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Dimensional Global Real Estate ETF

262 hedge funds and large institutions have $2.04B invested in Dimensional Global Real Estate ETF in 2025 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 161 increasing their positions, 65 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

267% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 6

148% more repeat investments, than reductions

Existing positions increased: 161 | Existing positions reduced: 65

9% more capital invested

Capital invested by funds: $1.87B → $2.04B (+$170M)

5% more funds holding

Funds holding: 250262 (+12)

1.14% more ownership

Funds ownership: 79.88%81.02% (+1.1%)

6% less funds holding in top 10

Funds holding in top 10: 3432 (-2)

Holders
262
Holders Change
+12
Holders Change %
+4.8%
% of All Funds
3.45%
Holding in Top 10
32
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-5.88%
% of All Funds
0.42%
New
22
Increased
161
Reduced
65
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MWM
151
Modera Wealth Management
New Jersey
$991K +$2.18K +83 +0.2%
IWC
152
Integrated Wealth Concepts
Massachusetts
$962K +$85.2K +3,245 +10%
SIM
153
Stratos Investment Management
Ohio
$957K +$937K +35,681 New
KW
154
Keyvantage Wealth
Pennsylvania
$949K +$18.5K +706 +2%
BP
155
BWM Planning
Texas
$942K +$211K +8,032 +30%
TIAM2
156
Tru Independence Asset Management 2
Oregon
$921K +$204K +7,770 +29%
FWMP
157
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$920K -$66.6K -2,538 -7%
KAS
158
Kestra Advisory Services
Texas
$882K +$70.7K +2,692 +9%
TC
159
TownSquare Capital
Utah
$854K -$40.7K -1,551 -5%
Mariner
160
Mariner
Kansas
$846K +$90.4K +3,443 +12%
PWM
161
Parkworth Wealth Management
California
$835K +$62.5K +2,382 +8%
EFN
162
Equita Financial Network
Pennsylvania
$809K +$99K +3,773 +14%
SCM
163
SOL Capital Management
Maryland
$761K -$34.1K -1,300 -4%
BHWM
164
Bay Harbor Wealth Management
Maryland
$760K +$38.1K +1,451 +5%
SPI
165
Sutton Place Investors
New York
$726K +$103K +3,936 +17%
AQR Capital Management
166
AQR Capital Management
Connecticut
$711K +$109K +4,159 +19%
LWM
167
LJI Wealth Management
Indiana
$709K +$15.3K +582 +2%
C1AG
168
Client 1st Advisory Group
Florida
$708K -$177K -6,756 -20%
IA
169
IFG Advisory
Georgia
$696K +$97.9K +3,731 +17%
HKIMG
170
Hutchens & Kramer Investment Management Group
Indiana
$694K -$18.2K -692 -3%
SWM
171
Seaside Wealth Management
California
$681K -$35.5K -1,351 -5%
PAS
172
Park Avenue Securities
New York
$677K +$662K +25,220 New
FWP
173
Firethorn Wealth Partners
Georgia
$661K +$23.5K +896 +4%
MA
174
McGrath & Associates
North Carolina
$653K -$101K -3,856 -14%
AWP
175
Abacus Wealth Partners
California
$645K -$153K -5,818 -19%

DFGR Hedge Fund Activity: Q2 2025 in Review

262 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Dimensional Global Real Estate ETF (DFGR) for Q2 2025, worth a combined $2.04B — up 9.1% from $1.87B a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new DFGR positions and 6 closed out — a net gain of 16 holders — while 161 added to existing stakes and 65 trimmed.

The largest buyer was Savant Capital, adding an estimated $32.3M. The largest seller was Corient Private Wealth, cutting an estimated $8.47M.

  • 262 institutional investors held Dimensional Global Real Estate ETF (DFGR) as of Q2 2025, up from 250 in Q1 2025.
  • Funds reported $2.04B of Dimensional Global Real Estate ETF stock for Q2 2025, up 9.1% quarter-over-quarter.
  • 22 funds opened new Dimensional Global Real Estate ETF positions in Q2 2025 and 6 closed out, a net change of +16 holders.
  • The largest Dimensional Global Real Estate ETF buyer in Q2 2025 was Savant Capital, an estimated $32.3M added.
  • The largest Dimensional Global Real Estate ETF seller in Q2 2025 was Corient Private Wealth, an estimated $8.47M sold.

Based on aggregated 13F filings for Q2 2025.