We are live on ! Find out more
DFGR icon

Dimensional Global Real Estate ETF

161 hedge funds and large institutions have $1.24B invested in Dimensional Global Real Estate ETF in 2024 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 114 increasing their positions, 23 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

396% more repeat investments, than reductions

Existing positions increased: 114 | Existing positions reduced: 23

50% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 10

7% more capital invested

Capital invested by funds: $1.16B → $1.24B (+$78.2M)

2% more funds holding

Funds holding: 158161 (+3)

4.4% less ownership

Funds ownership: 81.52%77.12% (-4.4%)

10% less funds holding in top 10

Funds holding in top 10: 2119 (-2)

Holders
161
Holders Change
+3
Holders Change %
+1.9%
% of All Funds
2.32%
Holding in Top 10
19
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-9.52%
% of All Funds
0.27%
New
15
Increased
114
Reduced
23
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FFM
1
Forum Financial Management
Illinois
$360M +$3.62M +144,192 +1%
JFG
2
JMG Financial Group
Illinois
$66M +$12.2M +486,256 +23%
Corient Private Wealth
3
Corient Private Wealth
Florida
$56.3M +$657K +26,214 +1%
BSW
4
Buckingham Strategic Wealth
Missouri
$52.2M +$8.92M +355,743 +21%
PO
5
Private Ocean
California
$51.9M +$4.41M +175,815 +9%
SC
6
Savant Capital
Illinois
$50.2M +$10.1M +400,925 +26%
DPW
7
DiNuzzo Private Wealth
Pennsylvania
$38.6M +$502K +19,999 +1%
BJL
8
Brighton Jones LLC
Washington
$35.6M +$3.44M +137,256 +11%
WFAG
9
Wescott Financial Advisory Group
Pennsylvania
$29.7M +$1.13M +45,088 +4%
QFA
10
Quantum Financial Advisors
California
$21.6M -$736K -29,330 -3%
TWA
11
TCI Wealth Advisors
Arizona
$18.5M +$1.3M +51,858 +8%
RCI
12
RS Crum Inc
California
$16.6M +$1.54M +61,555 +10%
LPL Financial
13
LPL Financial
California
$15.3M +$661K +26,340 +5%
AAP
14
Arax Advisory Partners
Colorado
$15M +$308K +12,294 +2%
MFWP
15
Mosaic Family Wealth Partners
Missouri
$14M +$1.72M +68,562 +14%
IFA
16
Index Fund Advisors
California
$13.7M +$1.74M +69,246 +15%
SFS
17
Summit Financial Strategies
Ohio
$13.2M +$2.76M +110,149 +27%
IWM
18
Integris Wealth Management
California
$13.1M +$528K +21,066 +4%
Financial Engines Advisors
19
Financial Engines Advisors
California
$12.7M +$12.5M +498,842 New
W
20
WPWealth
Texas
$12.7M +$1.55M +61,918 +14%
PCI
21
Planning Center Inc
Illinois
$12.2M +$380K +15,160 +3%
CCMI
22
Creative Capital Management Investments
California
$12.2M +$1.42M +56,560 +13%
GWWM
23
Great Waters Wealth Management
Minnesota
$11.1M +$1.03M +40,879 +10%
SSC
24
Syverson Strege & Co
Iowa
$10.8M +$1.56M +62,204 +17%
PWMG
25
Private Wealth Management Group
New Jersey
$10.4M +$841K +33,543 +9%

DFGR Hedge Fund Activity: Q1 2024 in Review

161 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Dimensional Global Real Estate ETF (DFGR) for Q1 2024, worth a combined $1.24B — up 6.8% from $1.16B a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new DFGR positions and 10 closed out — a net gain of 5 holders — while 114 added to existing stakes and 23 trimmed.

The largest buyer was Financial Engines Advisors, opening a new position worth an estimated $12.5M. The largest seller was Jane Street, cutting an estimated $11.4M.

  • 161 institutional investors held Dimensional Global Real Estate ETF (DFGR) as of Q1 2024, up from 158 in Q4 2023.
  • Funds reported $1.24B of Dimensional Global Real Estate ETF stock for Q1 2024, up 6.8% quarter-over-quarter.
  • 15 funds opened new Dimensional Global Real Estate ETF positions in Q1 2024 and 10 closed out, a net change of +5 holders.
  • The largest Dimensional Global Real Estate ETF buyer in Q1 2024 was Financial Engines Advisors, an estimated $12.5M added.
  • The largest Dimensional Global Real Estate ETF seller in Q1 2024 was Jane Street, an estimated $11.4M sold.

Based on aggregated 13F filings for Q1 2024.