DFGR icon

Dimensional Global Real Estate ETF
DFGR

Overview Fund Activity

180 hedge funds and large institutions have $1.33B invested in Dimensional Global Real Estate ETF in 2024 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 119 increasing their positions, 25 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
180
Holders Change
+20
Holders Change %
+12.5%
% of All Funds
2.62%
Holding in Top 10
22
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+15.79%
% of All Funds
0.32%
New
26
Increased
119
Reduced
25
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SC
Savant Capital
Illinois
$68M
2
JFG
JMG Financial Group
Illinois
$77.8M
3
SW
Simplicity Wealth
New Jersey
$12.6M
4
BSW
Buckingham Strategic Wealth
Missouri
$60.3M
5
BJL
Brighton Jones LLC
Washington
$41.2M

Top Sellers

1
FFM
Forum Financial Management
Illinois
$345M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$3.07M
3
Corient Private Wealth
Corient Private Wealth
Florida
$52.2M
4
GOCP
Great Oak Capital Partners
Massachusetts
$1.01M
5
OMC
Old Mission Capital
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
RCAG
151
Rehmann Capital Advisory Group
Michigan
$239K +$5.8K +232 +2%
CC
152
Copperleaf Capital
North Carolina
$209K -$3.32K -133 -2%
WIM
153
Warwick Investment Management
Texas
$202K – – –
GJIA
154
Glass Jacobson Investment Advisors
Maryland
$200K +$44.9K +1,796 +29%
FPF
155
First Pacific Financial
Washington
$199K -$168K -6,706 -46%
SPIA
156
Steward Partners Investment Advisory
New York
$86.8K +$86.8K +3,475 New
GM
157
GeoWealth Management
Illinois
$66.5K +$66.5K +2,660 New
LFG
158
Larson Financial Group
Missouri
$61.4K -$77K -3,081 -56%
RLIM
159
Red Lighthouse Investment Management
New York
$60.6K +$1.27K +51 +2%
IA
160
IFP Advisors
Florida
$46.3K +$10.1K +403 +28%
APC
161
Aspire Private Capital
North Carolina
$43.4K +$3.12K +125 +8%
CT
162
Colonial Trust
South Carolina
$41K +$13.8K +553 +51%
AWM
163
Aspire Wealth Management
Massachusetts
$31.2K – – –
ATPW
164
Ashton Thomas Private Wealth
Arizona
$24.6K +$24.6K +986 New
US Bancorp
165
US Bancorp
Minnesota
$22.3K +$22.3K +893 New
Bank of America
166
Bank of America
North Carolina
$21.1K +$21.1K +843 New
MFT
167
Moisand Fitzgerald Tamayo
Florida
$19.7K – – –
VWWMG
168
Vermillion & White Wealth Management Group
Pennsylvania
$15.4K +$2.48K +99 +19%
CWP
169
Concord Wealth Partners
Virginia
$13.8K +$13.8K +550 New
Royal Bank of Canada
170
Royal Bank of Canada
Ontario, Canada
$7K -$44.6K -1,798 -86%
EWP
171
Elevation Wealth Partners
California
$5.87K +$5.87K +235 New
Jones Financial Companies
172
Jones Financial Companies
Missouri
$5.35K +$5.35K +214 New
Franklin Resources
173
Franklin Resources
California
$5.2K +$5.2K +208 New
SIS
174
Strategic Investment Solutions
Illinois
$3.98K +$3.98K +150 New
Comerica Bank
175
Comerica Bank
Texas
$3.27K +$25 +1 +0.8%
4 5 6
7
8