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Dimensional Global Real Estate ETF
DFGR

Overview Fund Activity

160 hedge funds and large institutions have $1.23B 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, 22 reducing their positions, and 10 closing their positions.

Holders
160
Holders Change
+3
Holders Change %
+1.91%
% 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
0.28%
New
15
Increased
114
Reduced
22
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Financial Engines Advisors
1
Financial Engines Advisors
California
$12.7M
2
JFG
2
JMG Financial Group
Illinois
$66M
3
SC
3
Savant Capital
Illinois
$50.2M
4
BSW
4
Buckingham Strategic Wealth
Missouri
$52.2M
5
SIM
5
Stratos Investment Management
Ohio
$4.91M

Top Sellers

1
Jane Street
1
Jane Street
New York
$4.25M
2
FPAS
2
Focus Partners Advisor Solutions
Missouri
$454K
3
B
3
BetterWealth
California
$0
4
FTUS
4
Flow Traders U.S.
New York
$0
5
CHA
5
Cooper/Haims Advisors
New York
$2.13M
Name Market Value Shares Shares
Change 		Shares
Change %
FFM
1
Forum Financial Management
Illinois
$360M 14,084,940 +144,192 +1%
JFG
2
JMG Financial Group
Illinois
$66M 2,586,958 +486,256 +23%
Corient Private Wealth
3
Corient Private Wealth
Florida
$56.3M 2,204,969 +26,214 +1%
BSW
4
Buckingham Strategic Wealth
Missouri
$52.2M 2,044,048 +355,743 +21%
PO
5
Private Ocean
California
$51.9M 2,031,427 +175,815 +9%
SC
6
Savant Capital
Illinois
$50.2M 1,964,520 +400,925 +26%
DPW
7
DiNuzzo Private Wealth
Pennsylvania
$38.6M 1,511,329 +19,999 +1%
BJL
8
Brighton Jones LLC
Washington
$35.6M 1,395,398 +137,256 +11%
WFAG
9
Wescott Financial Advisory Group
Pennsylvania
$29.7M 1,162,403 +45,088 +4%
QFA
10
Quantum Financial Advisors
California
$21.6M 846,314 -29,330 -3%
TWA
11
TCI Wealth Advisors
Arizona
$18.5M 724,433 +51,858 +8%
RCI
12
RS Crum Inc
California
$16.6M 650,531 +61,555 +10%
LPL Financial
13
LPL Financial
California
$15.3M 598,826 +26,340 +5%
AAP
14
Arax Advisory Partners
Colorado
$15M 588,233 +12,294 +2%
MFWP
15
Mosaic Family Wealth Partners
Missouri
$14M 550,240 +68,562 +14%
IFA
16
Index Fund Advisors
California
$13.7M 536,320 +69,246 +15%
SFS
17
Summit Financial Strategies
Ohio
$13.2M 517,460 +110,149 +27%
IWM
18
Integris Wealth Management
California
$13.1M 512,898 +21,066 +4%
Financial Engines Advisors
19
Financial Engines Advisors
California
$12.7M 498,842 +498,842 New
W
20
WPWealth
Texas
$12.7M 496,933 +61,918 +14%
PCI
21
Planning Center Inc
Illinois
$12.2M 479,783 +15,160 +3%
CCMI
22
Creative Capital Management Investments
California
$12.2M 477,737 +56,560 +13%
GWWM
23
Great Waters Wealth Management
Minnesota
$11.1M 436,366 +40,879 +10%
SSC
24
Syverson Strege & Co
Iowa
$10.8M 422,956 +62,204 +17%
PWMG
25
Private Wealth Management Group
New Jersey
$10.4M 407,111 +33,543 +9%
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