DFGR icon

Dimensional Global Real Estate ETF
DFGR

Overview Fund Activity

242 hedge funds and large institutions have $1.68B invested in Dimensional Global Real Estate ETF in 2024 Q4 according to their latest regulatory filings, with 60 funds opening new positions, 147 increasing their positions, 31 reducing their positions, and 8 closing their positions.

Holders
242
Holders Change
+49
Holders Change %
+25.39%
% of All Funds
3.22%
Holding in Top 10
27
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+12.5%
% of All Funds
0.36%
New
60
Increased
147
Reduced
31
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SC
1
Savant Capital
Illinois
$116M
2
VP
2
Verisail Partners
Georgia
$20.4M
3
Jane Street
3
Jane Street
New York
$28.3M
4
JFG
4
JMG Financial Group
Illinois
$102M
5
Focus Partners Wealth
5
Focus Partners Wealth
Massachusetts
$78.3M

Top Sellers

1
Corient Private Wealth
1
Corient Private Wealth
Florida
$45.6M
2
FIS
2
Fischer Investment Strategies
California
$2.72M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$0
4
FFM
4
Forum Financial Management
Illinois
$358M
5
SW
5
Simplicity Wealth
New Jersey
$0
Name Market Value Shares Shares
Change 		Shares
Change %
FFM
1
Forum Financial Management
Illinois
$358M 14,010,051 -52,209 -0.4%
SC
2
Savant Capital
Illinois
$116M 4,557,152 +838,836 +23%
JFG
3
JMG Financial Group
Illinois
$102M 3,993,536 +523,244 +15%
Focus Partners Wealth
4
Focus Partners Wealth
Massachusetts
$78.3M 3,067,320 +428,256 +16%
WANY
5
Wealthspire Advisors (New York)
New York
$61.4M 2,404,967 +233,404 +11%
BJL
6
Brighton Jones LLC
Washington
$51M 1,997,000 +246,429 +14%
Corient Private Wealth
7
Corient Private Wealth
Florida
$45.6M 1,786,962 -260,787 -13%
DPW
8
DiNuzzo Private Wealth
Pennsylvania
$41.1M 1,608,159 +62,986 +4%
TWA
9
TCI Wealth Advisors
Arizona
$34.2M 1,338,925 +187,940 +16%
Jane Street
10
Jane Street
New York
$28.3M 1,109,388 +595,300 +116%
FPAS
11
Focus Partners Advisor Solutions
Missouri
$27.2M 1,064,899 +141,131 +15%
WFAG
12
Wescott Financial Advisory Group
Pennsylvania
$24.8M 970,495 +9,286 +1%
QFA
13
Quantum Financial Advisors
California
$21.2M 831,767 +6,150 +0.7%
RCI
14
RS Crum Inc
California
$20.7M 810,861 +31,483 +4%
VP
15
Verisail Partners
Georgia
$20.4M 799,577 +799,577 New
LPL Financial
16
LPL Financial
California
$19.6M 765,824 +105,943 +16%
SFS
17
Summit Financial Strategies
Ohio
$18.9M 741,406 +50,712 +7%
IFA
18
Index Fund Advisors
California
$18.4M 718,636 +28,929 +4%
OIA
19
OneDigital Investment Advisors
Kansas
$18.3M 715,248 +44,935 +7%
W
20
WPWealth
Texas
$18.1M 706,910 +38,630 +6%
GWWM
21
Great Waters Wealth Management
Minnesota
$17.5M 685,086 +109,573 +19%
AAP
22
Arax Advisory Partners
Colorado
$15.4M 602,258 +20,252 +3%
CCMI
23
Creative Capital Management Investments
California
$15.2M 594,262 +19,911 +3%
RK
24
Rather & Kittrell
Tennessee
$14M 549,552 +94,973 +21%
IWM
25
Integris Wealth Management
California
$13.2M 518,331 +16,364 +3%
1
2 3 4 5