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Dimensional Global Real Estate ETF
DFGR

243 hedge funds and large institutions have $1.68B invested in Dimensional Global Real Estate ETF in 2024 Q4 according to their latest regulatory filings, with 60 funds opening new positions, 148 increasing their positions, 31 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

650% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 8

377% more repeat investments, than reductions

Existing positions increased: 148 | Existing positions reduced: 31

25% more funds holding

Funds holding: 194 → 243 (+49)

13% more funds holding in top 10

Funds holding in top 10: 24 → 27 (+3)

4.67% more ownership

Funds ownership: 76% → 80.67% (+4.7%)

3% more capital invested

Capital invested by funds: $1.63B → $1.68B (+$49.6M)

Holders
243
Holders Change
+49
Holders Change %
+25.26%
% of All Funds
3.2%
Holding in Top 10
27
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+12.5%
% of All Funds
0.36%
New
60
Increased
148
Reduced
31
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SC
Savant Capital
Illinois
+$23M
2
Jane Street
Jane Street
New York
+$16.3M
3
JFG
JMG Financial Group
Illinois
+$14.4M
4
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$11.8M
5
EFP
Elser Financial Planning
Indiana
+$11.6M

Top Sellers

1
Corient Private Wealth
Corient Private Wealth
Florida
-$7.16M
2
FIS
Fischer Investment Strategies
California
-$3.96M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$3.24M
4
FFM
Forum Financial Management
Illinois
-$1.43M
5
SW
Simplicity Wealth
New Jersey
-$967K
Name Holding Trade Value Shares
Change 		Change in
Stake
DWA
176
Delap Wealth Advisory
Oregon
$457K +$107K +3,895 +28%
WAP
177
Wealthcare Advisory Partners
Pennsylvania
$425K +$110K +4,023 +32%
HWM
178
Hemington Wealth Management
Virginia
$416K +$143K +5,215 +47%
AssetMark Inc
179
AssetMark Inc
California
$403K -$87.8K -3,198 -17%
WAN
180
Wealth Advisors Northwest
Oregon
$398K +$428K +15,595 New
Morgan Stanley
181
Morgan Stanley
New York
$388K +$50.3K +1,831 +14%
CWP
182
Cyndeo Wealth Partners
Florida
$387K +$16.2K +591 +4%
HCM
183
Hutchinson Capital Management
California
$384K +$412K +15,026 New
IAG
184
Investmark Advisory Group
Connecticut
$372K +$22.1K +807 +6%
KAM
185
Kraft Asset Management
Tennessee
$370K +$402K +14,635 New
GHA
186
Granite Harbor Advisors
Texas
$367K -$20.9K -761 -5%
SAM
187
Smartleaf Asset Management
Massachusetts
$365K +$15.1K +551 +4%
SC
188
Shearwater Capital
Colorado
$357K +$38.6K +1,405 +11%
CWM
189
Core Wealth Management
Florida
$355K +$8.01K +292 +2%
LEFP
190
Leading Edge Financial Planning
Tennessee
$353K -$11.8K -430 -3%
D.E. Shaw & Co
191
D.E. Shaw & Co
New York
$312K +$139K +5,071 +71%
DWM
192
Daner Wealth Management
Georgia
$287K +$303K +11,044 New
GFA
193
Grunden Financial Advisory
Texas
$284K +$113K +4,112 +59%
PS
194
Principal Securities
Iowa
$277K -$3.24K -118 -1%
CPA
195
Capital Performance Advisors
California
$272K +$7.68K +280 +3%
FOA
196
Five Oceans Advisors
California
$266K +$1.46K +53 +0.5%
EH
197
Equitable Holdings
New York
$261K +$35.5K +1,294 +14%
TWCA
198
Two West Capital Advisors
Kansas
$260K +$47.1K +1,717 +20%
RCAG
199
Rehmann Capital Advisory Group
Michigan
$260K +$31.8K +1,157 +13%
USCWA
200
U.S. Capital Wealth Advisors
Texas
$252K +$5.38K +196 +2%
6 7
8
9 10

DFGR Hedge Fund Activity: Q4 2024 in Review

243 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Dimensional Global Real Estate ETF (DFGR) for Q4 2024, worth a combined $1.68B — up 3% from $1.63B a quarter earlier.

Buyers outnumbered sellers: 60 funds opened new DFGR positions and 8 closed out — a net gain of 52 holders — while 148 added to existing stakes and 31 trimmed.

The largest buyer was Savant Capital, adding an estimated $23M. The largest seller was Corient Private Wealth, cutting an estimated $7.16M.

  • 243 institutional investors held Dimensional Global Real Estate ETF (DFGR) as of Q4 2024, up from 194 in Q3 2024.
  • Funds reported $1.68B of Dimensional Global Real Estate ETF stock for Q4 2024, up 3% quarter-over-quarter.
  • 60 funds opened new Dimensional Global Real Estate ETF positions in Q4 2024 and 8 closed out, a net change of +52 holders.
  • The largest Dimensional Global Real Estate ETF buyer in Q4 2024 was Savant Capital, an estimated $23M added.
  • The largest Dimensional Global Real Estate ETF seller in Q4 2024 was Corient Private Wealth, an estimated $7.16M sold.

Based on aggregated 13F filings for Q4 2024.