $1.24B — up 6.8% from $1.16B a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new DFGR positions and 10 closed out — a net gain of 5 holders — while 114 added to existing stakes and 23 trimmed.

The largest buyer was Financial Engines Advisors, opening a new position worth an estimated $12.5M. The largest seller was Jane Street, cutting an estimated $11.4M.

  • 161 institutional investors held Dimensional Global Real Estate ETF (DFGR) as of Q1 2024, up from 158 in Q4 2023.
  • Funds reported $1.24B of Dimensional Global Real Estate ETF stock for Q1 2024, up 6.8% quarter-over-quarter.
  • 15 funds opened new Dimensional Global Real Estate ETF positions in Q1 2024 and 10 closed out, a net change of +5 holders.
  • The largest Dimensional Global Real Estate ETF buyer in Q1 2024 was Financial Engines Advisors, an estimated $12.5M added.
  • The largest Dimensional Global Real Estate ETF seller in Q1 2024 was Jane Street, an estimated $11.4M sold.

Based on aggregated 13F filings for Q1 2024.