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Dimensional Global Real Estate ETF
DFGR

181 hedge funds and large institutions have $1.33B invested in Dimensional Global Real Estate ETF in 2024 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 120 increasing their positions, 25 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

380% more repeat investments, than reductions

Existing positions increased: 120 | Existing positions reduced: 25

333% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 6

16% more funds holding in top 10

Funds holding in top 10: 19 → 22 (+3)

12% more funds holding

Funds holding: 161 → 181 (+20)

7% more capital invested

Capital invested by funds: $1.24B → $1.33B (+$92.3M)

1.19% less ownership

Funds ownership: 77.12% → 75.93% (-1.2%)

Holders
181
Holders Change
+20
Holders Change %
+12.42%
% of All Funds
2.61%
Holding in Top 10
22
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+15.79%
% of All Funds
0.32%
New
26
Increased
120
Reduced
25
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SC
Savant Capital
Illinois
+$18.7M
2
JFG
JMG Financial Group
Illinois
+$13M
3
SW
Simplicity Wealth
New Jersey
+$12.4M
4
BSW
Buckingham Strategic Wealth
Missouri
+$9.12M
5
BJL
Brighton Jones LLC
Washington
+$6.21M

Top Sellers

1
FFM
Forum Financial Management
Illinois
-$7.19M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$3.49M
3
Corient Private Wealth
Corient Private Wealth
Florida
-$2.85M
4
GOCP
Great Oak Capital Partners
Massachusetts
-$2.4M
5
OMC
Old Mission Capital
Illinois
-$2.09M
Name Holding Trade Value Shares
Change 		Change in
Stake
Comerica Bank
176
Comerica Bank
Texas
$3.27K +$25 +1 +0.8%
National Bank of Canada
177
National Bank of Canada
Quebec, Canada
$3.11K +$2.95K +120 New
ACA
178
Aptus Capital Advisors
Alabama
$1.18K – – –
IC
179
Innealta Capital
Texas
$875 +$861 +35 New
HFA
180
Hershey Financial Advisers
Pennsylvania
$175 +$172 +7 New
BHWM
181
Beaird Harris Wealth Management
Texas
$61 – – –
OMC
182
Old Mission Capital
Illinois
– -$2.09M -81,921 Closed
Susquehanna International Group
183
Susquehanna International Group
Pennsylvania
– -$695K -27,220 Closed
AP
184
Adero Partners
California
– -$459K -17,963 Closed
RWM
185
Rockwood Wealth Management
Pennsylvania
– -$314K -12,283 Closed
NL
186
NWAM LLC
Washington
– -$245K -9,961 Closed
Qube Research & Technologies (QRT)
187
Qube Research & Technologies (QRT)
United Kingdom
– -$205K -8,034 Closed
4 5 6 7
8

DFGR Hedge Fund Activity: Q2 2024 in Review

181 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Dimensional Global Real Estate ETF (DFGR) for Q2 2024, worth a combined $1.33B — up 7.5% from $1.24B a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new DFGR positions and 6 closed out — a net gain of 20 holders — while 120 added to existing stakes and 25 trimmed.

The largest buyer was Savant Capital, adding an estimated $18.7M. The largest seller was Forum Financial Management, cutting an estimated $7.19M.

  • 181 institutional investors held Dimensional Global Real Estate ETF (DFGR) as of Q2 2024, up from 161 in Q1 2024.
  • Funds reported $1.33B of Dimensional Global Real Estate ETF stock for Q2 2024, up 7.5% quarter-over-quarter.
  • 26 funds opened new Dimensional Global Real Estate ETF positions in Q2 2024 and 6 closed out, a net change of +20 holders.
  • The largest Dimensional Global Real Estate ETF buyer in Q2 2024 was Savant Capital, an estimated $18.7M added.
  • The largest Dimensional Global Real Estate ETF seller in Q2 2024 was Forum Financial Management, an estimated $7.19M sold.

Based on aggregated 13F filings for Q2 2024.