We are live on ! Find out more
DFGR icon

Dimensional Global Real Estate ETF
DFGR

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: 27 → 34 (+7)

12% more capital invested

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

3% more funds holding

Funds holding: 243 → 250 (+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
–

Top Buyers

Rank Fund Capital Flow
1
LFA
LifeGuide Financial Advisors
Pennsylvania
+$54.6M
2
SC
Savant Capital
Illinois
+$22.7M
3
JFG
JMG Financial Group
Illinois
+$20.9M
4
TWA
TCI Wealth Advisors
Arizona
+$7.31M
5
FFM
Forum Financial Management
Illinois
+$5.71M

Top Sellers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
-$16.4M
2
Corient Private Wealth
Corient Private Wealth
Florida
-$12.9M
3
EFP
Elser Financial Planning
Indiana
-$10.8M
4
RCI
RS Crum Inc
California
-$3.36M
5
BPA
Beacon Pointe Advisors
California
-$3.15M
Name Holding Trade Value Shares
Change 		Change in
Stake
SIMC
201
Squire Investment Management Company
Utah
$279K +$277K +10,628 New
DWM
202
Diversify Wealth Management
Utah
$278K +$277K +10,645 New
RCAG
203
Rehmann Capital Advisory Group
Michigan
$278K +$10.6K +407 +4%
PS
204
Principal Securities
Iowa
$277K – – –
Brown Advisory
205
Brown Advisory
Maryland
$274K +$272K +10,439 New
FOA
206
Five Oceans Advisors
California
$273K +$26 +1 +0%
AWA
207
Acorn Wealth Advisors
Michigan
$268K +$16.1K +616 +6%
CWMA
208
Capstone Wealth Management (Alabama)
Alabama
$267K +$34.6K +1,327 +15%
Susquehanna International Group
209
Susquehanna International Group
Pennsylvania
$260K +$258K +9,908 New
USCWA
210
U.S. Capital Wealth Advisors
Texas
$260K – – –
CC
211
Copperleaf Capital
North Carolina
$256K +$3.21K +123 +1%
VI
212
VanderPol Investments
Michigan
$248K +$246K +9,428 New
GFA
213
Grunden Financial Advisory
Texas
$247K -$44.8K -1,721 -15%
MEG
214
Millstone Evans Group
Colorado
$232K +$2.63K +101 +1%
NL
215
NWAM LLC
Washington
$226K -$26.1K -1,001 -10%
VFP
216
Vested Financial Planning
California
$223K -$12K -459 -5%
SFS
217
Security Financial Services
Indiana
$219K +$217K +8,344 New
GJIA
218
Glass Jacobson Investment Advisors
Maryland
$212K – – –
IA
219
IFG Advisors
Missouri
$210K +$209K +8,002 New
Morgan Stanley
220
Morgan Stanley
New York
$176K -$222K -8,500 -56%
Citigroup
221
Citigroup
New York
$175K +$35K +1,345 +25%
IA
222
IFP Advisors
Florida
$138K +$46K +1,767 +51%
MCM
223
MAI Capital Management
Ohio
$138K – – –
Carson Wealth (CWM LLC)
224
Carson Wealth (CWM LLC)
Nebraska
$133K -$45.6K -1,748 -26%
Fidelity Investments
225
Fidelity Investments
Massachusetts
$61.8K +$14.9K +570 +32%
7 8
9
10 11

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.