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Dimensional Global Real Estate ETF

194 hedge funds and large institutions have $1.63B invested in Dimensional Global Real Estate ETF in 2024 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 109 increasing their positions, 51 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

145% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 11

114% more repeat investments, than reductions

Existing positions increased: 109 | Existing positions reduced: 51

23% more capital invested

Capital invested by funds: $1.33B → $1.63B (+$300M)

9% more funds holding in top 10

Funds holding in top 10: 2224 (+2)

7% more funds holding

Funds holding: 181194 (+13)

0.07% more ownership

Funds ownership: 75.93%76% (+0.07%)

Holders
194
Holders Change
+13
Holders Change %
+7.18%
% of All Funds
2.79%
Holding in Top 10
24
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+9.09%
% of All Funds
0.34%
New
27
Increased
109
Reduced
51
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PS
151
Principal Securities
Iowa
$316K -$27.8K -1,020 -9%
HWM
152
Hemington Wealth Management
Virginia
$305K +$302K +11,095 New
CPA
153
Capital Performance Advisors
California
$300K
FOA
154
Five Oceans Advisors
California
$299K +$2.81K +103 +1%
SPI
155
Sutton Place Investors
New York
$283K -$1.74K -64 -0.6%
Carson Wealth (CWM LLC)
156
Carson Wealth (CWM LLC)
Nebraska
$283K -$234K -8,597 -47%
USCWA
157
U.S. Capital Wealth Advisors
Texas
$280K +$3.13K +115 +1%
NL
158
NWAM LLC
Washington
$271K +$256K +9,386 New
RCAG
159
Rehmann Capital Advisory Group
Michigan
$260K -$14.4K -528 -6%
TH
160
Team Hewins
California
$259K +$244K +8,957 New
EH
161
Equitable Holdings
New York
$258K +$243K +8,936 New
CC
162
Copperleaf Capital
North Carolina
$248K +$6.32K +232 +3%
TWCA
163
Two West Capital Advisors
Kansas
$245K +$231K +8,476 New
FPF
164
First Pacific Financial
Washington
$232K +$1.53K +56 +0.7%
GJIA
165
Glass Jacobson Investment Advisors
Maryland
$229K -$2.15K -79 -1%
SIM
166
Stratos Investment Management
Ohio
$208K -$8.71M -319,635 -98%
D.E. Shaw & Co
167
D.E. Shaw & Co
New York
$206K -$2.2M -80,771 -92%
GFA
168
Grunden Financial Advisory
Texas
$203K +$191K +7,021 New
GM
169
GeoWealth Management
Illinois
$138K +$58.2K +2,135 +80%
IA
170
IFP Advisors
Florida
$91.1K +$35.7K +1,310 +71%
RLIM
171
Red Lighthouse Investment Management
New York
$70K
Citigroup
172
Citigroup
New York
$66.7K +$62.9K +2,310 New
LFG
173
Larson Financial Group
Missouri
$52K -$17.9K -656 -27%
APC
174
Aspire Private Capital
North Carolina
$51K +$817 +30 +2%
UBS Group
175
UBS Group
Switzerland
$46.6K +$44K +1,616 New

DFGR Hedge Fund Activity: Q3 2024 in Review

194 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Dimensional Global Real Estate ETF (DFGR) for Q3 2024, worth a combined $1.63B — up 23% from $1.33B a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new DFGR positions and 11 closed out — a net gain of 16 holders — while 109 added to existing stakes and 51 trimmed.

The largest buyer was Focus Partners Wealth, opening a new position worth an estimated $71.9M. The largest seller was Simplicity Wealth, cutting an estimated $12.8M.

  • 194 institutional investors held Dimensional Global Real Estate ETF (DFGR) as of Q3 2024, up from 181 in Q2 2024.
  • Funds reported $1.63B of Dimensional Global Real Estate ETF stock for Q3 2024, up 23% quarter-over-quarter.
  • 27 funds opened new Dimensional Global Real Estate ETF positions in Q3 2024 and 11 closed out, a net change of +16 holders.
  • The largest Dimensional Global Real Estate ETF buyer in Q3 2024 was Focus Partners Wealth, an estimated $71.9M added.
  • The largest Dimensional Global Real Estate ETF seller in Q3 2024 was Simplicity Wealth, an estimated $12.8M sold.

Based on aggregated 13F filings for Q3 2024.