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Dimensional Global Real Estate ETF (DFGR) Institutional Ownership

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

Number of
Institutional Buyers
(last 12 months)
261
Total
Institutional Inflows
(last 12 months)
$1.54B
Number of
Institutional Sellers
(last 12 months)
63
Total
Institutional Outflows
(last 12 months)
$141.81M
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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
11/13/2026Mosaic Family Wealth Partners LLC120,152$3.25M0.2%N/A0.086%
11/12/2026 Jackson Thornton Wealth Management LLC38,508$1.04M0.1%N/A0.028%
11/11/2026 Hill Investment Group Partners LLC63,985$1.80M0.1%N/A0.046%
11/11/2026 Private Advisor Group LLC35,346$956K0.0%N/A0.025%
11/11/2026 Focus Advisor Solutions LLC2,017,148$54.56M0.4%N/A1.445%
11/11/2026 Colonial Trust Co SC1,038$28K0.0%N/A0.001%
11/11/2026 Aegis Wealth Management LLC95,879$2.59M1.3%N/A0.069%
11/10/2026 Vawter Financial Ltd.228,651$6.19M2.3%N/A0.164%
11/10/2026 Tilson Financial Group Inc.269,232$7.28M2.0%N/A0.193%
11/10/2026 Demming Financial Services Corp ADV9,319$252K0.3%N/A0.007%
11/9/2026 Cardiff Park Advisors LLC1,016$27K0.0%N/A0.001%
11/9/2026 Bessemer Group Inc.1,689$46K0.0%N/A0.001%
11/9/2026 Harbour Investments Inc.507,084$13.72M0.2%N/A0.364%
11/9/2026 Seaside Wealth Management Inc.21,767$589K0.1%N/A0.016%
11/9/2026 AlTi Global Inc.179,651$4.86M0.1%N/A0.129%
11/7/2026 McLean Asset Management Corp456,569$13.10M1.7%N/A0.328%
11/6/2026 Allworth Financial LP470,326$13.63M0.0%+9.8%0.337%
11/6/2026 Fifth Third Bancorp3,629$98K0.0%+155.7%0.003%
11/5/2026 First Command Advisory Services Inc.608,022$16.45M0.1%N/A0.438%
11/5/2026 Quarry Hill Advisors LLC46,197$1.25M0.5%N/A0.033%
11/4/2026 Burton Enright Welch109,563$2.96M0.3%+1.8%0.079%
11/4/2026 RHL Group LLC952$26K0.0%N/A0.001%
11/4/2026 Brighton Jones LLC3,247,255$87.84M1.5%N/A2.338%
11/3/2026 Cooper Haims Advisors LLC157,833$4.27M1.9%N/A0.114%
11/3/2026 Abacus Wealth Partners LLC14,331$388K0.0%N/A0.010%
11/3/2026 Ashton Thomas Private Wealth LLC5,657$153K0.0%N/A0.004%
11/3/2026 Canvas Wealth Advisors LLC34,354$964K0.1%-3.2%0.025%
11/2/2026 Syverson Strege & Co495,613$13.41M2.9%N/A0.357%
11/2/2026 New Dimensions Wealth Management LLC215,229$5.82M4.2%+5.5%0.155%
11/2/2026 Kestra Advisory Services LLC63,215$1.71M0.0%N/A0.046%
11/2/2026 REAP Financial Group LLC381,301$10.31M1.7%N/A0.275%
11/2/2026 Avant Financial Advisors LLC90,327$2.44M1.5%N/A0.065%
11/2/2026 Capstone Wealth Management LLC25,673$694K0.3%N/A0.018%
11/2/2026 Commonwealth Equity Services LLC464,954$12.58M0.0%N/A0.335%
10/31/2026 Chicago Partners Investment Group LLC103,173$2.86M0.1%N/A0.074%
10/30/2026 Integrity Alliance LLC.145,001$3.92M0.1%N/A0.105%
10/30/2026 Integrity Advisory Solutions LLC219,163$5.93M0.6%N/A0.158%
10/30/2026 New Capital Management LP192,666$5.21M1.2%N/A0.139%
10/30/2026 Elevate Wealth Advisory Inc.14,521$393K0.2%N/A0.010%
10/29/2026 Security Financial Services INC.10,170$275K0.0%N/A0.007%
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10/29/2026 Rachor Investment Advisory Services LLC4,311$117K0.1%N/A0.003%
10/29/2026 Wealth Advisors Northwest LLC128,372$3.47M1.2%N/A0.093%
10/29/2026 Vise Technologies Inc.69,234$1.87M0.0%+97.8%0.050%
10/29/2026 Modera Wealth Management LLC87,526$2.37M0.0%N/A0.063%
10/28/2026 Choreo LLC16,928$458K0.0%N/A0.012%
10/28/2026 Sterling Financial Planning Inc.255,734$6.92M1.9%N/A0.184%
10/28/2026 Fonville Wealth Management LLC11,302$306K0.0%N/A0.008%
