We are live on ! Find out more
DFGR icon

Dimensional Global Real Estate ETF

313 hedge funds and large institutions have $2.46B invested in Dimensional Global Real Estate ETF in 2025 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 197 increasing their positions, 52 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

355% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 11

279% more repeat investments, than reductions

Existing positions increased: 197 | Existing positions reduced: 52

13% more funds holding

Funds holding: 278313 (+35)

12% more capital invested

Capital invested by funds: $2.2B → $2.46B (+$262M)

7% more funds holding in top 10

Funds holding in top 10: 3032 (+2)

2.88% more ownership

Funds ownership: 79.86%82.74% (+2.9%)

Holders
313
Holders Change
+35
Holders Change %
+12.59%
% of All Funds
3.81%
Holding in Top 10
32
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+6.67%
% of All Funds
0.39%
New
50
Increased
197
Reduced
52
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FFM
1
Forum Financial Management
Illinois
$440M +$32M +1,187,688 +8%
SC
2
Savant Capital
Illinois
$276M +$74.5M +2,763,618 +36%
JFG
3
JMG Financial Group
Illinois
$151M +$9.34M +346,331 +6%
Focus Partners Wealth
4
Focus Partners Wealth
Massachusetts
$106M +$11.5M +427,537 +12%
WANY
5
Wealthspire Advisors (New York)
New York
$72.5M +$5.5M +204,069 +8%
TWA
6
TCI Wealth Advisors
Arizona
$70.1M +$10.7M +396,121 +18%
BJL
7
Brighton Jones LLC
Washington
$69M +$5.72M +212,050 +9%
LFA
8
LifeGuide Financial Advisors
Pennsylvania
$63.9M +$6.11M +226,644 +10%
DPW
9
DiNuzzo Private Wealth
Pennsylvania
$48M +$3.44M +127,675 +8%
MPW
10
MASECO Private Wealth
$38.9M +$2.14M +79,407 +6%
Corient Private Wealth
11
Corient Private Wealth
Florida
$36.1M +$21.2M +787,573 +136%
LPL Financial
12
LPL Financial
California
$30.8M +$3.06M +113,538 +11%
RK
13
Rather & Kittrell
Tennessee
$27.2M +$4.53M +167,889 +19%
WFAG
14
Wescott Financial Advisory Group
Pennsylvania
$25.7M +$93.8K +3,479 +0.4%
SFS
15
Summit Financial Strategies
Ohio
$25.3M +$2.38M +88,069 +10%
W
16
WPWealth
Texas
$24.6M +$1.69M +62,550 +7%
BPA
17
Beacon Pointe Advisors
California
$24.2M +$6.51M +241,465 +36%
RWM
18
Rockwood Wealth Management
Pennsylvania
$23.8M +$5.08M +188,275 +26%
GWMT
19
Guardian Wealth Management (Tennessee)
Tennessee
$23.1M +$23.6M +873,467 New
IFA
20
Index Fund Advisors
California
$22.6M +$1.77M +65,507 +8%
FPI
21
Financial Plan Inc
Washington
$22.5M +$23M +851,353 New
VP
22
Verisail Partners
Georgia
$22.3M +$1.36M +50,437 +6%
GWWM
23
Great Waters Wealth Management
Minnesota
$22M +$3.07M +113,774 +16%
CCMI
24
Creative Capital Management Investments
California
$21.3M +$1.99M +73,666 +10%
OIA
25
OneDigital Investment Advisors
Kansas
$21.2M +$1.02M +37,792 +5%