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Dimensional Global Real Estate ETF (DFGR) Institutional Ownership

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$26.53 +0.01 (+0.04%)
Closing price 08/1/2025 04:10 PM Eastern
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$26.51 -0.02 (-0.08%)
As of 08/1/2025 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)
215
Total
Institutional Inflows
(last 12 months)
$669.33M
Number of
Institutional Sellers
(last 12 months)
77
Total
Institutional Outflows
(last 12 months)
$121.26M
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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
8/1/2025JDH Wealth Management LLC144,375$3.87M3.0%+4.4%0.151%
8/1/2025Austin Private Wealth LLC16,033$430K0.0%+31.9%0.017%
8/1/2025Equita Financial Network Inc.30,146$809K0.3%+14.3%0.032%
8/1/2025Red Lighthouse Investment Management LLC4,830$130K0.0%+103.5%0.005%
8/1/2025Envestnet Asset Management Inc.222,765$5.98M0.0%+4.8%0.233%
7/31/2025 Brighton Jones LLC2,219,008$59.54M1.6%+5.2%2.319%
7/31/2025 Core Wealth Management Inc.22,191$595K0.2%+11.0%0.023%
7/31/2025 Aspen Capital Management LLC473,614$12.71M3.6%+6.7%0.495%
7/31/2025 Focus Partners Advisor Solutions LLC1,152,913$30.93M0.4%-1.4%1.205%
7/31/2025 Glass Jacobson Investment Advisors llc8,997$241K0.1%+8.6%0.009%
7/31/2025 LJI Wealth Management LLC26,408$709K0.1%+2.3%0.028%
7/31/2025 AlTi Global Inc.179,651$4.82M0.1%N/A0.188%
7/31/2025 Planning Center Inc.522,403$14.02M1.5%+2.6%0.546%
7/30/2025 Forum Financial Management LP14,517,559$389.51M5.9%+2.0%15.170%
7/30/2025 D.A. Davidson & CO.74,557$2M0.0%+3.9%0.078%
7/30/2025 Jackson Thornton Wealth Management LLC19,415$520K0.1%+3.7%0.020%
7/29/2025 Grunden Financial Advisory Inc.10,431$280K0.1%+10.8%0.011%
7/29/2025 Wealthstream Advisors Inc.19,446$522K0.1%-16.0%0.020%
7/29/2025 Private Wealth Management Group LLC511,173$13.72M4.6%+2.7%0.534%
7/29/2025 Master S Wealth Management Inc.271,915$7.30M3.4%+5.6%0.284%
7/28/2025 Verisail Partners LLC783,538$21.02M8.9%+1.6%0.819%
7/28/2025 Morris Financial Concepts Inc.55,836$1.50M0.6%+12.0%0.058%
7/28/2025 Sterling Financial Planning Inc.202,568$5.44M1.8%+8.3%0.212%
7/28/2025 Delap Wealth Advisory LLC19,745$530K0.3%+3.1%0.021%
7/28/2025 RFG Advisory LLC276,388$7.42M0.2%-2.7%0.289%
7/25/2025 Wealth Architects LLC221,720$5.95M0.6%+9.8%0.232%
7/25/2025 Ruedi Wealth Management Inc.133,536$3.58M1.1%+5.9%0.140%
7/25/2025 Index Fund Advisors Inc.778,024$20.87M1.2%+8.9%0.813%
7/25/2025 McNamara Financial Services Inc.48,706$1.31M0.3%-4.8%0.051%
7/25/2025 LRI Investments LLC141,374$3.79M0.3%-3.9%0.148%
7/25/2025 Hemington Wealth Management174,938$4.69M0.7%+15.0%0.183%
7/24/2025 VanderPol Investments L.L.C.9,891$265K0.6%+4.9%0.010%
7/24/2025 Blue Trust Inc.37,015$993K0.0%+5.2%0.039%
7/24/2025 Cyndeo Wealth Partners LLC18,499$496K0.0%+3.0%0.019%
