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Dimensional Global Real Estate ETF

181 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, 120 increasing their positions, 25 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

380% more repeat investments, than reductions

Existing positions increased: 120 | Existing positions reduced: 25

333% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 6

16% more funds holding in top 10

Funds holding in top 10: 1922 (+3)

12% more funds holding

Funds holding: 161181 (+20)

7% more capital invested

Capital invested by funds: $1.24B → $1.33B (+$92.3M)

1.19% less ownership

Funds ownership: 77.12%75.93% (-1.2%)

Holders
181
Holders Change
+20
Holders Change %
+12.42%
% of All Funds
2.61%
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
120
Reduced
25
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
USCWA
151
U.S. Capital Wealth Advisors
Texas
$239K -$583K -23,690 -71%
RCAG
152
Rehmann Capital Advisory Group
Michigan
$239K +$5.71K +232 +2%
CC
153
Copperleaf Capital
North Carolina
$209K -$3.27K -133 -2%
WIM
154
Warwick Investment Management
Texas
$202K
GJIA
155
Glass Jacobson Investment Advisors
Maryland
$200K +$44.2K +1,796 +29%
FPF
156
First Pacific Financial
Washington
$199K -$165K -6,706 -46%
SPIA
157
Steward Partners Investment Advisory
New York
$86.8K +$85.5K +3,475 New
GM
158
GeoWealth Management
Illinois
$66.5K +$65.5K +2,660 New
LFG
159
Larson Financial Group
Missouri
$61.4K -$75.8K -3,081 -56%
RLIM
160
Red Lighthouse Investment Management
New York
$60.6K +$1.25K +51 +2%
IA
161
IFP Advisors
Florida
$46.3K +$9.92K +403 +28%
APC
162
Aspire Private Capital
North Carolina
$43.4K +$3.08K +125 +8%
CT
163
Colonial Trust
South Carolina
$41K +$13.6K +553 +51%
AWM
164
Aspire Wealth Management
Massachusetts
$31.2K
ATPW
165
Ashton Thomas Private Wealth
Arizona
$24.6K +$24.3K +986 New
US Bancorp
166
US Bancorp
Minnesota
$22.3K +$22K +893 New
Bank of America
167
Bank of America
North Carolina
$21.1K +$20.7K +843 New
MFT
168
Moisand Fitzgerald Tamayo
Florida
$19.7K
VWWMG
169
Vermillion & White Wealth Management Group
Pennsylvania
$15.4K +$2.44K +99 +19%
CWP
170
Concord Wealth Partners
Virginia
$13.8K +$13.5K +550 New
Royal Bank of Canada
171
Royal Bank of Canada
Ontario, Canada
$7K -$44.2K -1,798 -86%
EWP
172
Elevation Wealth Partners
California
$5.87K +$5.78K +235 New
Jones Financial Companies
173
Jones Financial Companies
Missouri
$5.35K +$5.27K +214 New
Franklin Resources
174
Franklin Resources
California
$5.2K +$5.12K +208 New
SIS
175
Strategic Investment Solutions
Illinois
$3.98K +$3.69K +150 New

DFGR Hedge Fund Activity: Q2 2024 in Review

181 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Dimensional Global Real Estate ETF (DFGR) for Q2 2024, worth a combined $1.33B — up 7.5% from $1.24B a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new DFGR positions and 6 closed out — a net gain of 20 holders — while 120 added to existing stakes and 25 trimmed.

The largest buyer was Savant Capital, adding an estimated $18.7M. The largest seller was Forum Financial Management, cutting an estimated $7.19M.

  • 181 institutional investors held Dimensional Global Real Estate ETF (DFGR) as of Q2 2024, up from 161 in Q1 2024.
  • Funds reported $1.33B of Dimensional Global Real Estate ETF stock for Q2 2024, up 7.5% quarter-over-quarter.
  • 26 funds opened new Dimensional Global Real Estate ETF positions in Q2 2024 and 6 closed out, a net change of +20 holders.
  • The largest Dimensional Global Real Estate ETF buyer in Q2 2024 was Savant Capital, an estimated $18.7M added.
  • The largest Dimensional Global Real Estate ETF seller in Q2 2024 was Forum Financial Management, an estimated $7.19M sold.

Based on aggregated 13F filings for Q2 2024.