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Dimensional Global Real Estate ETF
DFGR

Overview Fund Activity

256 hedge funds and large institutions have $2.02B invested in Dimensional Global Real Estate ETF in 2025 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 159 increasing their positions, 64 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
256
Holders Change
+7
Holders Change %
+2.81%
% of All Funds
3.43%
Holding in Top 10
31
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-8.82%
% of All Funds
0.42%
New
20
Increased
159
Reduced
64
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SC
Savant Capital
Illinois
$180M
2
RWM
Rockwood Wealth Management
Pennsylvania
$14.4M
3
TWA
TCI Wealth Advisors
Arizona
$51.9M
4
FFM
Forum Financial Management
Illinois
$390M
5
VAS
Vestmark Advisory Solutions
Massachusetts
$13.4M

Top Sellers

1
Corient Private Wealth
Corient Private Wealth
Florida
$26M
2
VF
Vawter Financial
Ohio
$367K
3
Mercer Global Advisors
Mercer Global Advisors
Colorado
$2.91M
4
PCA
Prosperity Capital Advisors
Ohio
$0
5
Jane Street
Jane Street
New York
$9.98M
Name Holding Trade Value Shares
Change 		Shares
Change %
FFM
1
Forum Financial Management
Illinois
$390M +$7.74M +288,449 +2%
SC
2
Savant Capital
Illinois
$180M +$32.8M +1,221,618 +22%
JFG
3
JMG Financial Group
Illinois
$134M +$5.38M +200,348 +4%
Focus Partners Wealth
4
Focus Partners Wealth
Massachusetts
$86.1M -$645K -24,030 -0.7%
WANY
5
Wealthspire Advisors (New York)
New York
$66.1M +$446K +16,609 +0.7%
BJL
6
Brighton Jones LLC
Washington
$59.5M +$2.94M +109,482 +5%
LFA
7
LifeGuide Financial Advisors
Pennsylvania
$58.6M +$2.4M +89,551 +4%
TWA
8
TCI Wealth Advisors
Arizona
$51.9M +$8.44M +314,464 +19%
DPW
9
DiNuzzo Private Wealth
Pennsylvania
$44.2M +$780K +29,080 +2%
MPW
10
MASECO Private Wealth
$36.3M +$36.3M +1,352,858 New
FPAS
11
Focus Partners Advisor Solutions
Missouri
$30.9M -$433K -16,126 -1%
LPL Financial
12
LPL Financial
California
$26.2M +$865K +32,223 +3%
Corient Private Wealth
13
Corient Private Wealth
Florida
$26M -$8.66M -322,730 -25%
WFAG
14
Wescott Financial Advisory Group
Pennsylvania
$25.7M -$243K -9,051 -0.9%
SFS
15
Summit Financial Strategies
Ohio
$22.3M +$622K +23,169 +3%
W
16
WPWealth
Texas
$21.8M +$1.39M +51,890 +7%
VP
17
Verisail Partners
Georgia
$21M +$338K +12,595 +2%
IFA
18
Index Fund Advisors
California
$20.9M +$1.7M +63,384 +9%
OIA
19
OneDigital Investment Advisors
Kansas
$20M +$333K +12,409 +2%
RK
20
Rather & Kittrell
Tennessee
$19.8M +$1.85M +68,866 +10%
QFA
21
Quantum Financial Advisors
California
$18.3M -$1.52M -56,621 -8%
CCMI
22
Creative Capital Management Investments
California
$18.1M +$722K +26,910 +4%
GWWM
23
Great Waters Wealth Management
Minnesota
$17.8M +$210K +7,817 +1%
AAP
24
Arax Advisory Partners
Colorado
$17.6M +$265K +9,881 +2%
TWP
25
Total Wealth Planning
Ohio
$15.3M +$890K +33,170 +6%
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