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Dimensional Global Real Estate ETF
DFGR

Overview Fund Activity

256 hedge funds and large institutions have $2.02B invested in Dimensional Global Real Estate ETF in 2025 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 159 increasing their positions, 64 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
256
Holders Change
+7
Holders Change %
+2.81%
% of All Funds
3.43%
Holding in Top 10
31
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-8.82%
% of All Funds
0.42%
New
20
Increased
159
Reduced
64
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SC
Savant Capital
Illinois
+$32.8M
2
RWM
Rockwood Wealth Management
Pennsylvania
+$9.38M
3
TWA
TCI Wealth Advisors
Arizona
+$8.44M
4
FFM
Forum Financial Management
Illinois
+$7.74M
5
VAS
Vestmark Advisory Solutions
Massachusetts
+$7.49M

Top Sellers

1
Corient Private Wealth
Corient Private Wealth
Florida
-$8.66M
2
VF
Vawter Financial
Ohio
-$4.07M
3
Mercer Global Advisors
Mercer Global Advisors
Colorado
-$3.07M
4
PCA
Prosperity Capital Advisors
Ohio
-$2.91M
5
Jane Street
Jane Street
New York
-$2.87M
Name Holding Trade Value Shares
Change 		Shares
Change %
BP
151
BWM Planning
Texas
$942K +$216K +8,032 +30%
TIAM2
152
Tru Independence Asset Management 2
Oregon
$921K +$208K +7,770 +29%
FWMP
153
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$920K -$68.1K -2,538 -7%
KAS
154
Kestra Advisory Services
Texas
$882K +$72.2K +2,692 +9%
TC
155
TownSquare Capital
Utah
$854K -$41.6K -1,551 -5%
Mariner
156
Mariner
Kansas
$846K +$92.4K +3,443 +12%
PWM
157
Parkworth Wealth Management
California
$835K +$63.9K +2,382 +8%
EFN
158
Equita Financial Network
Pennsylvania
$809K +$101K +3,773 +14%
SCM
159
SOL Capital Management
Maryland
$761K -$34.9K -1,300 -4%
BHWM
160
Bay Harbor Wealth Management
Maryland
$760K +$38.9K +1,451 +5%
SPI
161
Sutton Place Investors
New York
$726K +$106K +3,936 +17%
AQR Capital Management
162
AQR Capital Management
Connecticut
$711K +$112K +4,159 +19%
LWM
163
LJI Wealth Management
Indiana
$709K +$15.6K +582 +2%
C1AG
164
Client 1st Advisory Group
Florida
$708K -$181K -6,756 -20%
IA
165
IFG Advisory
Georgia
$696K +$100K +3,731 +17%
HKIMG
166
Hutchens & Kramer Investment Management Group
Indiana
$694K -$18.7K -692 -3%
SWM
167
Seaside Wealth Management
California
$681K -$36.2K -1,351 -5%
PAS
168
Park Avenue Securities
New York
$677K +$677K +25,220 New
FWP
169
Firethorn Wealth Partners
Georgia
$661K +$24K +896 +4%
MA
170
McGrath & Associates
North Carolina
$653K -$103K -3,856 -14%
AWP
171
Abacus Wealth Partners
California
$645K -$156K -5,818 -19%
SAW
172
Signal Advisors Wealth
Michigan
$624K -$1.93K -72 -0.3%
Truist Financial
173
Truist Financial
North Carolina
$609K -$2.12K -79 -0.3%
CWM
174
Core Wealth Management
Florida
$595K +$58.9K +2,197 +11%
SW
175
Simplicity Wealth
New Jersey
$563K -$151K -5,633 -21%
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