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Dimensional Global Real Estate ETF (DFGR) Institutional Ownership

Dimensional Global Real Estate ETF logo
$30.29 +0.18 (+0.60%)
As of 11:47 AM 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)
262
Total
Institutional Inflows
(last 12 months)
$745.97M
Number of
Institutional Sellers
(last 12 months)
77
Total
Institutional Outflows
(last 12 months)
$117.82M
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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
7/10/2026 DiNuzzo Private Wealth Inc.1,844,046$53.42M5.3%+0.2%1.438%
7/10/2026 Peirce Capital Management LLC244,292$7.08M2.6%-3.5%0.191%
7/10/2026 Canvas Wealth Advisors LLC35,505$1.03M0.1%+352.8%0.028%
7/10/2026 Lam Group Inc.171,240$4.96M2.5%-9.0%0.134%
7/10/2026 Wealthcare Advisory Partners LLC48,817$1.41M0.0%+1.5%0.038%
7/9/2026 Ares Financial Consulting LLC27,805$806K0.6%+7.5%0.022%
7/9/2026 Great Waters Wealth Management951,736$27.57M2.6%+7.1%0.742%
7/9/2026 Tactive Advisors LLC18,097$524K0.1%-69.3%0.014%
7/8/2026 Colorado Capital Management Inc.176,587$5.12M1.7%+6.1%0.138%
7/8/2026 Quantum Financial Advisors LLC653,829$18.94M1.6%+1.2%0.510%
7/8/2026 Sprinkle Financial Consultants LLC378,545$10.97M4.3%+0.8%0.295%
7/8/2026 Shearwater Capital LLC27,845$807K0.4%+12.2%0.022%
7/8/2026 Apella Capital LLC342,804$10.10M0.1%+3.8%0.267%
7/8/2026 Evanson Financial LLC574,362$16.64M0.8%N/A0.448%
7/7/2026 Foster Group Inc.27,109$785K0.0%+12.5%0.021%
7/7/2026 Ridgeline Wealth LLC58,466$1.69M1.0%+5.6%0.046%
7/2/2026 Collective Family Office LLC22,863$662K0.1%+2.4%0.018%
6/24/2026 Optimus 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%
5/27/2026 Security 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%
5/18/2026 EverSource Wealth Advisors LLC163,087$4.34M0.1%-12.8%0.134%
5/16/2026Excelsior Advisor Network LLC7,734$206K0.1%N/A0.006%
5/15/2026 Vawter 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%
5/5/2026 D.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%
5/5/2026 Nwam 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%
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5/4/2026Vantage Point Financial LLC58,059$1.54M0.5%+8.7%0.048%
5/2/2026 Navigate Wealth Management LLC14,909$425K0.3%N/A0.012%
5/2/2026Diversify 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%
5/1/2026Simplicity 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%
4/29/2026 Rockwood 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%
4/29/2026 Canvas 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%
4/27/2026 Heffernan Advisory Inc.21,944$583K0.5%+9.0%0.018%
4/24/2026Root Financial Partners LLC40,526$1.08M0.0%+36.1%0.033%
4/24/2026 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%
4/23/2026Master 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%
4/23/2026Private 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%
4/23/2026McLean 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%
4/22/2026 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%
4/21/2026Maseco 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%
4/20/2026Aspen 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%
4/17/2026Krilogy Financial LLC114,273$3.27M0.1%-2.5%0.094%
4/17/2026Signal Advisors Wealth LLC28,383$754K0.1%+3.8%0.023%
4/17/2026 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%
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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%
4/16/2026Triad 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%
3/2/2026 Amicus 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%


DFGR Institutional Ownership - Frequently Asked Questions

During the previous two years, 323 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 306 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 27,854,769 shares in the last 24 months. This purchase volume represents approximately $745.97M in transactions.

Of the 77 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 4,410,316 shares in the last 24 months. This volume of shares sold represents approximately $117.82M in transactions.


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This page (NYSEARCA:DFGR) was last updated on 7/28/2026 by MarketBeat.com Staff.
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