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Dimensional Global Real Estate ETF
DFGR

38 hedge funds and large institutions have $167M invested in Dimensional Global Real Estate ETF in 2022 Q4 according to their latest regulatory filings, with 38 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

93.44% more ownership

Funds ownership: 0% → 93.44% (+93%)

Holders
38
Holders Change
+38
Holders Change %
–
% of All Funds
0.61%
Holding in Top 10
3
Holding in Top 10 Change
+3
Holding in Top 10 Change %
% of All Funds
0.05%
New
38
Increased
–
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FFM
Forum Financial Management
Illinois
+$91.8M
2
PFO
Pathstone Family Office
New Jersey
+$10.6M
3
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$4.93M
4
AWP
Abacus Wealth Partners
California
+$4.69M
5
Jane Street
Jane Street
New York
+$4.63M

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
FFM
1
Forum Financial Management
Illinois
$90.8M +$91.8M +3,722,160 New
Corient Private Wealth
2
Corient Private Wealth
Florida
$13.8M +$13.9M +564,121 New
PFO
3
Pathstone Family Office
New Jersey
$10.5M +$10.6M +429,816 New
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$4.88M +$4.93M +200,000 New
RA
5
RFG Advisory
Alabama
$4.85M +$4.45M +180,563 New
AWP
6
Abacus Wealth Partners
California
$4.64M +$4.69M +190,207 New
Jane Street
7
Jane Street
New York
$4.58M +$4.63M +187,840 New
LG
8
LAM Group
Oregon
$4.47M +$4.52M +183,130 New
Osaic Holdings
9
Osaic Holdings
Arizona
$3M +$3.03M +122,823 New
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$3M +$3.03M +122,778 New
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$2.85M +$2.88M +116,754 New
CHP
12
Cable Hill Partners
Oregon
$2.58M +$2.61M +105,921 New
FTUS
13
Flow Traders U.S.
New York
$2.57M +$2.6M +105,298 New
CPIG
14
Chicago Partners Investment Group
Illinois
$2.14M +$1.99M +80,589 New
RGF
15
Retirement Guys Formula
Ohio
$1.32M +$1.33M +53,972 New
ASI
16
Advisory Services & Investments
Oregon
$1.29M +$1.3M +52,712 New
OMC
17
Old Mission Capital
Illinois
$1.26M +$1.28M +51,792 New
SRC
18
Sage Rhino Capital
California
$1.22M +$1.24M +50,144 New
NCM
19
New Capital Management
Texas
$1.02M +$1.03M +41,674 New
CCA
20
Column Capital Advisors
Indiana
$978K +$989K +40,109 New
RCI
21
RS Crum Inc
California
$901K +$911K +36,920 New
TWA
22
TCI Wealth Advisors
Arizona
$577K +$584K +23,656 New
BJL
23
Brighton Jones LLC
Washington
$562K +$568K +23,032 New
CCA
24
Cravens & Co Advisors
Tennessee
$501K +$506K +20,518 New
KF
25
Krilogy Financial
Missouri
$465K +$470K +19,056 New
1
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DFGR Hedge Fund Activity: Q4 2022 in Review

38 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Dimensional Global Real Estate ETF (DFGR) for Q4 2022, worth a combined $167M.

Buyers outnumbered sellers: 38 funds opened new DFGR positions and 0 closed out — a net gain of 38 holders — while 0 added to existing stakes and 0 trimmed.

The largest buyer was Forum Financial Management, opening a new position worth an estimated $91.8M.

  • 38 institutional investors held Dimensional Global Real Estate ETF (DFGR) as of Q4 2022, up from 0 in Q3 2022.
  • Funds reported $167M of Dimensional Global Real Estate ETF stock for Q4 2022.
  • 38 funds opened new Dimensional Global Real Estate ETF positions in Q4 2022 and 0 closed out, a net change of +38 holders.
  • The largest Dimensional Global Real Estate ETF buyer in Q4 2022 was Forum Financial Management, an estimated $91.8M added.

Based on aggregated 13F filings for Q4 2022.