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Dimensional Global Real Estate ETF (DFGR) Institutional Ownership

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$23.87
+0.03 (+0.13%)
(As of 04/26/2024 08:52 PM ET)
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Institutional Ownership Changes (13F Filings) for Dimensional Global Real Estate ETF (NYSEARCA:DFGR)

Number of
Institutional Buyers
(last 12 months)
127
Total
Institutional Inflows
(last 12 months)
$796.79M
Number of
Institutional Sellers
(last 12 months)
25
Total
Institutional Outflows
(last 12 months)
$22.06M
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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
4/26/2024 Sage Rhino Capital LLC57,982$1.48M0.3%+6.4%0.090%
4/26/2024 Quantum Financial Advisors LLC846,314$21.61M3.8%-3.3%1.316%
4/26/2024 Sprinkle Financial Consultants LLC293,292$7.49M6.4%+25.7%0.456%
4/26/2024 Claris Advisors LLC MO21,919$560K0.3%+23.9%0.034%
4/25/2024 Tilson Financial Group Inc.157,957$4.03M2.2%+23.2%0.246%
4/25/2024 North Ridge Wealth Advisors Inc.126,924$3.24M2.5%+11.7%0.197%
4/24/2024 Krilogy Financial LLC85,195$2.18M0.2%+3.6%0.132%
4/24/2024 SOL Capital Management CO78,170$2.00M0.3%-0.7%0.122%
4/24/2024 Waypoint Wealth Partners Inc.107,532$2.75M0.8%+8.2%0.167%
4/24/2024 First Pacific Financial14,683$375K0.1%+369.0%0.023%
4/23/2024 Creative Capital Management Investments LLC477,737$12.20M6.3%+13.4%0.743%
4/22/2024 Corrigan Financial Inc.205,013$5.23M1.3%+85.0%0.319%
4/22/2024 Rockwood Wealth Management LLC12,283$314K0.0%N/A0.019%
4/22/2024 Bay Harbor Wealth Management LLC13,512$345K0.1%+19.2%0.021%
4/19/2024 Level Financial Advisors196,237$5.01M2.3%+72.6%0.305%
4/19/2024 Retirement Guys Formula LLC78,713$2.01M1.0%+1.0%0.122%
4/18/2024 Total Wealth Planning LLC312,364$7.98M1.4%+23.2%0.486%
4/18/2024 Morris Financial Concepts Inc.28,068$717K0.4%+152.6%0.092%
4/18/2024 Advisory Services & Investments LLC223,570$5.71M3.9%+5.4%0.733%
4/17/2024 Private Ocean LLC2,031,427$51.86M5.5%+9.5%6.660%
4/17/2024 Meritas Wealth Management LLC64,482$1.65M1.1%-1.4%0.211%
4/16/2024 Firethorn Wealth Partners LLC12,639$323K0.2%N/A0.041%
4/16/2024 Wealth Enhancement Advisory Services LLC255,550$6.52M0.0%+8.7%0.838%
4/15/2024 Visionary Horizons LLC19,815$480K0.4%+22.2%0.065%
4/15/2024 McNamara Financial Services Inc.39,189$1M0.2%+15.6%0.128%
4/15/2024 Henrickson Nauta Wealth Advisors Inc.41,610$1.02M0.4%+36.9%0.136%
4/15/2024 Great Oak Capital Partners LLC134,845$3.44M1.5%-30.8%0.442%
4/13/2024 Evanson Asset Management LLC206,109$5.26M0.4%+27.6%0.676%
4/12/2024 AdvisorNet Financial Inc159,713$4.08M0.4%+56.0%0.524%
4/11/2024 Market Street Wealth Management Advisors LLC44,590$1.14M0.2%+14.7%0.146%
4/11/2024 RFG Advisory LLC139,952$3.57M0.1%+5.8%0.459%
4/10/2024Trust Co of the South29,614$756K0.2%+51.1%0.097%
4/10/2024 Apella Capital LLC284,770$7.22M0.4%-20.8%0.934%
4/10/2024 Abacus Wealth Partners LLC18,785$480K0.1%-16.4%0.062%
4/10/2024 Shotwell Rutter Baer Inc152,466$3.87M7.8%+0.8%0.500%
4/9/2024 New Capital Management LP289,728$7.40M2.2%-20.8%0.950%
4/9/2024 Great Waters Wealth Management436,366$11.14M1.8%+10.3%1.431%
4/5/2024 Lam Group Inc.167,940$4.29M3.5%+290.4%0.551%
4/4/2024 Shearwater Capital LLC10,045$256K0.2%+12.5%0.033%
4/2/2024 Peirce Capital Management LLC272,917$6.97M3.8%+10.5%0.895%
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2/28/2024Abel Hall LLC30,141$783K0.7%N/A0.099%
2/26/2024 Great Oak Capital Partners LLC194,895$5.06M2.7%N/A0.639%
2/23/2024 Chicago Partners Investment Group LLC103,799$2.57M0.1%-1.7%0.340%
2/15/2024Buckingham Strategic Partners LLC357,216$9.28M0.4%+65.8%1.171%
