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Dimensional Global Real Estate ETF
DFGR

Overview Fund Activity

193 hedge funds and large institutions have $1.63B invested in Dimensional Global Real Estate ETF in 2024 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 108 increasing their positions, 51 reducing their positions, and 11 closing their positions.

Holders
193
Holders Change
+13
Holders Change %
+7.22%
% of All Funds
2.79%
Holding in Top 10
24
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+9.09%
% of All Funds
0.35%
New
27
Increased
108
Reduced
51
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Focus Partners Wealth
1
Focus Partners Wealth
Massachusetts
$76.2M
2
WANY
2
Wealthspire Advisors (New York)
New York
$62.7M
3
SC
3
Savant Capital
Illinois
$107M
4
FPAS
4
Focus Partners Advisor Solutions
Missouri
$26.7M
5
JFG
5
JMG Financial Group
Illinois
$100M

Top Sellers

1
SW
1
Simplicity Wealth
New Jersey
$967K
2
MFWP
2
Mosaic Family Wealth Partners
Missouri
$5.26M
3
EFP
3
Elser Financial Planning
Indiana
$0
4
SIM
4
Stratos Investment Management
Ohio
$208K
5
Financial Engines Advisors
5
Financial Engines Advisors
California
$6.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
176
Aspire Wealth Management
Massachusetts
$36.1K – – –
CT
177
Colonial Trust
South Carolina
$32.2K -$15.2K -528 -32%
MFT
178
Moisand Fitzgerald Tamayo
Florida
$26.8K +$4.01K +139 +18%
US Bancorp
179
US Bancorp
Minnesota
$25.8K – – –
Fidelity Investments
180
Fidelity Investments
Massachusetts
$23K +$23K +797 New
Royal Bank of Canada
181
Royal Bank of Canada
Ontario, Canada
$20K +$12K +426 +151%
ACA
182
Aptus Capital Advisors
Alabama
$17.8K +$16.5K +570 +1,213%
Wells Fargo
183
Wells Fargo
California
$17.3K +$17.3K +599 New
CWP
184
Concord Wealth Partners
Virginia
$16K +$115 +4 +0.7%
VWWMG
185
Vermillion & White Wealth Management Group
Pennsylvania
$6.42K -$11.4K -395 -64%
Franklin Resources
186
Franklin Resources
California
$5.85K – – –
EWP
187
Elevation Wealth Partners
California
$5.69K -$1.1K -38 -16%
SIS
188
Strategic Investment Solutions
Illinois
$4.35K +$29 +1 +0.7%
FCM
189
Fourpath Capital Management
Oklahoma
$4.1K +$4.1K +142 New
OSAM
190
O'Shaughnessy Asset Management
Connecticut
$3.91K +$3.91K +139 New
RWA
191
Redmont Wealth Advisors
Illinois
$3.69K +$3.69K +128 New
Comerica Bank
192
Comerica Bank
Texas
$3.35K -$433 -15 -11%
HFS
193
Hantz Financial Services
Michigan
$1K +$1K +36 New
EFP
194
Elser Financial Planning
Indiana
– -$10.3M -412,426 Closed
FTUS
195
Flow Traders U.S.
New York
– -$2.64M -105,763 Closed
TWD
196
True Wealth Design
Ohio
– -$856K -34,247 Closed
Renaissance Technologies
197
Renaissance Technologies
New York
– -$515K -20,600 Closed
WIM
198
Warwick Investment Management
Texas
– -$202K -8,097 Closed
ATPW
199
Ashton Thomas Private Wealth
Arizona
– -$24.6K -986 Closed
Bank of America
200
Bank of America
North Carolina
– -$21.1K -843 Closed
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