Free Trial
→ SpaceX will mint billionaires. You won't be one of them. (From Behind the Markets) (Ad)tc pixel Free DFGR Stock Alerts

Dimensional Global Real Estate ETF (DFGR) Institutional Ownership

Dimensional Global Real Estate ETF logo
$29.48 0.00 (0.00%)
As of 06/12/2026 04:10 PM Eastern
Compare

Institutional Ownership Changes (13F Filings) for Dimensional Global Real Estate ETF (NYSEARCA:DFGR)

Number of
Institutional Buyers
(last 12 months)
266
Total
Institutional Inflows
(last 12 months)
$818.87M
Number of
Institutional Sellers
(last 12 months)
85
Total
Institutional Outflows
(last 12 months)
$122.28M
Get DFGR Insider Trade Alerts

Want to know when executives and insiders are buying or selling Dimensional Global Real Estate ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Subscribe Now
SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

DFGR Institutional Buying and Selling by Quarter

Dimensional Global Real Estate ETF Major Shareholders & Ownership History

Export
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
6/11/2026 E Wealth Partners LLC42,544$1.13M0.9%+8.7%0.035%
6/3/2026 NewEdge Advisors LLC78,324$2.08M0.0%-12.3%0.064%
5/27/2026 Security Financial Services INC.10,299$274K0.0%+11.9%0.008%
5/19/2026 Western Wealth Management LLC2,000$53K0.0%N/A0.002%
5/19/2026 NewEdge Advisors LLC71,610$1.90M0.0%-19.8%0.059%
5/18/2026 EverSource Wealth Advisors LLC163,087$4.34M0.1%-12.8%0.134%
5/16/2026 Excelsior Advisor Network LLC7,734$206K0.1%N/A0.006%
5/15/2026 Vawter Financial Ltd.191,972$5.10M2.1%+4.4%0.158%
5/15/2026 Broadhurst Jeffrey B12,335$328K0.3%N/A0.010%
5/13/2026 Cetera Investment Advisers13,723$365K0.0%-3.1%0.011%
5/13/2026 American Investment Services Inc.358,613$9.53M2.1%+7.2%0.294%
5/8/2026 JMG Financial Group Ltd.6,344,111$168.63M4.6%+11.3%5.209%
5/6/2026 Sterling Financial Planning Inc.235,258$6.25M1.9%+7.2%0.193%
5/6/2026 Modera Wealth Management LLC37,377$993K0.0%-1.8%0.031%
5/6/2026 Angeles Wealth Management LLC2,699$72K0.0%N/A0.002%
5/5/2026 D.A. Davidson & CO.86,244$2.29M0.0%+2.4%0.071%
5/5/2026 Geneos Wealth Management Inc.51,802$1.38M0.0%+11.1%0.043%
5/5/2026 Cogent Strategic Wealth LLC113,828$3.03M3.1%+1.8%0.093%
5/5/2026 MB Generational Wealth LLC24,744$658K0.4%+1.7%0.020%
5/5/2026 Nwam LLC14,652$389K0.0%-13.3%0.012%
5/4/2026 Chicago Partners Investment Group LLC102,694$2.91M0.1%+0.5%0.084%
5/4/2026 Ruedi Wealth Management Inc.190,966$5.08M1.3%+10.1%0.157%
5/4/2026 Vantage Point Financial LLC58,059$1.54M0.5%+8.7%0.048%
5/2/2026 Navigate Wealth Management LLC14,909$425K0.3%N/A0.012%
5/2/2026 Diversify Wealth Management LLC25,415$721K0.0%+15.3%0.021%
5/1/2026 Summit Financial Strategies Inc.1,062,100$28.23M2.2%+10.9%0.875%
5/1/2026 Simplicity Wealth LLC11,716$311K0.0%+6.1%0.010%
4/30/2026 Mosaic Family Wealth Partners LLC117,504$3.12M0.3%-8.5%0.097%
4/30/2026 Kestra Advisory Services LLC51,247$1.36M0.0%+11.9%0.042%
4/29/2026 Rockwood Wealth Management LLC1,006,511$26.75M1.9%+11.7%0.829%
4/29/2026 Sage Rhino Capital LLC99,972$2.66M0.5%+18.2%0.082%
4/29/2026 Core Wealth Management Inc.35,129$934K0.3%+25.3%0.029%
4/29/2026 Canvas Wealth Advisors LLC7,841$208K0.0%N/A0.006%
4/28/2026 Planning Center Inc.547,107$14.54M1.5%-0.4%0.451%
4/28/2026 Brighton Jones LLC2,798,216$74.38M3.1%+7.2%2.305%
4/27/2026 TCI Wealth Advisors Inc.2,784,684$74.02M3.9%+4.9%2.294%
4/27/2026 Private Advisor Group LLC25,610$681K0.0%+1.4%0.021%
4/27/2026 Financial Plan Inc.927,539$24.65M2.6%+8.9%0.764%
4/27/2026 Heffernan Advisory Inc.21,944$583K0.5%+9.0%0.018%
4/24/2026 Root Financial Partners LLC40,526$1.08M0.0%+36.1%0.033%
SpaceX will mint billionaires. You won't be one of them. (Ad)

