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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
PAS
201
Park Avenue Securities
New York
$250K +$268K +9,769 New
CC
202
Copperleaf Capital
North Carolina
$246K +$28.6K +1,041 +12%
AWA
203
Acorn Wealth Advisors
Michigan
$245K +$263K +9,600 New
NL
204
NWAM LLC
Washington
$245K +$5.68K +207 +2%
VFP
205
Vested Financial Planning
California
$228K +$245K +8,943 New
CWMA
206
Capstone Wealth Management (Alabama)
Alabama
$225K +$242K +8,827 New
MEG
207
Millstone Evans Group
Colorado
$223K +$240K +8,727 New
APG
208
Abacus Planning Group
South Carolina
$222K +$239K +8,691 New
GJIA
209
Glass Jacobson Investment Advisors
Maryland
$212K +$9.41K +343 +4%
FPF
210
First Pacific Financial
Washington
$200K -$5.71K -208 -3%
Carson Wealth (CWM LLC)
211
Carson Wealth (CWM LLC)
Nebraska
$174K -$82.1K -2,993 -31%
Citigroup
212
Citigroup
New York
$136K +$82.6K +3,009 +130%
Wells Fargo
213
Wells Fargo
California
$134K +$127K +4,638 +774%
MCM
214
MAI Capital Management
Ohio
$134K +$144K +5,237 New
RPA
215
Redwood Park Advisors
California
$125K +$134K +4,883 New
IA
216
IFP Advisors
Florida
$89K +$8.92K +325 +10%
RLIM
217
Red Lighthouse Investment Management
New York
$79.5K +$18.9K +690 +28%
SPIA
218
Steward Partners Investment Advisory
New York
$54.3K +$22K +800 +60%
PTC
219
Private Trust Company
Ohio
$51.1K +$54.9K +2,000 New
Fidelity Investments
220
Fidelity Investments
Massachusetts
$45.5K +$27K +985 +124%
LFG
221
Larson Financial Group
Missouri
$40.1K -$6.31K -230 -13%
HNB
222
Huntington National Bank
Ohio
$38K – – –
CIBC Private Wealth Group
223
CIBC Private Wealth Group
Georgia
$36K +$39.1K +1,426 New
CT
224
Colonial Trust
South Carolina
$28.5K – – –
MFT
225
Moisand Fitzgerald Tamayo
Florida
$25.1K +$1.48K +54 +6%
7 8
9
10 11

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.