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Dimensional Global Real Estate ETF (DFGR) Institutional Ownership

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$27.28 -0.03 (-0.11%)
Closing price 04:10 PM Eastern
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Institutional Ownership Changes (13F Filings) for Dimensional Global Real Estate ETF (NYSEARCA:DFGR)

Number of
Institutional Buyers
(last 12 months)
253
Total
Institutional Inflows
(last 12 months)
$682.29M
Number of
Institutional Sellers
(last 12 months)
69
Total
Institutional Outflows
(last 12 months)
$98.59M
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DFGR Institutional Buying and Selling by Quarter

Dimensional Global Real Estate ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
9/23/2026Envestnet Asset Management Inc.631,263$18.29M0.0%+87.5%0.487%
9/15/2026Cherry Tree Wealth Management LLC185,748$5.38M1.0%+18.0%0.143%
9/9/2026Summit Financial Strategies Inc.1,116,692$32.35M2.3%+5.1%0.861%
9/9/2026Integrated Wealth Concepts LLC42,567$1.23M0.0%-1.0%0.033%
9/9/2026RFG Advisory LLC279,726$8.10M0.1%+2.3%0.216%
9/9/2026NewEdge Advisors LLC85,033$2.46M0.0%+8.6%0.066%
9/9/2026XY Planning Network Inc.374,316$10.84M1.4%+8.1%0.289%
9/8/2026Allworth Financial LP428,449$12.41M0.1%+26.5%0.330%
8/27/2026Corient Private Wealth LP199,437$5.78M0.0%-65.8%0.154%
8/23/2026Henrickson Nauta Wealth Advisors Inc.208,828$6.05M1.5%-2.4%0.161%
8/23/2026Wedmont Private Capital9,585$280K0.0%-10.9%0.007%
8/23/2026HB Wealth Management LLC64,945$1.88M0.0%N/A0.050%
8/23/2026Angeles Wealth Management LLC3,368$98K0.0%+24.8%0.003%
8/23/2026Red Lighthouse Investment Management LLC53,385$1.55M0.4%+25.3%0.041%
8/22/2026Beacon Hill Wealth Management LTD.53,094$1.54M1.1%N/A0.041%
8/22/2026Sensenig Capital Advisors Inc87,769$2.54M2.3%+2.8%0.068%
7/10/2026DiNuzzo Private Wealth Inc.1,844,046$53.42M5.3%+0.2%1.438%
7/10/2026Peirce Capital Management LLC244,292$7.08M2.6%-3.5%0.191%
7/10/2026Canvas Wealth Advisors LLC35,505$1.03M0.1%+352.8%0.028%
7/10/2026Lam Group Inc.171,240$4.96M2.5%-9.0%0.134%
7/10/2026Wealthcare Advisory Partners LLC48,817$1.41M0.0%+1.5%0.038%
7/9/2026Ares Financial Consulting LLC27,805$806K0.6%+7.5%0.022%
7/9/2026Great Waters Wealth Management951,736$27.57M2.6%+7.1%0.742%
7/9/2026Tactive Advisors LLC18,097$524K0.1%-69.3%0.014%
7/8/2026Colorado Capital Management Inc.176,587$5.12M1.7%+6.1%0.138%
7/8/2026Quantum Financial Advisors LLC653,829$18.94M1.6%+1.2%0.510%
7/8/2026Sprinkle Financial Consultants LLC378,545$10.97M4.3%+0.8%0.295%
7/8/2026Shearwater Capital LLC27,845$807K0.4%+12.2%0.022%
7/8/2026Apella Capital LLC342,804$10.10M0.1%+3.8%0.267%
7/8/2026Evanson Financial LLC574,362$16.64M0.8%N/A0.448%
7/7/2026Foster Group Inc.27,109$785K0.0%+12.5%0.021%
7/7/2026Ridgeline Wealth LLC58,466$1.69M1.0%+5.6%0.045%
7/2/2026Collective Family Office LLC22,863$662K0.1%+2.4%0.018%
6/24/2026Optimus Capital Advisors LLC55,200$1.47M0.9%-9.7%0.045%
6/11/2026E Wealth Partners LLC42,544$1.13M0.9%+8.7%0.035%
6/3/2026NewEdge Advisors LLC78,324$2.08M0.0%-12.3%0.064%
5/27/2026Security Financial Services INC.10,299$274K0.0%+11.9%0.008%
5/19/2026Western Wealth Management LLC2,000$53K0.0%N/A0.002%
5/19/2026NewEdge Advisors LLC71,610$1.90M0.0%-19.8%0.059%
5/18/2026EverSource Wealth Advisors LLC163,087$4.34M0.1%-12.8%0.134%
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5/16/2026Excelsior Advisor Network LLC7,734$206K0.1%N/A0.006%
5/15/2026Vawter Financial Ltd.191,972$5.10M2.1%+4.4%0.158%
5/15/2026Broadhurst Jeffrey B12,335$328K0.3%N/A0.010%
5/13/2026Cetera Investment Advisers13,723$365K0.0%-3.1%0.011%
