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Dimensional Global Real Estate ETF

194 hedge funds and large institutions have $1.63B invested in Dimensional Global Real Estate ETF in 2024 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 109 increasing their positions, 51 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

145% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 11

114% more repeat investments, than reductions

Existing positions increased: 109 | Existing positions reduced: 51

23% more capital invested

Capital invested by funds: $1.33B → $1.63B (+$300M)

9% more funds holding in top 10

Funds holding in top 10: 2224 (+2)

7% more funds holding

Funds holding: 181194 (+13)

0.07% more ownership

Funds ownership: 75.93%76% (+0.07%)

Holders
194
Holders Change
+13
Holders Change %
+7.18%
% of All Funds
2.79%
Holding in Top 10
24
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+9.09%
% of All Funds
0.34%
New
27
Increased
109
Reduced
51
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FFM
1
Forum Financial Management
Illinois
$406M +$7.34M +269,488 +2%
SC
2
Savant Capital
Illinois
$107M +$27.1M +995,412 +37%
JFG
3
JMG Financial Group
Illinois
$100M +$9.72M +356,674 +11%
Focus Partners Wealth
4
Focus Partners Wealth
Massachusetts
$76.2M +$71.9M +2,639,064 New
WANY
5
Wealthspire Advisors (New York)
New York
$62.7M +$59.2M +2,171,563 New
Corient Private Wealth
6
Corient Private Wealth
Florida
$59.1M -$1.13M -41,612 -2%
BJL
7
Brighton Jones LLC
Washington
$50.5M +$2.81M +103,002 +6%
DPW
8
DiNuzzo Private Wealth
Pennsylvania
$44.6M +$265K +9,713 +0.6%
TWA
9
TCI Wealth Advisors
Arizona
$33.2M +$4.93M +180,924 +19%
WFAG
10
Wescott Financial Advisory Group
Pennsylvania
$27.7M -$4M -146,906 -13%
FPAS
11
Focus Partners Advisor Solutions
Missouri
$26.7M +$24.6M +904,321 +4,650%
QFA
12
Quantum Financial Advisors
California
$23.8M -$439K -16,132 -2%
RCI
13
RS Crum Inc
California
$22.5M +$2.73M +100,179 +15%
SFS
14
Summit Financial Strategies
Ohio
$19.9M +$1.11M +40,815 +6%
IFA
15
Index Fund Advisors
California
$19.9M +$818K +30,027 +5%
OIA
16
OneDigital Investment Advisors
Kansas
$19.3M +$6.53M +239,643 +56%
W
17
WPWealth
Texas
$19.3M +$1.49M +54,653 +9%
LPL Financial
18
LPL Financial
California
$19M +$80.4K +2,952 +0.4%
AAP
19
Arax Advisory Partners
Colorado
$16.8M -$279K -10,258 -2%
GWWM
20
Great Waters Wealth Management
Minnesota
$16.6M +$1.82M +66,913 +13%
CCMI
21
Creative Capital Management Investments
California
$16.6M +$1.7M +62,428 +12%
Jane Street
22
Jane Street
New York
$14.8M +$8.56M +314,093 +157%
IWM
23
Integris Wealth Management
California
$14.5M -$105K -3,867 -0.8%
PCI
24
Planning Center Inc
Illinois
$14.1M -$60.1K -2,208 -0.4%
SSC
25
Syverson Strege & Co
Iowa
$13.4M -$192K -7,061 -2%

DFGR Hedge Fund Activity: Q3 2024 in Review

194 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Dimensional Global Real Estate ETF (DFGR) for Q3 2024, worth a combined $1.63B — up 23% from $1.33B a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new DFGR positions and 11 closed out — a net gain of 16 holders — while 109 added to existing stakes and 51 trimmed.

The largest buyer was Focus Partners Wealth, opening a new position worth an estimated $71.9M. The largest seller was Simplicity Wealth, cutting an estimated $12.8M.

  • 194 institutional investors held Dimensional Global Real Estate ETF (DFGR) as of Q3 2024, up from 181 in Q2 2024.
  • Funds reported $1.63B of Dimensional Global Real Estate ETF stock for Q3 2024, up 23% quarter-over-quarter.
  • 27 funds opened new Dimensional Global Real Estate ETF positions in Q3 2024 and 11 closed out, a net change of +16 holders.
  • The largest Dimensional Global Real Estate ETF buyer in Q3 2024 was Focus Partners Wealth, an estimated $71.9M added.
  • The largest Dimensional Global Real Estate ETF seller in Q3 2024 was Simplicity Wealth, an estimated $12.8M sold.

Based on aggregated 13F filings for Q3 2024.