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Dimensional Global Real Estate ETF
DFGR

279 hedge funds and large institutions have $2.2B invested in Dimensional Global Real Estate ETF in 2025 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 184 increasing their positions, 47 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

291% more repeat investments, than reductions

Existing positions increased: 184 | Existing positions reduced: 47

162% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 13

8% more capital invested

Capital invested by funds: $2.04B → $2.2B (+$153M)

6% more funds holding

Funds holding: 262 → 279 (+17)

1.11% less ownership

Funds ownership: 81.02% → 79.91% (-1.1%)

6% less funds holding in top 10

Funds holding in top 10: 32 → 30 (-2)

Holders
279
Holders Change
+17
Holders Change %
+6.49%
% of All Funds
3.66%
Holding in Top 10
30
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-6.25%
% of All Funds
0.39%
New
34
Increased
184
Reduced
47
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SC
Savant Capital
Illinois
+$27.6M
2
FFM
Forum Financial Management
Illinois
+$25.3M
3
BPA
Beacon Pointe Advisors
California
+$17.2M
4
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$9.96M
5
JFG
JMG Financial Group
Illinois
+$9.71M

Top Sellers

1
AAP
Arax Advisory Partners
Colorado
-$17.6M
2
Corient Private Wealth
Corient Private Wealth
Florida
-$10.5M
3
Jane Street
Jane Street
New York
-$7.51M
4
VAS
Vestmark Advisory Solutions
Massachusetts
-$6.2M
5
AA
Armis Advisers
Georgia
-$5.63M
Name Holding Trade Value Shares
Change 		Change in
Stake
LEFP
201
Leading Edge Financial Planning
Tennessee
$427K +$26.8K +988 +7%
BCM
202
Brookstone Capital Management
Illinois
$426K +$423K +15,614 New
APG
203
Abacus Planning Group
South Carolina
$420K +$19.4K +718 +5%
NL
204
NWAM LLC
Washington
$418K +$6.53K +241 +2%
Raymond James Financial
205
Raymond James Financial
Florida
$408K +$170K +6,282 +72%
AWA
206
Acorn Wealth Advisors
Michigan
$406K +$101K +3,712 +33%
SAM
207
Smartleaf Asset Management
Massachusetts
$395K -$5.33K -197 -1%
D.E. Shaw & Co
208
D.E. Shaw & Co
New York
$391K +$66.8K +2,468 +21%
AssetMark Inc
209
AssetMark Inc
California
$382K +$8.72K +322 +2%
W
210
WorthPointe
California
$373K +$106K +3,922 +40%
USCWA
211
U.S. Capital Wealth Advisors
Texas
$362K +$22.6K +835 +7%
VI
212
VanderPol Investments
Michigan
$354K +$77.5K +2,862 +29%
LOPW
213
Live Oak Private Wealth
North Carolina
$353K +$119K +4,401 +52%
TWCA
214
Two West Capital Advisors
Kansas
$352K +$14.4K +531 +4%
CC
215
Copperleaf Capital
North Carolina
$346K +$51.6K +1,907 +18%
IA
216
IFP Advisors
Florida
$342K +$195K +7,206 +136%
FOA
217
Five Oceans Advisors
California
$341K +$36.3K +1,342 +12%
MFG
218
MidWestOne Financial Group
Iowa
$322K – – –
IAG
219
Investmark Advisory Group
Connecticut
$321K +$5.74K +212 +2%
SIMC
220
Squire Investment Management Company
Utah
$318K +$4.68K +173 +2%
Cambridge Investment Research Advisors
221
Cambridge Investment Research Advisors
Iowa
$313K +$25.4K +938 +9%
GFA
222
Grunden Financial Advisory
Texas
$306K +$20.7K +765 +7%
HighTower Advisors
223
HighTower Advisors
Illinois
$297K +$294K +10,857 New
CPA
224
Capital Performance Advisors
California
$293K +$2K +74 +0.7%
SW
225
Simplicity Wealth
New Jersey
$292K -$279K -10,308 -49%
7 8
9
10 11

DFGR Hedge Fund Activity: Q3 2025 in Review

279 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Dimensional Global Real Estate ETF (DFGR) for Q3 2025, worth a combined $2.2B — up 7.5% from $2.04B a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new DFGR positions and 13 closed out — a net gain of 21 holders — while 184 added to existing stakes and 47 trimmed.

The largest buyer was Savant Capital, adding an estimated $27.6M. The largest seller was Arax Advisory Partners, exiting entirely with an estimated $17.6M sold.

  • 279 institutional investors held Dimensional Global Real Estate ETF (DFGR) as of Q3 2025, up from 262 in Q2 2025.
  • Funds reported $2.2B of Dimensional Global Real Estate ETF stock for Q3 2025, up 7.5% quarter-over-quarter.
  • 34 funds opened new Dimensional Global Real Estate ETF positions in Q3 2025 and 13 closed out, a net change of +21 holders.
  • The largest Dimensional Global Real Estate ETF buyer in Q3 2025 was Savant Capital, an estimated $27.6M added.
  • The largest Dimensional Global Real Estate ETF seller in Q3 2025 was Arax Advisory Partners, an estimated $17.6M sold.

Based on aggregated 13F filings for Q3 2025.