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Dimensional Global Real Estate ETF

250 hedge funds and large institutions have $1.87B invested in Dimensional Global Real Estate ETF in 2025 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 151 increasing their positions, 60 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

152% more repeat investments, than reductions

Existing positions increased: 151 | Existing positions reduced: 60

71% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 14

26% more funds holding in top 10

Funds holding in top 10: 2734 (+7)

12% more capital invested

Capital invested by funds: $1.68B → $1.87B (+$195M)

3% more funds holding

Funds holding: 243250 (+7)

0.8% less ownership

Funds ownership: 80.67%79.88% (-0.8%)

Holders
250
Holders Change
+7
Holders Change %
+2.88%
% of All Funds
3.35%
Holding in Top 10
34
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+25.93%
% of All Funds
0.46%
New
24
Increased
151
Reduced
60
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IA
176
IFG Advisory
Georgia
$583K +$8.83K +339 +2%
KAM
177
Kraft Asset Management
Tennessee
$577K +$191K +7,338 +50%
W
178
WorthPointe
California
$561K +$3.78K +145 +0.7%
CWM
179
Core Wealth Management
Florida
$525K +$159K +6,103 +44%
MWM
180
Mission Wealth Management
California
$512K -$43.4K -1,667 -8%
DWA
181
Delap Wealth Advisory
Oregon
$503K +$32.7K +1,253 +7%
JTWM
182
Jackson Thornton Wealth Management
Alabama
$483K -$651 -25 -0.1%
CFO
183
Collective Family Office
Pennsylvania
$477K -$1.2K -46 -0.3%
FPF
184
First Pacific Financial
Washington
$477K +$269K +10,337 +132%
CWP
185
Cyndeo Wealth Partners
Florida
$471K +$73K +2,801 +18%
AF
186
Allworth Financial
California
$412K -$66.3K -2,545 -14%
AssetMark Inc
187
AssetMark Inc
California
$408K -$6.64K -255 -2%
HCM
188
Hutchinson Capital Management
California
$401K +$6.18K +237 +2%
D.E. Shaw & Co
189
D.E. Shaw & Co
New York
$395K +$74.4K +2,855 +23%
SC
190
Shearwater Capital
Colorado
$381K +$13.8K +529 +4%
GHA
191
Granite Harbor Advisors
Texas
$378K
SAM
192
Smartleaf Asset Management
Massachusetts
$378K +$2.71K +104 +0.7%
LEFP
193
Leading Edge Financial Planning
Tennessee
$371K +$8.39K +322 +2%
IAG
194
Investmark Advisory Group
Connecticut
$356K -$26.6K -1,020 -7%
SAI
195
Savvy Advisors Inc
New York
$355K +$352K +13,506 New
APW
196
Austin Private Wealth
Texas
$319K +$317K +12,157 New
EH
197
Equitable Holdings
New York
$313K +$44K +1,687 +16%
TWCA
198
Two West Capital Advisors
Kansas
$306K +$57K +2,187 +21%
APG
199
Abacus Planning Group
South Carolina
$282K +$53K +2,032 +23%
CPA
200
Capital Performance Advisors
California
$280K

DFGR Hedge Fund Activity: Q1 2025 in Review

250 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Dimensional Global Real Estate ETF (DFGR) for Q1 2025, worth a combined $1.87B — up 12% from $1.68B a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new DFGR positions and 14 closed out — a net gain of 10 holders — while 151 added to existing stakes and 60 trimmed.

The largest buyer was LifeGuide Financial Advisors, opening a new position worth an estimated $54.6M. The largest seller was Jane Street, cutting an estimated $16.4M.

  • 250 institutional investors held Dimensional Global Real Estate ETF (DFGR) as of Q1 2025, up from 243 in Q4 2024.
  • Funds reported $1.87B of Dimensional Global Real Estate ETF stock for Q1 2025, up 12% quarter-over-quarter.
  • 24 funds opened new Dimensional Global Real Estate ETF positions in Q1 2025 and 14 closed out, a net change of +10 holders.
  • The largest Dimensional Global Real Estate ETF buyer in Q1 2025 was LifeGuide Financial Advisors, an estimated $54.6M added.
  • The largest Dimensional Global Real Estate ETF seller in Q1 2025 was Jane Street, an estimated $16.4M sold.

Based on aggregated 13F filings for Q1 2025.