DFGR icon

Dimensional Global Real Estate ETF

249 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, 150 increasing their positions, 60 reducing their positions, and 14 closing their positions.

Holders
249
Holders Change
+7
Holders Change %
+2.89%
% of All Funds
3.38%
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
150
Reduced
60
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
FFM
1
Forum Financial Management
Illinois
$374M 14,229,110 +219,059 +2%
SC
2
Savant Capital
Illinois
$144M 5,476,381 +919,229 +20%
JFG
3
JMG Financial Group
Illinois
$126M 4,796,352 +802,816 +20%
Focus Partners Wealth
4
Focus Partners Wealth
Massachusetts
$84.9M 3,234,387 +167,067 +5%
WANY
5
Wealthspire Advisors (New York)
New York
$64.3M 2,447,374 +42,407 +2%
BJL
6
Brighton Jones LLC
Washington
$55.4M 2,109,526 +112,526 +6%
LFA
7
LifeGuide Financial Advisors
Pennsylvania
$55M 2,094,830 +2,094,830 New
DPW
8
DiNuzzo Private Wealth
Pennsylvania
$42.5M 1,619,729 +11,570 +0.7%
TWA
9
TCI Wealth Advisors
Arizona
$42.5M 1,619,556 +280,631 +21%
Corient Private Wealth
10
Corient Private Wealth
Florida
$33.9M 1,290,238 -496,724 -28%
FPAS
11
Focus Partners Advisor Solutions
Missouri
$30.7M 1,169,039 +104,140 +10%
WFAG
12
Wescott Financial Advisory Group
Pennsylvania
$25.4M 966,696 -3,799 -0.4%
LPL Financial
13
LPL Financial
California
$24.8M 943,130 +177,306 +23%
SFS
14
Summit Financial Strategies
Ohio
$21.2M 807,988 +66,582 +9%
VP
15
Verisail Partners
Georgia
$20.2M 770,943 -28,634 -4%
W
16
WPWealth
Texas
$20M 759,901 +52,991 +7%
QFA
17
Quantum Financial Advisors
California
$19.4M 739,953 -91,814 -11%
OIA
18
OneDigital Investment Advisors
Kansas
$19.3M 734,389 +19,141 +3%
IFA
19
Index Fund Advisors
California
$18.8M 714,640 -3,996 -0.6%
RCI
20
RS Crum Inc
California
$17.9M 681,762 -129,099 -16%
RK
21
Rather & Kittrell
Tennessee
$17.6M 668,850 +119,298 +22%
GWWM
22
Great Waters Wealth Management
Minnesota
$17.2M 656,782 -28,304 -4%
CCMI
23
Creative Capital Management Investments
California
$17M 648,894 +54,632 +9%
AAP
24
Arax Advisory Partners
Colorado
$17M 646,383 +44,125 +7%
TWP
25
Total Wealth Planning
Ohio
$14.1M 536,792 +53,045 +11%