DFGR icon

Dimensional Global Real Estate ETF

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
3.44%
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
Name Holding Trade Value Shares
Change
Shares
Change %
SC
176
Shearwater Capital
Colorado
$534K +$145K +5,413 +37%
DWA
177
Delap Wealth Advisory
Oregon
$530K +$15.8K +590 +3%
MWM
178
Mission Wealth Management
California
$524K +$349 +13 +0.1%
WA
179
Wealthstream Advisors
New York
$522K -$99.7K -3,715 -16%
JTWM
180
Jackson Thornton Wealth Management
Alabama
$520K +$18.7K +698 +4%
HCM
181
Hutchinson Capital Management
California
$519K +$109K +4,081 +27%
GVAG
182
Great Valley Advisor Group
Delaware
$509K +$509K +18,997 New
CFO
183
Collective Family Office
Pennsylvania
$498K +$9.9K +369 +2%
CWP
184
Cyndeo Wealth Partners
Florida
$496K +$14.6K +545 +3%
FPF
185
First Pacific Financial
Washington
$490K +$3.11K +116 +0.6%
EH
186
Equitable Holdings
New York
$490K +$170K +6,352 +53%
APW
187
Austin Private Wealth
Texas
$430K +$104K +3,876 +32%
DWM
188
Diversify Wealth Management
Utah
$419K +$135K +5,044 +47%
GLA
189
Great Lakes Advisors
Illinois
$415K +$415K +15,481 New
CWMA
190
Capstone Wealth Management (Alabama)
Alabama
$402K +$130K +4,847 +48%
NL
191
NWAM LLC
Washington
$399K +$168K +6,266 +73%
SAM
192
Smartleaf Asset Management
Massachusetts
$394K +$7.31K +274 +2%
LEFP
193
Leading Edge Financial Planning
Tennessee
$393K +$14.3K +533 +4%
APG
194
Abacus Planning Group
South Carolina
$393K +$105K +3,924 +37%
GHA
195
Granite Harbor Advisors
Texas
$386K
AF
196
Allworth Financial
California
$374K -$53.2K -1,982 -12%
VF
197
Vawter Financial
Ohio
$367K -$4.07M -151,774 -92%
AssetMark Inc
198
AssetMark Inc
California
$366K -$50.6K -1,887 -12%
Bank of America
199
Bank of America
North Carolina
$341K +$341K +12,708 New
KAM
200
Kraft Asset Management
Tennessee
$335K -$254K -9,484 -43%