5/13/2026American Investment Services Inc.358,613$9.53M2.1%+7.2%0.294%
5/8/2026JMG Financial Group Ltd.6,344,111$168.63M4.6%+11.3%5.209%
5/6/2026Sterling Financial Planning Inc.235,258$6.25M1.9%+7.2%0.193%
5/6/2026Modera Wealth Management LLC37,377$993K0.0%-1.8%0.031%
5/6/2026Angeles Wealth Management LLC2,699$72K0.0%N/A0.002%
5/5/2026D.A. Davidson & CO.86,244$2.29M0.0%+2.4%0.071%
5/5/2026Geneos Wealth Management Inc.51,802$1.38M0.0%+11.1%0.043%
5/5/2026Cogent Strategic Wealth LLC113,828$3.03M3.1%+1.8%0.093%
5/5/2026MB Generational Wealth LLC24,744$658K0.4%+1.7%0.020%
5/5/2026Nwam LLC14,652$389K0.0%-13.3%0.012%
5/4/2026Chicago Partners Investment Group LLC102,694$2.91M0.1%+0.5%0.084%
5/4/2026Ruedi Wealth Management Inc.190,966$5.08M1.3%+10.1%0.157%
5/4/2026Vantage Point Financial LLC58,059$1.54M0.5%+8.7%0.048%
5/2/2026Navigate Wealth Management LLC14,909$425K0.3%N/A0.012%
5/2/2026Diversify Wealth Management LLC25,415$721K0.0%+15.3%0.021%
5/1/2026Summit Financial Strategies Inc.1,062,100$28.23M2.2%+10.9%0.875%
5/1/2026Simplicity Wealth LLC11,716$311K0.0%+6.1%0.010%
4/30/2026Mosaic Family Wealth Partners LLC117,504$3.12M0.3%-8.5%0.097%
4/30/2026Kestra Advisory Services LLC51,247$1.36M0.0%+11.9%0.042%
4/29/2026Rockwood Wealth Management LLC1,006,511$26.75M1.9%+11.7%0.829%
4/29/2026Sage Rhino Capital LLC99,972$2.66M0.5%+18.2%0.082%
4/29/2026Core Wealth Management Inc.35,129$934K0.3%+25.3%0.029%
4/29/2026Canvas Wealth Advisors LLC7,841$208K0.0%N/A0.006%
4/28/2026Planning Center Inc.547,107$14.54M1.5%-0.4%0.451%
4/28/2026Brighton Jones LLC2,798,216$74.38M3.1%+7.2%2.305%
4/27/2026TCI Wealth Advisors Inc.2,784,684$74.02M3.9%+4.9%2.294%
4/27/2026Private Advisor Group LLC25,610$681K0.0%+1.4%0.021%
4/27/2026Financial Plan Inc.927,539$24.65M2.6%+8.9%0.764%
4/27/2026Heffernan Advisory Inc.21,944$583K0.5%+9.0%0.018%
4/24/2026Root Financial Partners LLC40,526$1.08M0.0%+36.1%0.033%
4/24/2026Keb Asset Management LLC101,572$2.70M0.5%+14.0%0.084%
4/24/2026First Pacific Financial22,237$591K0.1%+19.1%0.018%
4/23/2026Master S Wealth Management Inc.40,498$1.08M0.4%-15.1%0.033%
4/23/2026SJS Investment Consulting Inc.329,549$8.76M1.1%+10.7%0.272%
4/23/2026Forum Financial Management LP17,521,862$465.73M6.6%+5.3%14.469%
4/23/2026Private Wealth Management Group LLC608,166$16.17M4.2%+6.8%0.502%
4/23/2026Avant Financial Advisors LLC85,077$2.26M1.6%+1.5%0.070%
4/23/2026Guardian Wealth Management LLC905,321$24.06M7.3%+3.6%0.748%
4/23/2026McLean Asset Management Corp267,340$7.11M1.2%+81.1%0.221%
4/23/2026TRU Independence Asset Management 2 LLC44,133$1.17M0.7%+5.9%0.036%
4/23/2026Clarity Wealth Development LLC178,255$4.74M3.9%+4.1%0.147%
4/22/2026Lam Group Inc.188,110$5M2.7%-7.1%0.155%
4/22/2026Foundry Financial LLC89,855$2.39M1.0%+21.3%0.074%
4/22/2026Larry Mathis Financial Planning LLC9,429$251K0.2%N/A0.008%
4/22/2026Creative Capital Management Investments LLC898,626$23.89M6.9%+11.5%0.742%
4/21/2026AA Financial Advisors LLC42,437$1.13M0.2%N/A0.035%
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4/21/2026Maseco LLP1,556,109$41.33M1.3%+5.8%1.285%
4/21/2026Peirce Capital Management LLC253,023$6.73M2.6%+0.6%0.209%
4/21/2026KFG Wealth Management LLC12,594$335K0.0%-79.0%0.010%
4/20/2026Dopkins Wealth Management LLC11,601$308K0.1%-13.5%0.010%
4/20/2026Live Oak Private Wealth LLC19,257$512K0.1%+34.8%0.016%
4/20/2026Blue Trust Inc.34,362$913K0.0%+1.9%0.028%
4/20/2026Aspen Capital Management LLC546,636$14.53M3.6%+1.0%0.451%
4/20/2026RFG Advisory LLC273,464$7.27M0.1%-3.4%0.226%
4/20/2026Apella Capital LLC330,207$9.57M0.1%+2.0%0.273%
4/18/2026Great Waters Wealth Management888,367$23.61M2.5%+6.9%0.734%