2/15/2024Buckingham Strategic Wealth LLC1,688,305$43.86M0.5%+301.9%5.535%
2/14/2024Syverson Strege & Co360,752$9.37M3.6%N/A1.183%
2/14/2024True Wealth Design LLC20,095$522K0.1%-3.6%0.066%
2/14/2024Northwest Wealth Management LLC14,881$387K0.1%N/A0.049%
2/14/2024Wescott Financial Advisory Group LLC1,117,315$29.03M4.1%-0.4%3.663%
2/13/2024Client 1ST Advisory Group LLC48,527$1.26M0.6%+53.2%0.159%
2/13/2024Vawter Financial Ltd.95,216$2.47M1.9%+253.1%0.312%
2/13/2024 Advisory Services & Investments LLC212,204$5.51M4.1%-1.2%0.696%
2/13/2024Summit Financial Strategies Inc.407,311$10.58M1.6%N/A1.335%
2/12/2024American Investment Services Inc.149,474$3.88M0.7%+58.1%0.490%
2/12/2024 Sprinkle Financial Consultants LLC233,310$6.06M6.2%N/A0.765%
2/12/2024Warwick Investment Management Inc.8,097$210K0.1%N/A0.027%
2/12/2024WorthPointe LLC20,664$537K0.3%+81.4%0.068%
2/12/2024RS Crum Inc.588,976$15.30M4.7%+30.8%1.931%
2/9/2024Orion Portfolio Solutions LLC16,432$425K0.0%-3.0%0.054%
2/9/2024EverSource Wealth Advisors LLC13,641$354K0.0%+90.9%0.045%
2/9/2024Trexquant Investment LP9,671$251K0.0%N/A0.032%
2/9/2024Corient Private Wealth LLC2,178,755$56.60M0.1%+23.7%7.143%
2/9/2024D.A. Davidson & CO.45,423$1.18M0.0%+20.8%0.149%
2/8/2024 Quarry Hill Advisors LLC48,291$1.26M1.0%+97.7%0.158%
2/8/2024Private Wealth Management Group LLC373,568$9.71M4.8%N/A1.225%
2/8/2024Beacon Pointe Advisors LLC114,689$2.98M0.0%+5.4%0.376%
2/7/2024Forum Financial Management LP13,940,748$362.18M6.8%+12.4%45.707%
2/7/2024 Abacus Wealth Partners LLC22,464$584K0.1%+64.0%0.074%
2/6/2024Cherry Tree Wealth Management LLC72,754$1.89M0.5%+22.4%0.239%
2/6/2024 Capital Performance Advisors LLP10,380$270K0.1%N/A0.034%
2/6/2024TCI Wealth Advisors Inc.672,575$17.47M1.9%+546.7%2.205%
2/6/2024W.H. Cornerstone Investments Inc.17,660$459K0.4%N/A0.058%
2/6/2024 Claris Advisors LLC MO17,690$460K0.3%N/A0.058%
2/6/2024Vestmark Advisory Solutions Inc.131,327$3.41M0.2%+14.9%0.431%
2/6/2024SRS Capital Advisors Inc.575,939$14.96M1.7%+3.7%1.888%
2/6/2024DiNuzzo Private Wealth Inc.1,491,330$38.75M5.5%N/A4.890%
2/6/2024 Creative Capital Management Investments LLC421,177$10.94M6.3%+62.5%1.381%
2/5/2024 Sage Rhino Capital LLC54,476$1.42M0.4%-2.5%0.179%
2/5/2024Savant Capital LLC1,563,595$40.62M0.5%+81.4%5.127%
2/5/2024Brighton Jones LLC1,258,142$32.69M1.4%+128.5%4.125%
2/5/2024 Total Wealth Planning LLC253,597$6.59M1.2%+29.8%0.831%
2/2/2024 Core Wealth Management Inc.26,342$684K0.3%+167.8%0.086%
2/2/2024Red Lighthouse Investment Management LLC2,373$62K0.0%+20.6%0.008%
2/2/2024Truist Financial Corp20,514$533K0.0%+9.5%0.067%
2/2/2024 Rather & Kittrell Inc.117,958$3.07M1.1%N/A0.387%
2/2/2024JMG Financial Group Ltd.2,100,702$54.58M2.3%+26.0%6.888%
2/1/2024SC&H Financial Advisors Inc.35,246$916K0.3%+194.3%0.116%
1/31/2024Sterling Financial Planning Inc.86,960$2.26M1.0%+27.9%0.285%
1/30/2024 Peirce Capital Management LLC246,962$6.42M3.9%N/A0.810%
1/30/2024 Lam Group Inc.43,020$1.12M1.0%+583.9%0.141%
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1/30/2024 Market Street Wealth Management Advisors LLC38,860$1.01M0.2%N/A0.127%
1/29/2024 Morris Financial Concepts Inc.11,112$289K0.2%+75.8%0.036%
1/29/2024 Tilson Financial Group Inc.128,259$3.33M2.1%+114.6%0.421%
1/29/2024Mosaic Family Wealth Partners LLC481,678$12.51M2.2%-1.0%1.579%
1/29/2024 McNamara Financial Services Inc.33,908$881K0.2%+5.0%0.111%
1/26/2024 Bay Harbor Wealth Management LLC11,333$294K0.1%N/A0.037%
1/26/2024 Krilogy Financial LLC82,218$2.14M0.2%-37.7%0.270%
1/25/2024 RFG Advisory LLC132,319$3.44M0.1%-35.5%0.434%
1/25/2024 SOL Capital Management CO78,740$2.05M0.3%+55.1%0.258%
1/25/2024Ruedi Wealth Management Inc.11,787$306K0.1%+37.3%0.039%
(Data available from 1/1/2016 forward)

