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Dimensional Global Real Estate ETF
DFGR

Overview Fund Activity

256 hedge funds and large institutions have $2.02B invested in Dimensional Global Real Estate ETF in 2025 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 159 increasing their positions, 64 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
256
Holders Change
+7
Holders Change %
+2.81%
% of All Funds
3.43%
Holding in Top 10
31
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-8.82%
% of All Funds
0.42%
New
20
Increased
159
Reduced
64
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SC
Savant Capital
Illinois
+$32.8M
2
RWM
Rockwood Wealth Management
Pennsylvania
+$9.38M
3
TWA
TCI Wealth Advisors
Arizona
+$8.44M
4
FFM
Forum Financial Management
Illinois
+$7.74M
5
VAS
Vestmark Advisory Solutions
Massachusetts
+$7.49M

Top Sellers

1
Corient Private Wealth
Corient Private Wealth
Florida
-$8.66M
2
VF
Vawter Financial
Ohio
-$4.07M
3
Mercer Global Advisors
Mercer Global Advisors
Colorado
-$3.07M
4
PCA
Prosperity Capital Advisors
Ohio
-$2.91M
5
Jane Street
Jane Street
New York
-$2.87M
Name Holding Trade Value Shares
Change 		Shares
Change %
USCWA
201
U.S. Capital Wealth Advisors
Texas
$333K +$67.8K +2,527 +26%
TWCA
202
Two West Capital Advisors
Kansas
$331K -$6.3K -231 -2%
Thrivent Financial for Lutherans
203
Thrivent Financial for Lutherans
Minnesota
$328K +$328K +12,231 New
D.E. Shaw & Co
204
D.E. Shaw & Co
New York
$318K -$85.9K -3,200 -21%
MFG
205
MidWestOne Financial Group
Iowa
$317K +$317K +11,800 New
IAG
206
Investmark Advisory Group
Connecticut
$310K -$53.5K -1,994 -15%
SIMC
207
Squire Investment Management Company
Utah
$308K +$22.7K +847 +8%
AWA
208
Acorn Wealth Advisors
Michigan
$299K +$25.2K +938 +9%
FOA
209
Five Oceans Advisors
California
$299K +$20.1K +748 +7%
CC
210
Copperleaf Capital
North Carolina
$289K +$27K +1,005 +10%
CPA
211
Capital Performance Advisors
California
$286K – – –
Cambridge Investment Research Advisors
212
Cambridge Investment Research Advisors
Iowa
$282K +$282K +10,509 New
GS
213
GTS Securities
New York
$281K +$281K +10,480 New
RCAG
214
Rehmann Capital Advisory Group
Michigan
$281K -$3.41K -127 -1%
Brown Advisory
215
Brown Advisory
Maryland
$280K – – –
GFA
216
Grunden Financial Advisory
Texas
$280K +$27.3K +1,019 +11%
VI
217
VanderPol Investments
Michigan
$265K +$12.4K +463 +5%
W
218
WorthPointe
California
$262K -$312K -11,626 -54%
GJIA
219
Glass Jacobson Investment Advisors
Maryland
$241K +$19.1K +711 +9%
Raymond James Financial
220
Raymond James Financial
Florida
$232K -$759K -28,277 -77%
SFS
221
Security Financial Services
Indiana
$228K +$4.62K +172 +2%
LOPW
222
Live Oak Private Wealth
North Carolina
$228K +$228K +8,507 New
VFP
223
Vested Financial Planning
California
$227K -$1.02K -38 -0.4%
DWM
224
Dopkins Wealth Management
New York
$223K +$223K +8,329 New
IA
225
IFG Advisors
Missouri
$217K +$2.74K +102 +1%
7 8
9
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