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Dimensional Global Real Estate ETF
DFGR

Overview Fund Activity

249 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, 150 increasing their positions, 60 reducing their positions, and 14 closing their positions.

Holders
249
Holders Change
+7
Holders Change %
+2.89%
% of All Funds
3.38%
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
150
Reduced
60
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LFA
1
LifeGuide Financial Advisors
Pennsylvania
$55M
2
SC
2
Savant Capital
Illinois
$144M
3
JFG
3
JMG Financial Group
Illinois
$126M
4
TWA
4
TCI Wealth Advisors
Arizona
$42.5M
5
FFM
5
Forum Financial Management
Illinois
$374M

Top Sellers

1
Jane Street
1
Jane Street
New York
$12.6M
2
Corient Private Wealth
2
Corient Private Wealth
Florida
$33.9M
3
EFP
3
Elser Financial Planning
Indiana
$0
4
RCI
4
RS Crum Inc
California
$17.9M
5
BPA
5
Beacon Pointe Advisors
California
$1.49M
Name Holding Trade Value Shares
Change 		Shares
Change %
DWM
201
Diversify Wealth Management
Utah
$278K +$278K +10,645 New
RCAG
202
Rehmann Capital Advisory Group
Michigan
$278K +$10.7K +407 +4%
PS
203
Principal Securities
Iowa
$277K – – –
Brown Advisory
204
Brown Advisory
Maryland
$274K +$274K +10,439 New
FOA
205
Five Oceans Advisors
California
$273K +$26 +1 +0%
AWA
206
Acorn Wealth Advisors
Michigan
$268K +$16.2K +616 +6%
CWMA
207
Capstone Wealth Management (Alabama)
Alabama
$267K +$34.8K +1,327 +15%
Susquehanna International Group
208
Susquehanna International Group
Pennsylvania
$260K +$260K +9,908 New
USCWA
209
U.S. Capital Wealth Advisors
Texas
$260K – – –
CC
210
Copperleaf Capital
North Carolina
$256K +$3.23K +123 +1%
VI
211
VanderPol Investments
Michigan
$248K +$248K +9,428 New
GFA
212
Grunden Financial Advisory
Texas
$247K -$45.2K -1,721 -15%
MEG
213
Millstone Evans Group
Colorado
$232K +$2.65K +101 +1%
NL
214
NWAM LLC
Washington
$226K -$26.3K -1,001 -10%
VFP
215
Vested Financial Planning
California
$223K -$12.1K -459 -5%
SFS
216
Security Financial Services
Indiana
$219K +$219K +8,344 New
GJIA
217
Glass Jacobson Investment Advisors
Maryland
$212K – – –
IA
218
IFG Advisors
Missouri
$210K +$210K +8,002 New
Morgan Stanley
219
Morgan Stanley
New York
$176K -$223K -8,500 -56%
Citigroup
220
Citigroup
New York
$175K +$35.3K +1,345 +25%
IA
221
IFP Advisors
Florida
$138K +$46.4K +1,767 +51%
MCM
222
MAI Capital Management
Ohio
$138K – – –
Carson Wealth (CWM LLC)
223
Carson Wealth (CWM LLC)
Nebraska
$133K -$46K -1,748 -26%
Fidelity Investments
224
Fidelity Investments
Massachusetts
$61.8K +$15K +570 +32%
RLIM
225
Red Lighthouse Investment Management
New York
$60.6K -$18.9K -741 -24%
7 8
9
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