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Dimensional Global Real Estate ETF
DFGR

243 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, 148 increasing their positions, 31 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

650% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 8

377% more repeat investments, than reductions

Existing positions increased: 148 | Existing positions reduced: 31

25% more funds holding

Funds holding: 194 → 243 (+49)

13% more funds holding in top 10

Funds holding in top 10: 24 → 27 (+3)

4.67% more ownership

Funds ownership: 76% → 80.67% (+4.7%)

3% more capital invested

Capital invested by funds: $1.63B → $1.68B (+$49.6M)

Holders
243
Holders Change
+49
Holders Change %
+25.26%
% of All Funds
3.2%
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
148
Reduced
31
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SC
Savant Capital
Illinois
+$23M
2
Jane Street
Jane Street
New York
+$16.3M
3
JFG
JMG Financial Group
Illinois
+$14.4M
4
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$11.8M
5
EFP
Elser Financial Planning
Indiana
+$11.6M

Top Sellers

1
Corient Private Wealth
Corient Private Wealth
Florida
-$7.16M
2
FIS
Fischer Investment Strategies
California
-$3.96M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$3.24M
4
FFM
Forum Financial Management
Illinois
-$1.43M
5
SW
Simplicity Wealth
New Jersey
-$967K
Name Holding Trade Value Shares
Change 		Change in
Stake
FFM
1
Forum Financial Management
Illinois
$358M -$1.43M -52,209 -0.4%
SC
2
Savant Capital
Illinois
$116M +$23M +838,836 +23%
JFG
3
JMG Financial Group
Illinois
$102M +$14.4M +523,244 +15%
Focus Partners Wealth
4
Focus Partners Wealth
Massachusetts
$78.3M +$11.8M +428,256 +16%
WANY
5
Wealthspire Advisors (New York)
New York
$61.4M +$6.41M +233,404 +11%
BJL
6
Brighton Jones LLC
Washington
$51M +$6.76M +246,429 +14%
Corient Private Wealth
7
Corient Private Wealth
Florida
$45.6M -$7.16M -260,787 -13%
DPW
8
DiNuzzo Private Wealth
Pennsylvania
$41.1M +$1.73M +62,986 +4%
TWA
9
TCI Wealth Advisors
Arizona
$34.2M +$5.16M +187,940 +16%
Jane Street
10
Jane Street
New York
$28.3M +$16.3M +595,300 +116%
FPAS
11
Focus Partners Advisor Solutions
Missouri
$27.2M +$3.87M +141,131 +15%
WFAG
12
Wescott Financial Advisory Group
Pennsylvania
$24.8M +$255K +9,286 +1%
QFA
13
Quantum Financial Advisors
California
$21.2M +$169K +6,150 +0.7%
RCI
14
RS Crum Inc
California
$20.7M +$864K +31,483 +4%
VP
15
Verisail Partners
Georgia
$20.4M +$21.9M +799,577 New
LPL Financial
16
LPL Financial
California
$19.6M +$2.91M +105,943 +16%
SFS
17
Summit Financial Strategies
Ohio
$18.9M +$1.39M +50,712 +7%
IFA
18
Index Fund Advisors
California
$18.4M +$794K +28,929 +4%
OIA
19
OneDigital Investment Advisors
Kansas
$18.3M +$1.23M +44,935 +7%
W
20
WPWealth
Texas
$18.1M +$1.06M +38,630 +6%
GWWM
21
Great Waters Wealth Management
Minnesota
$17.5M +$3.01M +109,573 +19%
AAP
22
Arax Advisory Partners
Colorado
$15.4M +$556K +20,252 +3%
CCMI
23
Creative Capital Management Investments
California
$15.2M +$546K +19,911 +3%
RK
24
Rather & Kittrell
Tennessee
$14M +$2.61M +94,973 +21%
IWM
25
Integris Wealth Management
California
$13.2M +$449K +16,364 +3%
1
2 3 4 5

DFGR Hedge Fund Activity: Q4 2024 in Review

243 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Dimensional Global Real Estate ETF (DFGR) for Q4 2024, worth a combined $1.68B — up 3% from $1.63B a quarter earlier.

Buyers outnumbered sellers: 60 funds opened new DFGR positions and 8 closed out — a net gain of 52 holders — while 148 added to existing stakes and 31 trimmed.

The largest buyer was Savant Capital, adding an estimated $23M. The largest seller was Corient Private Wealth, cutting an estimated $7.16M.

  • 243 institutional investors held Dimensional Global Real Estate ETF (DFGR) as of Q4 2024, up from 194 in Q3 2024.
  • Funds reported $1.68B of Dimensional Global Real Estate ETF stock for Q4 2024, up 3% quarter-over-quarter.
  • 60 funds opened new Dimensional Global Real Estate ETF positions in Q4 2024 and 8 closed out, a net change of +52 holders.
  • The largest Dimensional Global Real Estate ETF buyer in Q4 2024 was Savant Capital, an estimated $23M added.
  • The largest Dimensional Global Real Estate ETF seller in Q4 2024 was Corient Private Wealth, an estimated $7.16M sold.

Based on aggregated 13F filings for Q4 2024.