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Dimensional Global Real Estate ETF

194 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, 109 increasing their positions, 51 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

145% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 11

114% more repeat investments, than reductions

Existing positions increased: 109 | Existing positions reduced: 51

23% more capital invested

Capital invested by funds: $1.33B → $1.63B (+$300M)

9% more funds holding in top 10

Funds holding in top 10: 2224 (+2)

7% more funds holding

Funds holding: 181194 (+13)

0.07% more ownership

Funds ownership: 75.93%76% (+0.07%)

Holders
194
Holders Change
+13
Holders Change %
+7.18%
% 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
0.34%
New
27
Increased
109
Reduced
51
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SPIA
176
Steward Partners Investment Advisory
New York
$38.2K -$58.6K -2,150 -62%
AWM
177
Aspire Wealth Management
Massachusetts
$36.1K
CT
178
Colonial Trust
South Carolina
$32.1K -$14.4K -528 -32%
MFT
179
Moisand Fitzgerald Tamayo
Florida
$26.8K +$3.79K +139 +18%
US Bancorp
180
US Bancorp
Minnesota
$25.8K
Fidelity Investments
181
Fidelity Investments
Massachusetts
$23K +$21.7K +797 New
Royal Bank of Canada
182
Royal Bank of Canada
Ontario, Canada
$20K +$11.6K +426 +151%
ACA
183
Aptus Capital Advisors
Alabama
$17.8K +$15.5K +570 +1,213%
Wells Fargo
184
Wells Fargo
California
$17.3K +$16.3K +599 New
CWP
185
Concord Wealth Partners
Virginia
$16K +$109 +4 +0.7%
VWWMG
186
Vermillion & White Wealth Management Group
Pennsylvania
$6.42K -$10.8K -395 -64%
Franklin Resources
187
Franklin Resources
California
$5.85K
EWP
188
Elevation Wealth Partners
California
$5.69K -$1.03K -38 -16%
SIS
189
Strategic Investment Solutions
Illinois
$4.35K +$27 +1 +0.7%
FCM
190
Fourpath Capital Management
Oklahoma
$4.1K +$3.87K +142 New
OSAM
191
O'Shaughnessy Asset Management
Connecticut
$3.91K +$3.79K +139 New
RWA
192
Redmont Wealth Advisors
Illinois
$3.69K +$3.49K +128 New
Comerica Bank
193
Comerica Bank
Texas
$3.35K -$409 -15 -11%
HFS
194
Hantz Financial Services
Michigan
$1K +$981 +36 New
EFP
195
Elser Financial Planning
Indiana
-$10.3M -412,426 Closed
FTUS
196
Flow Traders U.S.
New York
-$2.64M -105,763 Closed
TWD
197
True Wealth Design
Ohio
-$856K -34,247 Closed
Renaissance Technologies
198
Renaissance Technologies
New York
-$515K -20,600 Closed
WIM
199
Warwick Investment Management
Texas
-$202K -8,097 Closed
ATPW
200
Ashton Thomas Private Wealth
Arizona
-$24.6K -986 Closed

DFGR Hedge Fund Activity: Q3 2024 in Review

194 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Dimensional Global Real Estate ETF (DFGR) for Q3 2024, worth a combined $1.63B — up 23% from $1.33B a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new DFGR positions and 11 closed out — a net gain of 16 holders — while 109 added to existing stakes and 51 trimmed.

The largest buyer was Focus Partners Wealth, opening a new position worth an estimated $71.9M. The largest seller was Simplicity Wealth, cutting an estimated $12.8M.

  • 194 institutional investors held Dimensional Global Real Estate ETF (DFGR) as of Q3 2024, up from 181 in Q2 2024.
  • Funds reported $1.63B of Dimensional Global Real Estate ETF stock for Q3 2024, up 23% quarter-over-quarter.
  • 27 funds opened new Dimensional Global Real Estate ETF positions in Q3 2024 and 11 closed out, a net change of +16 holders.
  • The largest Dimensional Global Real Estate ETF buyer in Q3 2024 was Focus Partners Wealth, an estimated $71.9M added.
  • The largest Dimensional Global Real Estate ETF seller in Q3 2024 was Simplicity Wealth, an estimated $12.8M sold.

Based on aggregated 13F filings for Q3 2024.