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Dimensional Global Real Estate ETF
DFGR

243 hedge funds and large institutions have $1.68B invested in Dimensional Global Real Estate ETF in 2024 Q4 according to their latest regulatory filings, with 60 funds opening new positions, 148 increasing their positions, 31 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

650% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 8

377% more repeat investments, than reductions

Existing positions increased: 148 | Existing positions reduced: 31

25% more funds holding

Funds holding: 194 → 243 (+49)

13% more funds holding in top 10

Funds holding in top 10: 24 → 27 (+3)

4.67% more ownership

Funds ownership: 76% → 80.67% (+4.7%)

3% more capital invested

Capital invested by funds: $1.63B → $1.68B (+$49.6M)

Holders
243
Holders Change
+49
Holders Change %
+25.26%
% of All Funds
3.2%
Holding in Top 10
27
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+12.5%
% of All Funds
0.36%
New
60
Increased
148
Reduced
31
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SC
Savant Capital
Illinois
+$23M
2
Jane Street
Jane Street
New York
+$16.3M
3
JFG
JMG Financial Group
Illinois
+$14.4M
4
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$11.8M
5
EFP
Elser Financial Planning
Indiana
+$11.6M

Top Sellers

1
Corient Private Wealth
Corient Private Wealth
Florida
-$7.16M
2
FIS
Fischer Investment Strategies
California
-$3.96M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$3.24M
4
FFM
Forum Financial Management
Illinois
-$1.43M
5
SW
Simplicity Wealth
New Jersey
-$967K
Name Holding Trade Value Shares
Change 		Change in
Stake
KAM
151
KEB Asset Management
Illinois
$743K +$798K +29,091 New
KAS
152
Kestra Advisory Services
Texas
$731K +$253K +9,219 +48%
PWM
153
Parkworth Wealth Management
California
$718K +$772K +28,110 New
GS
154
GTS Securities
New York
$697K +$749K +27,282 New
EFN
155
Equita Financial Network
Pennsylvania
$682K +$9.3K +339 +1%
HKIMG
156
Hutchens & Kramer Investment Management Group
Indiana
$679K +$44.7K +1,628 +7%
LWM
157
LJI Wealth Management
Indiana
$678K +$13.3K +484 +2%
BHWM
158
Bay Harbor Wealth Management
Maryland
$637K +$95.7K +3,488 +16%
PWS
159
Physician Wealth Solutions
Nevada
$613K +$252K +9,183 +62%
SWM
160
Seaside Wealth Management
California
$592K +$64.4K +2,346 +11%
SPI
161
Sutton Place Investors
New York
$588K +$362K +13,206 +135%
Truist Financial
162
Truist Financial
North Carolina
$568K -$64.3K -2,343 -10%
TIAM2
163
Tru Independence Asset Management 2
Oregon
$564K +$606K +22,065 New
IA
164
IFG Advisory
Georgia
$558K +$600K +21,856 New
SAW
165
Signal Advisors Wealth
Michigan
$552K -$4.78K -174 -0.8%
W
166
WorthPointe
California
$542K +$7.71K +281 +1%
MWM
167
Mission Wealth Management
California
$541K +$581K +21,181 New
FWP
168
Firethorn Wealth Partners
Georgia
$524K +$29.6K +1,077 +6%
AQR Capital Management
169
AQR Capital Management
Connecticut
$520K +$558K +20,343 New
BCI
170
Brinker Capital Investments
Pennsylvania
$514K +$45K +1,638 +9%
OPS
171
Orion Portfolio Solutions
Nebraska
$514K +$45K +1,638 +9%
WA
172
Wealthstream Advisors
New York
$509K -$22.4K -815 -4%
JTWM
173
Jackson Thornton Wealth Management
Alabama
$479K +$28.5K +1,040 +6%
AF
174
Allworth Financial
California
$474K +$112K +4,078 +28%
CFO
175
Collective Family Office
Pennsylvania
$466K +$26.3K +959 +6%
5 6
7
8 9

DFGR Hedge Fund Activity: Q4 2024 in Review

243 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Dimensional Global Real Estate ETF (DFGR) for Q4 2024, worth a combined $1.68B — up 3% from $1.63B a quarter earlier.

Buyers outnumbered sellers: 60 funds opened new DFGR positions and 8 closed out — a net gain of 52 holders — while 148 added to existing stakes and 31 trimmed.

The largest buyer was Savant Capital, adding an estimated $23M. The largest seller was Corient Private Wealth, cutting an estimated $7.16M.

  • 243 institutional investors held Dimensional Global Real Estate ETF (DFGR) as of Q4 2024, up from 194 in Q3 2024.
  • Funds reported $1.68B of Dimensional Global Real Estate ETF stock for Q4 2024, up 3% quarter-over-quarter.
  • 60 funds opened new Dimensional Global Real Estate ETF positions in Q4 2024 and 8 closed out, a net change of +52 holders.
  • The largest Dimensional Global Real Estate ETF buyer in Q4 2024 was Savant Capital, an estimated $23M added.
  • The largest Dimensional Global Real Estate ETF seller in Q4 2024 was Corient Private Wealth, an estimated $7.16M sold.

Based on aggregated 13F filings for Q4 2024.