DFGR icon

Dimensional Global Real Estate ETF

304 hedge funds and large institutions have $2.43B invested in Dimensional Global Real Estate ETF in 2025 Q4 according to their latest regulatory filings, with 44 funds opening new positions, 195 increasing their positions, 51 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
304
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
31
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FFM
1
Forum Financial Management
Illinois
$440M
SC
2
Savant Capital
Illinois
$276M
JFG
3
JMG Financial Group
Illinois
$151M
Focus Partners Wealth
4
Focus Partners Wealth
Massachusetts
$106M
WANY
5
Wealthspire Advisors (New York)
New York
$72.5M
TWA
6
TCI Wealth Advisors
Arizona
$70.1M
BJL
7
Brighton Jones LLC
Washington
$69M
LFA
8
LifeGuide Financial Advisors
Pennsylvania
$63.9M
DPW
9
DiNuzzo Private Wealth
Pennsylvania
$48M
MPW
10
MASECO Private Wealth
$38.9M
LPL Financial
11
LPL Financial
California
$30.8M
RK
12
Rather & Kittrell
Tennessee
$27.2M
WFAG
13
Wescott Financial Advisory Group
Pennsylvania
$25.7M
SFS
14
Summit Financial Strategies
Ohio
$25.3M
W
15
WPWealth
Texas
$24.6M
BPA
16
Beacon Pointe Advisors
California
$24.2M
RWM
17
Rockwood Wealth Management
Pennsylvania
$23.8M
GWMT
18
Guardian Wealth Management (Tennessee)
Tennessee
$23.1M
IFA
19
Index Fund Advisors
California
$22.6M
FPI
20
Financial Plan Inc
Washington
$22.5M
VP
21
Verisail Partners
Georgia
$22.3M
GWWM
22
Great Waters Wealth Management
Minnesota
$22M
CCMI
23
Creative Capital Management Investments
California
$21.3M
OIA
24
OneDigital Investment Advisors
Kansas
$21.2M
AAP
25
Arax Advisory Partners
Colorado
$19.7M