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Dimensional Global Real Estate ETF (DFGR) Institutional Ownership

Dimensional Global Real Estate ETF logo
$28.68 +0.07 (+0.24%)
As of 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)
$841.32M
Number of
Institutional Sellers
(last 12 months)
87
Total
Institutional Outflows
(last 12 months)
$155.98M
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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
5/5/2026Geneos 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%
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%
3/9/2026Corient 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%
2/23/2026McMill 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%
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%
2/18/2026 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%
2/17/2026AQR Capital Management LLC33,951$897K0.0%+36.8%0.029%
2/17/2026 Abel Hall LLC52,818$1.40M0.3%+6.6%0.046%
2/17/2026Cetera 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%
2/17/2026AWM Capital LLC319,603$8.44M0.8%+1.8%0.278%
2/17/2026Osaic Holdings Inc.153,723$4.06M0.0%+11.1%0.134%
2/17/2026KM Capital Management Ltd.29,670$784K0.4%-49.0%0.026%
2/17/2026Hill Investment Group Partners LLC87,515$2.31M0.3%-2.1%0.076%
2/17/2026Donalies Financial Planning LLC11,562$305K0.3%N/A0.010%
2/17/2026Captrust Financial Advisors49,447$1.31M0.0%-11.0%0.043%
2/17/2026 Seaside Wealth Management Inc.21,569$570K0.2%-4.1%0.019%
2/16/2026 MML Investors Services LLC92,751$2.45M0.0%+7.7%0.081%
2/16/2026North Ridge Wealth Advisors Inc.293,297$7.75M4.3%+8.0%0.255%
2/16/2026Focus Partners Wealth4,005,871$105.84M0.1%+11.9%3.480%
2/16/2026Arax Advisory Partners747,077$19.74M0.6%N/A0.649%
2/13/2026 Kestra Advisory Services LLC45,799$1.21M0.0%+16.7%0.040%
2/13/2026 Burton Enright Welch111,389$2.94M0.4%N/A0.097%
2/13/2026Stifel Financial Corp41,396$1.09M0.0%-1.5%0.036%
2/13/2026Balanced Rock Investment Advisors LLC171,195$4.52M3.2%+9.0%0.149%
2/13/2026Smartleaf Asset Management LLC24,276$646K0.0%+66.8%0.021%
2/13/2026 Mosaic Family Wealth Partners LLC128,408$3.39M0.4%-0.6%0.112%
2/13/2026WPWealth LLP931,457$24.61M3.9%+7.2%0.809%


DFGR Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of DFGR shares?

During the previous two years, 316 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. ($150.64M), 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.

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

Of the 301 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 ($3.93M), JMG Financial Group Ltd. ($2.91M), LifeGuide Financial Advisors LLC ($2.41M), TCI Wealth Advisors Inc. ($1.87M), Brighton Jones LLC ($1.54M), and Maseco LLP ($1.52M).

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

Institutional investors have bought a total of 31,492,747 shares in the last 24 months. This purchase volume represents approximately $841.32M in transactions.

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

Of the 87 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: Jane Street Group LLC ($1.37M), 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), and Vawter Financial Ltd. ($151.77K).

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

Institutional investors have sold a total of 5,865,927 shares in the last 24 months. This volume of shares sold represents approximately $155.98M in transactions.


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