By the time a company goes public, 95% of the profits are typically already gone. SpaceX insiders bought in at a $20 billion valuation - you're being offered entry at $1.75 trillion. But one small, publicly traded company sits directly in SpaceX's supply chain, still priced like Wall Street hasn't noticed. It powers critical infrastructure Musk's operation can't run without. Dylan Jovine is naming it today, free.tc pixel

Get the ticker before Wall Street connects the dots
4/24/2026 Keb Asset Management LLC101,572$2.70M0.5%+14.0%0.084%
4/24/2026 First Pacific Financial22,237$591K0.1%+19.1%0.018%
4/23/2026 Master S Wealth Management Inc.40,498$1.08M0.4%-15.1%0.033%
4/23/2026 SJS Investment Consulting Inc.329,549$8.76M1.1%+10.7%0.272%
4/23/2026 Forum Financial Management LP17,521,862$465.73M6.6%+5.3%14.469%
4/23/2026 Private Wealth Management Group LLC608,166$16.17M4.2%+6.8%0.502%
4/23/2026 Avant Financial Advisors LLC85,077$2.26M1.6%+1.5%0.070%
4/23/2026 Guardian Wealth Management LLC905,321$24.06M7.3%+3.6%0.748%
4/23/2026 McLean Asset Management Corp267,340$7.11M1.2%+81.1%0.221%
4/23/2026 TRU Independence Asset Management 2 LLC44,133$1.17M0.7%+5.9%0.036%
4/23/2026 Clarity Wealth Development LLC178,255$4.74M3.9%+4.1%0.147%
4/22/2026 Lam Group Inc.188,110$5M2.7%-7.1%0.155%
4/22/2026 Foundry Financial LLC89,855$2.39M1.0%+21.3%0.074%
4/22/2026 Larry Mathis Financial Planning LLC9,429$251K0.2%N/A0.008%
4/22/2026 Creative Capital Management Investments LLC898,626$23.89M6.9%+11.5%0.742%
4/21/2026 AA Financial Advisors LLC42,437$1.13M0.2%N/A0.035%
4/21/2026 Maseco LLP1,556,109$41.33M1.3%+5.8%1.285%
4/21/2026 Peirce Capital Management LLC253,023$6.73M2.6%+0.6%0.209%
4/21/2026 KFG Wealth Management LLC12,594$335K0.0%-79.0%0.010%
4/20/2026 Dopkins Wealth Management LLC11,601$308K0.1%-13.5%0.010%
4/20/2026 Live Oak Private Wealth LLC19,257$512K0.1%+34.8%0.016%
4/20/2026 Blue Trust Inc.34,362$913K0.0%+1.9%0.028%
4/20/2026 Aspen Capital Management LLC546,636$14.53M3.6%+1.0%0.451%
4/20/2026 RFG Advisory LLC273,464$7.27M0.1%-3.4%0.226%
4/20/2026 Apella Capital LLC330,207$9.57M0.1%+2.0%0.273%
4/18/2026 Great Waters Wealth Management888,367$23.61M2.5%+6.9%0.734%
4/17/2026 Krilogy Financial LLC114,273$3.27M0.1%-2.5%0.094%
4/17/2026 Signal Advisors Wealth LLC28,383$754K0.1%+3.8%0.023%
4/17/2026 AdvisorNet Financial Inc215,422$5.73M0.3%+6.0%0.178%
4/17/2026 Brookstone Capital Management11,915$317K0.0%N/A0.010%
4/17/2026 Capstone Wealth Management LLC21,559$573K0.4%+15.4%0.018%
4/16/2026 Tactive Advisors LLC59,015$1.57M0.4%+2.8%0.049%
4/16/2026 Henrickson Nauta Wealth Advisors Inc.214,005$5.69M1.6%-37.7%0.177%
4/16/2026 Sprinkle Financial Consultants LLC375,364$9.98M4.6%+5.4%0.310%
4/16/2026 JDH Wealth Management LLC176,715$4.70M3.2%+5.1%0.146%
4/16/2026 Triad Wealth Partners LLC12,526$333K0.0%+14.3%0.010%
3/12/2026Nalls Sherbakoff Group LLC1,876$50K0.0%N/A0.002%
3/9/2026 Corient Private Wealth LLC682,977$18.04M0.0%+18.1%0.593%
3/2/2026 Cogent Strategic Wealth LLC111,829$3.01M3.3%N/A0.097%
3/2/2026 Amicus Financial Advisors LLC35,129$928K0.3%N/A0.031%
2/24/2026 TRU Independence Asset Management 2 LLC41,689$1.10M0.7%+12.2%0.036%
2/23/2026 McMill Wealth Management219,516$5.80M1.6%+13.2%0.191%
2/19/2026 Professional Financial Solutions LLC ADV7,921$209K0.2%N/A0.007%
2/19/2026 Corient Private Wealth LLC682,977$18.04M0.0%+18.1%0.593%
2/18/2026 Mercer Global Advisors Inc. ADV113,221$2.99M0.0%-2.7%0.098%
2/18/2026 Beacon Pointe Advisors LLC915,337$24.18M0.2%+35.8%0.795%
2/18/2026 EP Wealth Advisors LLC207,892$5.49M0.0%N/A0.181%
2/18/2026 NewEdge Advisors LLC89,278$2.36M0.0%-4.8%0.078%
2/18/2026Veratis Advisors Inc.93,451$2.68M2.2%N/A0.081%
2/18/2026 Sterling Wealth Management Inc.94,976$2.51M0.7%+10.2%0.083%
The REAL Reason Trump is Invading Iran (Ad)

