Dimensional Global Real Estate ETF
DFGR
158 hedge funds and large institutions have $1.16B invested in Dimensional Global Real Estate ETF in 2023 Q4 according to their latest regulatory filings, with 62 funds opening new positions, 77 increasing their positions, 17 reducing their positions, and 4 closing their positions.
2,820% more capital inflows, than outflows
Capital inflows: $374M | Capital outflows: $12.8M
1,450% more first-time investments, than exits
New positions opened: 62 | Existing positions closed: 4
353% more repeat investments, than reductions
Existing positions increased: 77 | Existing positions reduced: 17
91% more funds holding in top 10
Funds holding in top 10: 11 → 21 (+10)
53% more funds holding
Funds holding: 103 → 158 (+55)
27.52% more ownership
Funds ownership: 53.98% → 81.51% (+28%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Forum Financial Management
Lombard,
Illinois
|
+$36.1M |
| 2 |
Buckingham Strategic Wealth
Clayton,
Missouri
|
+$29.7M |
| 3 |
Quantum Financial Advisors
El Segundo,
California
|
+$20M |
| 4 |
Brighton Jones LLC
Seattle,
Washington
|
+$16.6M |
| 5 |
Savant Capital
Rockford,
Illinois
|
+$16.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
-$2.97M |
| 2 |
Alpha Financial Advisors
Charlotte,
North Carolina
|
-$2.68M |
| 3 |
RFG Advisory
Birmingham,
Alabama
|
-$1.7M |
| 4 |
Waypoint Wealth Partners
Mill Valley,
California
|
-$1.57M |
| 5 |
Krilogy Financial
St. Louis,
Missouri
|
-$1.17M |
DFGR Hedge Fund Activity: Q4 2023 in Review
158 of the 6,876 institutional investors tracked by Wall St. Rank reported a position in Dimensional Global Real Estate ETF (DFGR) for Q4 2023, worth a combined $1.16B — up 75% from $662M a quarter earlier.
Buyers outnumbered sellers: 62 funds opened new DFGR positions and 4 closed out — a net gain of 58 holders — while 77 added to existing stakes and 17 trimmed.
The largest buyer was Forum Financial Management, adding an estimated $36.1M. The largest seller was Osaic Holdings, cutting an estimated $2.97M.
- 158 institutional investors held Dimensional Global Real Estate ETF (DFGR) as of Q4 2023, up from 103 in Q3 2023.
- Funds reported $1.16B of Dimensional Global Real Estate ETF stock for Q4 2023, up 75% quarter-over-quarter.
- 62 funds opened new Dimensional Global Real Estate ETF positions in Q4 2023 and 4 closed out, a net change of +58 holders.
- The largest Dimensional Global Real Estate ETF buyer in Q4 2023 was Forum Financial Management, an estimated $36.1M added.
- The largest Dimensional Global Real Estate ETF seller in Q4 2023 was Osaic Holdings, an estimated $2.97M sold.
Based on aggregated 13F filings for Q4 2023.