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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 %
Jones Financial Companies
201
Jones Financial Companies
Missouri
– -$5.35K -214 Closed
National Bank of Canada
202
National Bank of Canada
Quebec, Canada
– -$3.11K -120 Closed
IC
203
Innealta Capital
Texas
– -$875 -35 Closed
BHWM
204
Beaird Harris Wealth Management
Texas
– -$61 -2 Closed
5 6 7 8
9