For a moment… Forget about Trump’s ties to Israel. Forget about reports of Iran’s nuclear program. Because my research has led me to believe we’re risking World War 3 with Iran for a completely different reason.tc pixel

Click here to find out what it is.
2/18/2026 RS Crum Inc.641,075$16.94M3.4%+4.4%0.557%
2/17/2026 Redwood Park Advisors LLC1,889$50K0.0%+148.9%0.002%
2/17/2026 AQR Capital Management LLC33,951$897K0.0%+36.8%0.029%
2/17/2026 Abel Hall LLC52,818$1.40M0.3%+6.6%0.046%
2/17/2026 Cetera Investment Advisers14,159$374K0.0%-18.7%0.012%
2/17/2026 Equitable Holdings Inc.21,386$565K0.0%+12.0%0.019%
2/17/2026 Wealth Architects LLC258,803$6.84M0.6%+10.5%0.225%
2/17/2026 GeoWealth Management LLC237,135$6.27M0.2%+1.1%0.206%
2/17/2026 AWM Capital LLC319,603$8.44M0.8%+1.8%0.278%
2/17/2026 Osaic Holdings Inc.153,723$4.06M0.0%+11.1%0.134%


DFGR Institutional Ownership - Frequently Asked Questions

During the previous two years, 321 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 30,628,736 shares in the last 24 months. This purchase volume represents approximately $818.87M in transactions.

Of the 85 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 4,582,058 shares in the last 24 months. This volume of shares sold represents approximately $122.28M in transactions.


Related Companies

This page (NYSEARCA:DFGR) was last updated on 6/15/2026 by MarketBeat.com Staff.
From Our Partners
The 1934 playbook
In 1934, a legal government maneuver transferred billions in wealth overnight. Most Americans never saw it com...
American Alternative | Sponsoredtc pixel
Trump's gold order: the announcement they won't put on the front page
On August 15, 1971, Nixon interrupted prime-time television and ended the gold standard in 15 minutes - no deb...
Reagan Gold Group | Sponsoredtc pixel
Louis Navellier: My #1 AI stock for 2026 (name & ticker inside)
Louis Navellier's Stock Grader system helped him flag Nvidia before its 82,000% run and has identified the top...
InvestorPlace | Sponsoredtc pixel
Trump Takes Emergency Action - Plus Elon Musk's New Venture
Elon Musk has quietly launched a new venture - one that has nothing to do with rockets, EVs, or Neuralink. Tru...
Altimetry | Sponsoredtc pixel
Is SpaceX really worth 1.78 Trillion?
With SpaceX approaching a near-$2 trillion valuation, most investors are focused on the IPO itself - but analy...
InvestPub | Sponsoredtc pixel
Hey, it's Jon Najarian. The SpaceX IPO is right around the corner. But I discovered Elon may have something BIGGER planned. Check this out before June 9th...
After being invited to the SpaceX launch headquarters in Cape Canaveral from one of Elon's top lobbyists… Hall...
Banyan Hill Publishing | Sponsoredtc pixel
CODE RED: AI Meltdown Imminent?
After correctly predicting the 2008 and 2020 stock market meltdowns, I believe this AI company is about to tri...
Paradigm Press | Sponsoredtc pixel
SpaceX is chump change compared to Elon’s $20T ‘iPhone’
Early Apple investors saw peak gains as high as 7,537% after the iPhone launched. Now, multiple insider source...
StocksToTrade | Sponsoredtc pixel