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Dimensional Global Real Estate ETF

250 hedge funds and large institutions have $1.87B invested in Dimensional Global Real Estate ETF in 2025 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 151 increasing their positions, 60 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

152% more repeat investments, than reductions

Existing positions increased: 151 | Existing positions reduced: 60

71% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 14

26% more funds holding in top 10

Funds holding in top 10: 2734 (+7)

12% more capital invested

Capital invested by funds: $1.68B → $1.87B (+$195M)

3% more funds holding

Funds holding: 243250 (+7)

0.8% less ownership

Funds ownership: 80.67%79.88% (-0.8%)

Holders
250
Holders Change
+7
Holders Change %
+2.88%
% of All Funds
3.35%
Holding in Top 10
34
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+25.93%
% of All Funds
0.46%
New
24
Increased
151
Reduced
60
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BCI
151
Brinker Capital Investments
Pennsylvania
$809K +$279K +10,703 +53%
OPS
152
Orion Portfolio Solutions
Nebraska
$809K +$279K +10,703 +53%
KAS
153
Kestra Advisory Services
Texas
$793K +$40.7K +1,562 +5%
GA
154
Greenspring Advisors
Maryland
$785K
AWP
155
Abacus Wealth Partners
California
$784K -$172K -6,617 -18%
KCM
156
KM Capital Management
Texas
$781K -$450K -17,259 -37%
SCM
157
SOL Capital Management
Maryland
$779K -$1.3K -50 -0.2%
PWM
158
Parkworth Wealth Management
California
$755K +$16.8K +643 +2%
MA
159
McGrath & Associates
North Carolina
$741K -$27.9K -1,070 -4%
Mariner
160
Mariner
Kansas
$738K +$732K +28,090 New
BP
161
BWM Planning
Texas
$711K -$135K -5,181 -16%
BHWM
162
Bay Harbor Wealth Management
Maryland
$706K +$51K +1,959 +8%
SWM
163
Seaside Wealth Management
California
$702K +$92.2K +3,539 +15%
SW
164
Simplicity Wealth
New Jersey
$699K +$694K +26,623 New
TIAM2
165
Tru Independence Asset Management 2
Oregon
$698K +$117K +4,499 +20%
HKIMG
166
Hutchens & Kramer Investment Management Group
Indiana
$693K -$5.13K -197 -0.7%
EFN
167
Equita Financial Network
Pennsylvania
$693K -$8.83K -339 -1%
LWM
168
LJI Wealth Management
Indiana
$678K -$18.6K -715 -3%
FTUS
169
Flow Traders U.S.
New York
$645K +$640K +24,579 New
FWP
170
Firethorn Wealth Partners
Georgia
$624K +$84K +3,223 +16%
SAW
171
Signal Advisors Wealth
Michigan
$613K +$44.9K +1,722 +8%
WA
172
Wealthstream Advisors
New York
$608K +$83.7K +3,213 +16%
SPI
173
Sutton Place Investors
New York
$607K +$2.19K +84 +0.4%
Truist Financial
174
Truist Financial
North Carolina
$598K +$13.6K +523 +2%
AQR Capital Management
175
AQR Capital Management
Connecticut
$586K +$51.7K +1,984 +10%

DFGR Hedge Fund Activity: Q1 2025 in Review

250 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Dimensional Global Real Estate ETF (DFGR) for Q1 2025, worth a combined $1.87B — up 12% from $1.68B a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new DFGR positions and 14 closed out — a net gain of 10 holders — while 151 added to existing stakes and 60 trimmed.

The largest buyer was LifeGuide Financial Advisors, opening a new position worth an estimated $54.6M. The largest seller was Jane Street, cutting an estimated $16.4M.

  • 250 institutional investors held Dimensional Global Real Estate ETF (DFGR) as of Q1 2025, up from 243 in Q4 2024.
  • Funds reported $1.87B of Dimensional Global Real Estate ETF stock for Q1 2025, up 12% quarter-over-quarter.
  • 24 funds opened new Dimensional Global Real Estate ETF positions in Q1 2025 and 14 closed out, a net change of +10 holders.
  • The largest Dimensional Global Real Estate ETF buyer in Q1 2025 was LifeGuide Financial Advisors, an estimated $54.6M added.
  • The largest Dimensional Global Real Estate ETF seller in Q1 2025 was Jane Street, an estimated $16.4M sold.

Based on aggregated 13F filings for Q1 2025.