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Dimensional Global Real Estate ETF (DFGR) Institutional Ownership

Dimensional Global Real Estate ETF logo
$29.34 0.00 (0.00%)
As of 07/2/2026 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)
265
Total
Institutional Inflows
(last 12 months)
$818.38M
Number of
Institutional Sellers
(last 12 months)
86
Total
Institutional Outflows
(last 12 months)
$121.49M
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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
7/2/2026 Collective 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%
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%
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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%
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%
4/17/2026Krilogy Financial LLC114,273$3.27M0.1%-2.5%0.094%
4/17/2026Signal Advisors Wealth LLC28,383$754K0.1%+3.8%0.023%
4/17/2026AdvisorNet Financial Inc215,422$5.73M0.3%+6.0%0.178%
4/17/2026Brookstone Capital Management11,915$317K0.0%N/A0.010%
4/17/2026Capstone Wealth Management LLC21,559$573K0.4%+15.4%0.018%
4/16/2026Tactive Advisors LLC59,015$1.57M0.4%+2.8%0.049%
4/16/2026Henrickson Nauta Wealth Advisors Inc.214,005$5.69M1.6%-37.7%0.177%
4/16/2026Sprinkle Financial Consultants LLC375,364$9.98M4.6%+5.4%0.310%
4/16/2026JDH Wealth Management LLC176,715$4.70M3.2%+5.1%0.146%
4/16/2026Triad Wealth Partners LLC12,526$333K0.0%+14.3%0.010%
3/12/2026Nalls Sherbakoff Group LLC1,876$50K0.0%N/A0.002%
3/9/2026Corient Private Wealth LLC682,977$18.04M0.0%+18.1%0.593%
3/2/2026Cogent Strategic Wealth LLC111,829$3.01M3.3%N/A0.097%
3/2/2026Amicus Financial Advisors LLC35,129$928K0.3%N/A0.031%
2/24/2026TRU Independence Asset Management 2 LLC41,689$1.10M0.7%+12.2%0.036%
2/23/2026McMill Wealth Management219,516$5.80M1.6%+13.2%0.191%
2/19/2026Professional Financial Solutions LLC ADV7,921$209K0.2%N/A0.007%
2/19/2026Corient Private Wealth LLC682,977$18.04M0.0%+18.1%0.593%
2/18/2026Mercer Global Advisors Inc. ADV113,221$2.99M0.0%-2.7%0.098%
2/18/2026Beacon Pointe Advisors LLC915,337$24.18M0.2%+35.8%0.795%
2/18/2026EP Wealth Advisors LLC207,892$5.49M0.0%N/A0.181%
2/18/2026NewEdge Advisors LLC89,278$2.36M0.0%-4.8%0.078%
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2/18/2026Veratis Advisors Inc.93,451$2.68M2.2%N/A0.081%
2/18/2026Sterling Wealth Management Inc.94,976$2.51M0.7%+10.2%0.083%
2/18/2026RS Crum Inc.641,075$16.94M3.4%+4.4%0.557%
2/17/2026Redwood Park Advisors LLC1,889$50K0.0%+148.9%0.002%
2/17/2026AQR Capital Management LLC33,951$897K0.0%+36.8%0.029%
2/17/2026Abel Hall LLC52,818$1.40M0.3%+6.6%0.046%
2/17/2026Cetera Investment Advisers14,159$374K0.0%-18.7%0.012%
2/17/2026Equitable Holdings Inc.21,386$565K0.0%+12.0%0.019%
2/17/2026Wealth Architects LLC258,803$6.84M0.6%+10.5%0.225%
2/17/2026GeoWealth Management LLC237,135$6.27M0.2%+1.1%0.206%


DFGR Institutional Ownership - Frequently Asked Questions

During the previous two years, 322 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 305 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 ($6.56M), Forum Financial Management LP ($3.78M), JMG Financial Group Ltd. ($3.56M), LifeGuide Financial Advisors LLC ($2.41M), TCI Wealth Advisors Inc. ($1.81M), Maseco LLP ($1.52M), and Brighton Jones LLC ($1.40M).

Institutional investors have bought a total of 30,610,474 shares in the last 24 months. This purchase volume represents approximately $818.38M in transactions.

Of the 86 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 ($1.10M), Corient Private Wealth LLC ($645.46K), Total Wealth Planning LLC ($584.54K), Master S Wealth Management Inc. ($243.73K), Vestmark Advisory Solutions Inc. ($229.14K), Vawter Financial Ltd. ($151.77K), and Henrickson Nauta Wealth Advisors Inc. ($129.76K).

Institutional investors have sold a total of 4,552,745 shares in the last 24 months. This volume of shares sold represents approximately $121.49M in transactions.


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This page (NYSEARCA:DFGR) was last updated on 7/5/2026 by MarketBeat.com Staff.
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