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Dimensional Global Real Estate ETF

250 hedge funds and large institutions have $1.87B invested in Dimensional Global Real Estate ETF in 2025 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 151 increasing their positions, 60 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

152% more repeat investments, than reductions

Existing positions increased: 151 | Existing positions reduced: 60

71% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 14

26% more funds holding in top 10

Funds holding in top 10: 2734 (+7)

12% more capital invested

Capital invested by funds: $1.68B → $1.87B (+$195M)

3% more funds holding

Funds holding: 243250 (+7)

0.8% less ownership

Funds ownership: 80.67%79.88% (-0.8%)

Holders
250
Holders Change
+7
Holders Change %
+2.88%
% of All Funds
3.35%
Holding in Top 10
34
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+25.93%
% of All Funds
0.46%
New
24
Increased
151
Reduced
60
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FFM
1
Forum Financial Management
Illinois
$374M +$5.71M +219,059 +2%
SC
2
Savant Capital
Illinois
$143M +$22.7M +870,796 +19%
JFG
3
JMG Financial Group
Illinois
$126M +$20.9M +802,816 +20%
Focus Partners Wealth
4
Focus Partners Wealth
Massachusetts
$84.9M +$4.35M +167,067 +5%
WANY
5
Wealthspire Advisors (New York)
New York
$64.3M +$1.11M +42,407 +2%
BJL
6
Brighton Jones LLC
Washington
$55.4M +$2.93M +112,526 +6%
LFA
7
LifeGuide Financial Advisors
Pennsylvania
$55M +$54.6M +2,094,830 New
DPW
8
DiNuzzo Private Wealth
Pennsylvania
$42.5M +$302K +11,570 +0.7%
TWA
9
TCI Wealth Advisors
Arizona
$42.5M +$7.31M +280,631 +21%
Corient Private Wealth
10
Corient Private Wealth
Florida
$33.9M -$12.9M -496,724 -28%
FPAS
11
Focus Partners Advisor Solutions
Missouri
$30.7M +$2.71M +104,140 +10%
WFAG
12
Wescott Financial Advisory Group
Pennsylvania
$25.4M -$99K -3,799 -0.4%
LPL Financial
13
LPL Financial
California
$24.8M +$4.62M +177,306 +23%
SFS
14
Summit Financial Strategies
Ohio
$21.2M +$1.74M +66,582 +9%
VP
15
Verisail Partners
Georgia
$20.2M -$746K -28,634 -4%
W
16
WPWealth
Texas
$20M +$1.38M +52,991 +7%
QFA
17
Quantum Financial Advisors
California
$19.4M -$2.39M -91,814 -11%
OIA
18
OneDigital Investment Advisors
Kansas
$19.3M +$499K +19,141 +3%
IFA
19
Index Fund Advisors
California
$18.8M -$104K -3,996 -0.6%
RCI
20
RS Crum Inc
California
$17.9M -$3.36M -129,099 -16%
RK
21
Rather & Kittrell
Tennessee
$17.6M +$3.11M +119,298 +22%
GWWM
22
Great Waters Wealth Management
Minnesota
$17.2M -$738K -28,304 -4%
CCMI
23
Creative Capital Management Investments
California
$17M +$1.42M +54,632 +9%
AAP
24
Arax Advisory Partners
Colorado
$17M +$1.15M +44,125 +7%
TWP
25
Total Wealth Planning
Ohio
$14.1M +$1.38M +53,045 +11%

DFGR Hedge Fund Activity: Q1 2025 in Review

250 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in Dimensional Global Real Estate ETF (DFGR) for Q1 2025, worth a combined $1.87B — up 12% from $1.68B a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new DFGR positions and 14 closed out — a net gain of 10 holders — while 151 added to existing stakes and 60 trimmed.

The largest buyer was LifeGuide Financial Advisors, opening a new position worth an estimated $54.6M. The largest seller was Jane Street, cutting an estimated $16.4M.

  • 250 institutional investors held Dimensional Global Real Estate ETF (DFGR) as of Q1 2025, up from 243 in Q4 2024.
  • Funds reported $1.87B of Dimensional Global Real Estate ETF stock for Q1 2025, up 12% quarter-over-quarter.
  • 24 funds opened new Dimensional Global Real Estate ETF positions in Q1 2025 and 14 closed out, a net change of +10 holders.
  • The largest Dimensional Global Real Estate ETF buyer in Q1 2025 was LifeGuide Financial Advisors, an estimated $54.6M added.
  • The largest Dimensional Global Real Estate ETF seller in Q1 2025 was Jane Street, an estimated $16.4M sold.

Based on aggregated 13F filings for Q1 2025.