DFGR icon

Dimensional Global Real Estate ETF

67 hedge funds and large institutions have $262M invested in Dimensional Global Real Estate ETF in 2023 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 29 increasing their positions, 3 reducing their positions, and 4 closing their positions.

Holders
67
Holders Change
+29
Holders Change %
+76.32%
% of All Funds
1.07%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
33
Increased
29
Reduced
3
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
FFM
1
Forum Financial Management
Illinois
$110M 4,491,343 +769,183 +21%
Corient Private Wealth
2
Corient Private Wealth
Florida
$29.5M 1,202,428 +638,307 +113%
JFG
3
JMG Financial Group
Illinois
$11.7M 475,197 +475,197 New
MFWP
4
Mosaic Family Wealth Partners
Missouri
$10.1M 410,903 +410,903 New
RCI
5
RS Crum Inc
California
$8.33M 339,215 +302,295 +819%
Jane Street
6
Jane Street
New York
$6.73M 274,029 +86,189 +46%
CHP
7
Cable Hill Partners
Oregon
$5.9M 240,219 +134,298 +127%
PFO
8
Pathstone Family Office
New Jersey
$5.5M 223,854 -205,962 -48%
LG
9
LAM Group
Oregon
$4.83M 196,695 +13,565 +7%
RA
10
RFG Advisory
Alabama
$4.81M 196,095 +15,532 +9%
CCMI
11
Creative Capital Management Investments
California
$4.07M 165,749 +165,749 New
WWP
12
Waypoint Wealth Partners
California
$3.96M 161,392 +161,392 New
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$3.58M 146,020 +23,242 +19%
Osaic Holdings
14
Osaic Holdings
Arizona
$3.48M 141,575 +18,752 +15%
PO
15
Private Ocean
California
$2.94M 119,807 +119,807 New
SC
16
Savant Capital
Illinois
$2.88M 117,278 +117,278 New
NCM
17
New Capital Management
Texas
$2.54M 103,591 +61,917 +149%
W
18
WPWealth
Texas
$2.52M 102,608 +102,608 New
BJL
19
Brighton Jones LLC
Washington
$2.22M 90,299 +67,267 +292%
AF
20
Advisornet Financial
Minnesota
$2.09M 85,149 +85,149 New
CPIG
21
Chicago Partners Investment Group
Illinois
$1.94M 78,773 -1,816 -2%
KF
22
Krilogy Financial
Missouri
$1.84M 75,020 +55,964 +294%
ASI
23
Advisory Services & Investments
Oregon
$1.79M 73,049 +20,337 +39%
Susquehanna International Group
24
Susquehanna International Group
Pennsylvania
$1.63M 66,309 +66,309 New
VAS
25
Vestmark Advisory Solutions
Massachusetts
$1.39M 56,471 +56,471 New