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Dimensional Global Real Estate ETF

181 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, 120 increasing their positions, 25 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

380% more repeat investments, than reductions

Existing positions increased: 120 | Existing positions reduced: 25

333% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 6

16% more funds holding in top 10

Funds holding in top 10: 1922 (+3)

12% more funds holding

Funds holding: 161181 (+20)

7% more capital invested

Capital invested by funds: $1.24B → $1.33B (+$92.3M)

1.19% less ownership

Funds ownership: 77.12%75.93% (-1.2%)

Holders
181
Holders Change
+20
Holders Change %
+12.42%
% of All Funds
2.61%
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
120
Reduced
25
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FFM
1
Forum Financial Management
Illinois
$345M -$7.19M -292,168 -2%
JFG
2
JMG Financial Group
Illinois
$77.8M +$13M +526,660 +20%
SC
3
Savant Capital
Illinois
$68M +$18.7M +758,384 +39%
BSW
4
Buckingham Strategic Wealth
Missouri
$60.3M +$9.12M +370,407 +18%
PO
5
Private Ocean
California
$54.5M +$3.66M +148,841 +7%
Corient Private Wealth
6
Corient Private Wealth
Florida
$52.2M -$2.85M -115,608 -5%
BJL
7
Brighton Jones LLC
Washington
$41.2M +$6.21M +252,171 +18%
DPW
8
DiNuzzo Private Wealth
Pennsylvania
$38.4M +$594K +24,131 +2%
WFAG
9
Wescott Financial Advisory Group
Pennsylvania
$27.7M -$1.34M -54,288 -5%
TWA
10
TCI Wealth Advisors
Arizona
$24.2M +$6.04M +245,628 +34%
QFA
11
Quantum Financial Advisors
California
$21M -$112K -4,565 -0.5%
RCI
12
RS Crum Inc
California
$17M +$706K +28,668 +4%
IFA
13
Index Fund Advisors
California
$16.5M +$3.04M +123,360 +23%
LPL Financial
14
LPL Financial
California
$16.4M +$1.43M +58,103 +10%
SFS
15
Summit Financial Strategies
Ohio
$16.2M +$3.26M +132,419 +26%
W
16
WPWealth
Texas
$15.3M +$2.87M +116,694 +23%
AAP
17
Arax Advisory Partners
Colorado
$14.8M +$99.2K +4,031 +0.7%
MFWP
18
Mosaic Family Wealth Partners
Missouri
$14.4M +$658K +26,756 +5%
CCMI
19
Creative Capital Management Investments
California
$12.8M +$841K +34,186 +7%
GWWM
20
Great Waters Wealth Management
Minnesota
$12.7M +$1.78M +72,234 +17%
IWM
21
Integris Wealth Management
California
$12.6M -$174K -7,064 -1%
SW
22
Simplicity Wealth
New Jersey
$12.6M +$12.4M +503,917 New
PCI
23
Planning Center Inc
Illinois
$12.3M +$294K +11,947 +2%
SSC
24
Syverson Strege & Co
Iowa
$11.7M +$1.16M +47,012 +11%
Financial Engines Advisors
25
Financial Engines Advisors
California
$10.8M -$1.68M -68,123 -14%

DFGR Hedge Fund Activity: Q2 2024 in Review

181 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Dimensional Global Real Estate ETF (DFGR) for Q2 2024, worth a combined $1.33B — up 7.5% from $1.24B a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new DFGR positions and 6 closed out — a net gain of 20 holders — while 120 added to existing stakes and 25 trimmed.

The largest buyer was Savant Capital, adding an estimated $18.7M. The largest seller was Forum Financial Management, cutting an estimated $7.19M.

  • 181 institutional investors held Dimensional Global Real Estate ETF (DFGR) as of Q2 2024, up from 161 in Q1 2024.
  • Funds reported $1.33B of Dimensional Global Real Estate ETF stock for Q2 2024, up 7.5% quarter-over-quarter.
  • 26 funds opened new Dimensional Global Real Estate ETF positions in Q2 2024 and 6 closed out, a net change of +20 holders.
  • The largest Dimensional Global Real Estate ETF buyer in Q2 2024 was Savant Capital, an estimated $18.7M added.
  • The largest Dimensional Global Real Estate ETF seller in Q2 2024 was Forum Financial Management, an estimated $7.19M sold.

Based on aggregated 13F filings for Q2 2024.