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Dimensional Global Real Estate ETF
DFGR

Overview Fund Activity

180 hedge funds and large institutions have $1.33B invested in Dimensional Global Real Estate ETF in 2024 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 119 increasing their positions, 25 reducing their positions, and 6 closing their positions.

Holders
180
Holders Change
+20
Holders Change %
+12.5%
% of All Funds
2.62%
Holding in Top 10
22
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+15.79%
% of All Funds
0.32%
New
26
Increased
119
Reduced
25
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SC
1
Savant Capital
Illinois
$68M
2
JFG
2
JMG Financial Group
Illinois
$77.8M
3
SW
3
Simplicity Wealth
New Jersey
$12.6M
4
EFP
4
Elser Financial Planning
Indiana
$10.3M
5
BSW
5
Buckingham Strategic Wealth
Missouri
$60.3M

Top Sellers

1
FFM
1
Forum Financial Management
Illinois
$345M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$3.07M
3
Corient Private Wealth
3
Corient Private Wealth
Florida
$52.2M
4
GOCP
4
Great Oak Capital Partners
Massachusetts
$1.01M
5
OMC
5
Old Mission Capital
Illinois
$0
Name Market Value Shares Shares
Change 		Shares
Change %
FFM
1
Forum Financial Management
Illinois
$345M 13,792,772 -292,168 -2%
JFG
2
JMG Financial Group
Illinois
$77.8M 3,113,618 +526,660 +20%
SC
3
Savant Capital
Illinois
$68M 2,722,904 +758,384 +39%
BSW
4
Buckingham Strategic Wealth
Missouri
$60.3M 2,414,455 +370,407 +18%
PO
5
Private Ocean
California
$54.5M 2,180,268 +148,841 +7%
Corient Private Wealth
6
Corient Private Wealth
Florida
$52.2M 2,089,361 -115,608 -5%
BJL
7
Brighton Jones LLC
Washington
$41.2M 1,647,569 +252,171 +18%
DPW
8
DiNuzzo Private Wealth
Pennsylvania
$38.4M 1,535,460 +24,131 +2%
WFAG
9
Wescott Financial Advisory Group
Pennsylvania
$27.7M 1,108,115 -54,288 -5%
TWA
10
TCI Wealth Advisors
Arizona
$24.2M 970,061 +245,628 +34%
QFA
11
Quantum Financial Advisors
California
$21M 841,749 -4,565 -0.5%
RCI
12
RS Crum Inc
California
$17M 679,199 +28,668 +4%
IFA
13
Index Fund Advisors
California
$16.5M 659,680 +123,360 +23%
LPL Financial
14
LPL Financial
California
$16.4M 656,929 +58,103 +10%
SFS
15
Summit Financial Strategies
Ohio
$16.2M 649,879 +132,419 +26%
W
16
WPWealth
Texas
$15.3M 613,627 +116,694 +23%
AAP
17
Arax Advisory Partners
Colorado
$14.8M 592,264 +4,031 +0.7%
MFWP
18
Mosaic Family Wealth Partners
Missouri
$14.4M 576,996 +26,756 +5%
CCMI
19
Creative Capital Management Investments
California
$12.8M 511,923 +34,186 +7%
GWWM
20
Great Waters Wealth Management
Minnesota
$12.7M 508,600 +72,234 +17%
IWM
21
Integris Wealth Management
California
$12.6M 505,834 -7,064 -1%
SW
22
Simplicity Wealth
New Jersey
$12.6M 503,917 +503,917 New
PCI
23
Planning Center Inc
Illinois
$12.3M 491,730 +11,947 +2%
SSC
24
Syverson Strege & Co
Iowa
$11.7M 469,968 +47,012 +11%
Financial Engines Advisors
25
Financial Engines Advisors
California
$10.8M 430,719 -68,123 -14%
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