10/28/2026 Sage Rhino Capital LLC159,187$4.31M0.7%N/A0.115%
10/28/2026 Creative Capital Management Investments LLC1,104,840$29.89M6.7%N/A0.797%
10/28/2026 D.A. Davidson & CO.85,995$2.33M0.0%N/A0.062%
10/27/2026 Willow Creek Wealth Management Inc.866,822$23.45M1.5%+4.1%0.628%
10/27/2026 Lam Group Inc.153,865$4.16M2.1%N/A0.111%
10/26/2026 Park Avenue Securities LLC91,765$2.48M0.0%N/A0.066%
10/26/2026 CSP Financial Group LLC70,652$1.91M1.9%+7.4%0.051%
10/26/2026 Larry Mathis Financial Planning LLC27,120$734K0.6%+113.6%0.020%
10/24/2026 Apollon Wealth Management LLC11,008$298K0.0%N/A0.008%
10/24/2026 Yardley Wealth Management LLC117,352$3.17M1.4%N/A0.085%
10/23/2026 Sensenig Capital Advisors Inc93,526$2.53M2.3%+6.6%0.068%
10/23/2026 Signaturefd LLC18,224$493K0.0%N/A0.013%
10/23/2026 Evanson Financial LLC597,561$16.16M0.8%+4.0%0.434%
10/23/2026 Simplicity Wealth LLC16,666$451K0.0%N/A0.012%
10/23/2026 Prudent Investor Advisors LLC62,979$1.70M1.3%N/A0.046%
10/23/2026 Washington Trust Advisors Inc.8,211$222K0.0%+24.2%0.006%
10/23/2026 Core Wealth Management Inc.35,625$964K0.3%N/A0.026%
10/22/2026 BIP Wealth LLC16,091$435K0.0%+49.3%0.012%
10/22/2026 Approach Retirement Advisors LLC12,088$327K0.2%-7.0%0.009%
10/22/2026 Clarity Wealth Development LLC195,100$5.28M3.0%N/A0.142%
10/22/2026 Mills Wealth Advisors LLC24,501$663K0.2%N/A0.018%
10/22/2026 Cogent Strategic Wealth LLC120,854$3.27M3.1%+8.2%0.088%
10/22/2026 Brookstone Capital Management25,695$695K0.0%N/A0.019%
10/22/2026 Root Financial Partners LLC68,430$1.85M0.1%N/A0.050%
10/22/2026 Reyes Financial Architecture Inc.2,462$67K0.0%N/A0.002%
10/22/2026 Essential Planning LLC.25,270$684K0.2%N/A0.018%
10/21/2026 Beacon Hill Wealth Management LTD.63,589$1.72M1.0%+19.8%0.046%
10/21/2026 Diversify Advisory Services LLC33,607$919K0.0%N/A0.025%
10/20/2026 Vestia Personal Wealth Advisors235,450$6.37M2.1%N/A0.172%
10/20/2026 JDH Wealth Management LLC191,916$5.19M3.1%N/A0.140%
10/20/2026 Verisail Partners LLC898,531$24.31M9.0%N/A0.655%
10/20/2026 Donalies Financial Planning LLC12,595$341K0.3%+3.3%0.009%
10/20/2026 Peirce Capital Management LLC244,313$6.61M2.4%N/A0.178%
10/20/2026 Equita Financial Network Inc.33,601$909K0.3%N/A0.025%
10/19/2026 AA Financial Advisors LLC45,815$1.24M0.1%N/A0.033%
10/19/2026 Abel Hall LLC57,424$1.55M0.3%N/A0.042%
10/19/2026 Client 1ST Advisory Group LLC8,554$231K0.1%N/A0.006%
10/19/2026 SageOak Financial LLC67,853$1.84M1.2%N/A0.049%
10/17/2026 IFP Advisors Inc14,429$390K0.0%+7.7%0.011%
10/17/2026 Gemmer Asset Management LLC9,052$245K0.0%N/A0.007%
10/17/2026 Forum Financial Management LP18,513,312$500.79M6.5%N/A13.523%
10/17/2026 AWM Capital LLC590,536$15.97M1.1%N/A0.431%
10/16/2026 KFG Wealth Management LLC10,564$286K0.0%N/A0.008%
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10/16/2026 Cyndeo Wealth Partners LLC64,614$1.75M0.1%N/A0.047%
10/16/2026 Aerodigm Wealth LLC21,059$570K0.2%N/A0.015%
10/16/2026 Selective Wealth Management Inc.19,432$532K0.1%N/A0.014%
10/15/2026 Two West Capital Advisors LLC14,593$398K0.2%N/A0.011%
10/15/2026 AdvisorNet Financial Inc231,067$6.27M0.3%N/A0.170%
10/15/2026 Cherry Tree Wealth Management LLC174,867$4.73M0.9%-5.9%0.128%
10/15/2026 C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors72,780$1.97M0.1%N/A0.053%
10/15/2026 Porter White Investment Advisors Inc.103,382$2.80M1.7%N/A0.076%
10/15/2026 Colorado Capital Management Inc.183,343$4.96M1.7%N/A0.135%
10/15/2026 First Pacific Financial22,284$603K0.1%N/A0.016%


