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Dimensional Global Real Estate ETF
DFGR

Overview Fund Activity

102 hedge funds and large institutions have $660M invested in Dimensional Global Real Estate ETF in 2023 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 71 increasing their positions, 8 reducing their positions, and 10 closing their positions.

Holders
102
Holders Change
+8
Holders Change %
+8.51%
% of All Funds
1.63%
Holding in Top 10
11
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+120%
% of All Funds
0.18%
New
18
Increased
71
Reduced
8
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FFM
1
Forum Financial Management
Illinois
$278M
2
JFG
2
JMG Financial Group
Illinois
$37.4M
3
LPL Financial
3
LPL Financial
California
$11.8M
4
PO
4
Private Ocean
California
$27.9M
5
AAP
5
Arax Advisory Partners
Colorado
$12.4M

Top Sellers

1
Jane Street
1
Jane Street
New York
$3.73M
2
CHP
2
Cable Hill Partners
Oregon
$757K
3
FPCG
3
Forum Private Client Group
Indiana
$0
4
VF
4
Vawter Financial
Ohio
$604K
5
CCA
5
Cravens & Co Advisors
Tennessee
$447K
Name Market Value Shares Shares
Change 		Shares
Change %
FFM
1
Forum Financial Management
Illinois
$278M 12,399,429 +1,827,421 +17%
Corient Private Wealth
2
Corient Private Wealth
Florida
$39.5M 1,761,257 +148,967 +9%
JFG
3
JMG Financial Group
Illinois
$37.4M 1,666,753 +749,491 +82%
PO
4
Private Ocean
California
$27.9M 1,243,882 +519,643 +72%
WFAG
5
Wescott Financial Advisory Group
Pennsylvania
$25.1M 1,122,224 +21,508 +2%
SC
6
Savant Capital
Illinois
$19.3M 862,097 +387,622 +82%
AAP
7
Arax Advisory Partners
Colorado
$12.4M 555,226 +510,046 +1,129%
BJL
8
Brighton Jones LLC
Washington
$12.3M 550,682 +168,867 +44%
LPL Financial
9
LPL Financial
California
$11.8M 526,011 +526,011 New
MFWP
10
Mosaic Family Wealth Partners
Missouri
$10.9M 486,349 +28,546 +6%
IWM
11
Integris Wealth Management
California
$10.2M 453,933 +453,933 New
RCI
12
RS Crum Inc
California
$10.1M 450,363 +42,913 +11%
PCI
13
Planning Center Inc
Illinois
$9.94M 443,487 +30,710 +7%
BSW
14
Buckingham Strategic Wealth
Missouri
$9.41M 420,044 +401,493 +2,164%
GWWM
15
Great Waters Wealth Management
Minnesota
$7.26M 329,712 +329,712 New
W
16
WPWealth
Texas
$6.81M 303,799 +128,339 +73%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$6.61M 295,116 +51,496 +21%
NCM
18
New Capital Management
Texas
$6.18M 275,575 +275,575 New
CCMI
19
Creative Capital Management Investments
California
$5.81M 259,208 +60,134 +30%
IFA
20
Index Fund Advisors
California
$4.95M 220,808 +143,388 +185%
FPAS
21
Focus Partners Advisor Solutions
Missouri
$4.83M 215,413 +204,750 +1,920%
ASI
22
Advisory Services & Investments
Oregon
$4.81M 214,724 +111,452 +108%
PFO
23
Pathstone Family Office
New Jersey
$4.69M 209,177 +1,702 +0.8%
RA
24
RFG Advisory
Alabama
$4.59M 205,023 +12,115 +6%
Wealth Enhancement Advisory Services
25
Wealth Enhancement Advisory Services
Minnesota
$4.44M 198,075 +198,075 New
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