DFGR Institutional Ownership - Frequently Asked Questions

During the previous two years, 323 institutional investors and hedge funds held shares of Dimensional Global Real Estate ETF. The most heavily invested institutionals were Forum Financial Management LP ($465.73M), Savant Capital LLC ($275.81M), JMG Financial Group Ltd. ($168.63M), Focus Partners Wealth ($105.84M), Brighton Jones LLC ($74.38M), TCI Wealth Advisors Inc. ($74.02M), and Wealthspire Advisors LLC ($72.46M).Learn more on Dimensional Global Real Estate ETF's institutional investors.

Of the 306 institutional investors that purchased Dimensional Global Real Estate ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Savant Capital LLC ($5.80M), Forum Financial Management LP ($3.78M), JMG Financial Group Ltd. ($3.03M), LifeGuide Financial Advisors LLC ($2.41M), TCI Wealth Advisors Inc. ($1.81M), Maseco LLP ($1.52M), and Focus Partners Wealth ($1.39M).

Institutional investors have bought a total of 25,430,284 shares in the last 24 months. This purchase volume represents approximately $682.29M in transactions.

Of the 69 institutional investors that sold Dimensional Global Real Estate ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Focus Partners Advisor Solutions LLC ($1.08M), Total Wealth Planning LLC ($584.54K), Corient Private Wealth LP ($384.13K), Master S Wealth Management Inc. ($243.73K), Vestmark Advisory Solutions Inc. ($229.14K), Henrickson Nauta Wealth Advisors Inc. ($134.93K), and Parkshore Wealth Management Inc. ($98.31K).

Institutional investors have sold a total of 3,662,635 shares in the last 24 months. This volume of shares sold represents approximately $98.59M in transactions.


Related Companies

Institutional ownership data for NYSEARCA:DFGR is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 9/23/2026. New 13F filings are added each quarter as they're published.
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