DFGR Institutional Ownership - Frequently Asked Questions

During the previous two years, 340 institutional investors and hedge funds held shares of Dimensional Global Real Estate ETF. The most heavily invested institutionals were Forum Financial Management LP ($500.79M), Savant Capital LLC ($275.81M), JMG Financial Group Ltd. ($168.63M), Focus Partners Wealth ($105.84M), Brighton Jones LLC ($87.84M), 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 326 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: Forum Financial Management LP ($22.03M), Savant Capital LLC ($5.80M), Brighton Jones LLC ($4.29M), JMG Financial Group Ltd. ($2.67M), LifeGuide Financial Advisors LLC ($2.41M), Focus Advisor Solutions LLC ($2.02M), and Verisail Partners LLC ($1.77M).

Institutional investors have bought a total of 57,351,337 shares in the last 24 months. This purchase volume represents approximately $1.54B in transactions.

Of the 62 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: Heffernan Advisory Inc. ($2.18M), Focus Partners Advisor Solutions LLC ($890.24K), Total Wealth Planning LLC ($584.54K), Corient Private Wealth LP ($384.13K), Master S Wealth Management Inc. ($243.73K), Henrickson Nauta Wealth Advisors Inc. ($134.93K), and Parkshore Wealth Management Inc. ($98.31K).

Institutional investors have sold a total of 5,266,192 shares in the last 24 months. This volume of shares sold represents approximately $141.81M 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 11/13/2026. New 13F filings are added each quarter as they're published.
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