DFGR icon

Dimensional Global Real Estate ETF

242 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, 147 increasing their positions, 31 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
242
Holders Change
+49
Holders Change %
+25.39%
% of All Funds
3.22%
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
147
Reduced
31
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
KAS
151
Kestra Advisory Services
Texas
$731K +$235K +9,219 +48%
PWM
152
Parkworth Wealth Management
California
$718K +$718K +28,110 New
GS
153
GTS Securities
New York
$697K +$697K +27,282 New
EFN
154
Equita Financial Network
Pennsylvania
$682K +$8.66K +339 +1%
HKIMG
155
Hutchens & Kramer Investment Management Group
Indiana
$679K +$41.6K +1,628 +7%
LWM
156
LJI Wealth Management
Indiana
$678K +$12.4K +484 +2%
BHWM
157
Bay Harbor Wealth Management
Maryland
$637K +$89.1K +3,488 +16%
PWS
158
Physician Wealth Solutions
Nevada
$613K +$235K +9,183 +62%
SWM
159
Seaside Wealth Management
California
$592K +$59.9K +2,346 +11%
SPI
160
Sutton Place Investors
New York
$588K +$337K +13,206 +135%
Truist Financial
161
Truist Financial
North Carolina
$568K -$59.8K -2,343 -10%
TIAM2
162
Tru Independence Asset Management 2
Oregon
$564K +$564K +22,065 New
IA
163
IFG Advisory
Georgia
$558K +$558K +21,856 New
SAW
164
Signal Advisors Wealth
Michigan
$552K -$4.44K -174 -0.8%
W
165
WorthPointe
California
$542K +$7.18K +281 +1%
MWM
166
Mission Wealth Management
California
$541K +$541K +21,181 New
FWP
167
Firethorn Wealth Partners
Georgia
$524K +$27.5K +1,077 +6%
AQR Capital Management
168
AQR Capital Management
Connecticut
$520K +$520K +20,343 New
OPS
169
Orion Portfolio Solutions
Nebraska
$514K +$41.8K +1,638 +9%
BCI
170
Brinker Capital Investments
Pennsylvania
$514K +$41.8K +1,638 +9%
WA
171
Wealthstream Advisors
New York
$509K -$20.8K -815 -4%
JTWM
172
Jackson Thornton Wealth Management
Alabama
$479K +$26.6K +1,040 +6%
AF
173
Allworth Financial
California
$474K +$105K +4,078 +28%
CFO
174
Collective Family Office
Pennsylvania
$466K +$24.5K +959 +6%
DWA
175
Delap Wealth Advisory
Oregon
$457K +$99.5K +3,895 +28%