DFGR Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of DFGR shares?

During the previous two years, 130 institutional investors and hedge funds held shares of Dimensional Global Real Estate ETF. The most heavily invested institutionals were Dimensional Fund Advisors LP ($4.88B), Forum Financial Management LP ($362.18M), Corient Private Wealth LLC ($56.60M), JMG Financial Group Ltd. ($54.58M), Private Ocean LLC ($51.86M), Buckingham Strategic Wealth LLC ($43.86M), and Savant Capital LLC ($40.62M).Learn more on DFGR's institutional investors.

Which institutional investors have been buying Dimensional Global Real Estate ETF stock?

Of the 130 institutional investors that purchased Dimensional Global Real Estate ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Forum Financial Management LP ($13.94M), JMG Financial Group Ltd. ($2.10M), Private Ocean LLC ($2.03M), Savant Capital LLC ($1.56M), DiNuzzo Private Wealth Inc. ($1.49M), Buckingham Strategic Wealth LLC ($1.29M), and Brighton Jones LLC ($1.24M).

How much institutional buying is happening at Dimensional Global Real Estate ETF?

Institutional investors have bought a total of 39,889,866 shares in the last 24 months. This purchase volume represents approximately $981.28M in transactions.

Which Dimensional Global Real Estate ETF major shareholders have been selling company stock?

Of the 25 institutional investors that sold Dimensional Global Real Estate ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Cable Hill Partners LLC ($269.25K), Lam Group Inc. ($194.13K), New Capital Management LP ($75.90K), RFG Advisory LLC ($75.89K), Apella Capital LLC ($74.75K), Great Oak Capital Partners LLC ($60.05K), and Krilogy Financial LLC ($49.75K).

How much institutional selling is happening at Dimensional Global Real Estate ETF?

Institutional investors have sold a total of 910,388 shares in the last 24 months. This volume of shares sold represents approximately $22.10M in transactions.


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This page (NYSEARCA:DFGR) was last updated on 4/29/2024 by MarketBeat.com Staff

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