Dimensional Global Real Estate ETF
DFGR
68 hedge funds and large institutions have $263M invested in Dimensional Global Real Estate ETF in 2023 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 29 increasing their positions, 3 reducing their positions, and 4 closing their positions.
867% more repeat investments, than reductions
Existing positions increased: 29 | Existing positions reduced: 3
750% more first-time investments, than exits
New positions opened: 34 | Existing positions closed: 4
79% more funds holding
Funds holding: 38 → 68 (+30)
57% more capital invested
Capital invested by funds: $167M → $263M (+$95.7M)
33% more funds holding in top 10
Funds holding in top 10: 3 → 4 (+1)
16.76% less ownership
Funds ownership: 93.44% → 76.68% (-17%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FFM
Forum Financial Management
Lombard,
Illinois
|
+$19.4M |
| 2 |
Corient Private Wealth
Miami,
Florida
|
+$16.1M |
| 3 |
JFG
JMG Financial Group
Downers Grove,
Illinois
|
+$12M |
| 4 |
MFWP
Mosaic Family Wealth Partners
St. Louis,
Missouri
|
+$10.4M |
| 5 |
RCI
RS Crum Inc
Newport Beach,
California
|
+$7.64M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PFO
Pathstone Family Office
Englewood,
New Jersey
|
-$5.2M |
| 2 |
Dimensional Fund Advisors
Austin,
Texas
|
-$4.88M |
| 3 |
AWP
Abacus Wealth Partners
Santa Monica,
California
|
-$4.64M |
| 4 |
FTUS
Flow Traders U.S.
New York
|
-$1.89M |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$421K |
DFGR Hedge Fund Activity: Q1 2023 in Review
68 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Dimensional Global Real Estate ETF (DFGR) for Q1 2023, worth a combined $263M — up 57% from $167M a quarter earlier.
Buyers outnumbered sellers: 34 funds opened new DFGR positions and 4 closed out — a net gain of 30 holders — while 29 added to existing stakes and 3 trimmed.
The largest buyer was Forum Financial Management, adding an estimated $19.4M. The largest seller was Pathstone Family Office, cutting an estimated $5.2M.
- 68 institutional investors held Dimensional Global Real Estate ETF (DFGR) as of Q1 2023, up from 38 in Q4 2022.
- Funds reported $263M of Dimensional Global Real Estate ETF stock for Q1 2023, up 57% quarter-over-quarter.
- 34 funds opened new Dimensional Global Real Estate ETF positions in Q1 2023 and 4 closed out, a net change of +30 holders.
- The largest Dimensional Global Real Estate ETF buyer in Q1 2023 was Forum Financial Management, an estimated $19.4M added.
- The largest Dimensional Global Real Estate ETF seller in Q1 2023 was Pathstone Family Office, an estimated $5.2M sold.
Based on aggregated 13F filings for Q1 2023.