7/24/2025 Vantage Point Financial LLC39,548$1.06M0.5%+5.8%0.041%
7/24/2025 Wealth Advisors Northwest LLC66,134$1.77M0.9%+35.1%0.069%
7/23/2025 Quarry Hill Advisors LLC36,978$992K0.6%+7.0%0.039%
7/23/2025 Abel Hall LLC44,935$1.21M0.6%-2.9%0.047%
7/23/2025 REAP Financial Group LLC224,548$6.03M1.4%-0.8%0.235%
7/23/2025 Wealth Management Nebraska420,127$11.21M1.6%+7.6%0.439%
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7/22/2025 AWM Capital LLC256,262$6.88M0.7%+93.8%0.268%
7/22/2025 Simplicity Wealth LLC20,990$563K0.0%-21.2%0.022%
7/22/2025 Sutton Place Investors LLC27,044$726K0.4%+17.0%0.028%
7/22/2025 Wealthcare Advisory Partners LLC68,537$1.84M0.0%+2.1%0.072%
7/22/2025 Firethorn Wealth Partners LLC24,648$661K0.3%+3.8%0.026%
7/22/2025 Bay Harbor Wealth Management LLC28,336$760K0.2%+5.4%0.030%
7/22/2025 Silvia Mccoll Wealth Management LLC60,147$1.61M1.2%-4.8%0.063%
7/21/2025 Keb Asset Management LLC56,749$1.52M0.4%+25.2%0.059%
7/21/2025 Creative Capital Management Investments LLC675,804$18.13M6.5%+4.1%0.706%
7/21/2025 Abacus Planning Group Inc.14,647$393K0.0%+36.6%0.015%
7/18/2025 Meritas Wealth Management LLC61,287$1.64M0.9%+0.9%0.064%
7/18/2025 Client 1ST Advisory Group LLC26,375$708K0.3%-20.4%0.028%
7/18/2025 Bridge Generations Wealth Management LLC373,911$10.03M6.1%-2.6%0.392%
7/17/2025 LifeGuide Financial Advisors LLC2,184,381$58.61M21.6%+4.3%2.298%
7/17/2025 DiNuzzo Private Wealth Inc.1,648,809$44.24M5.3%+1.8%1.735%
7/17/2025 Mattern Wealth Management LLC97,206$2.61M0.5%+135.0%0.102%
7/17/2025 Poinciana Advisors Group LLC60,264$1.62M1.5%+9.6%0.063%
7/17/2025 Dopkins Wealth Management LLC8,329$223K0.1%N/A0.009%
7/17/2025 Northwest Wealth Management LLC90,439$2.43M0.4%+11.0%0.095%
7/17/2025 Summit Financial Strategies Inc.831,157$22.30M2.1%+2.9%0.874%
7/17/2025 Claris Advisors LLC MO75,368$2.02M0.7%+17.4%0.079%
7/17/2025 Elser Financial Planning Inc426,112$11.36M0.7%N/A0.448%
7/17/2025 Heritage Investment Group Inc.39,865$1.07M0.2%+25.1%0.042%
7/17/2025 Porter White Investment Advisors Inc.98,228$2.64M1.2%+13.9%0.103%
7/17/2025 Willow Creek Wealth Management Inc.560,736$15.05M1.4%+12.0%0.590%
7/17/2025 XY Planning Network Inc.189,126$5.07M1.7%-5.1%0.199%
7/17/2025 SC&H Financial Advisors Inc.63,610$1.71M0.3%+18.8%0.067%
7/17/2025 Sage Rhino Capital LLC80,118$2.15M0.5%+9.2%0.084%
7/16/2025 Jentner Corp466,538$12.52M3.4%+1.3%0.491%
7/16/2025 Squire Investment Management Company LLC11,475$308K0.1%+8.0%0.012%
7/16/2025 TRU Independence Asset Management 2 LLC34,334$921K0.6%+29.3%0.036%
7/16/2025 Vestia Personal Wealth Advisors61,811$1.66M1.1%+17.4%0.065%
7/16/2025 Five Oceans Advisors11,149$299K0.1%+7.2%0.012%
7/16/2025 TCI Wealth Advisors Inc.1,934,020$51.89M3.6%+19.4%2.035%
7/16/2025 Leading Edge Financial Planning LLC14,662$393K0.1%+3.8%0.015%
7/15/2025 Level Financial Advisors426,776$11.45M3.6%+3.7%0.449%
7/15/2025 Total Wealth Planning LLC569,962$15.29M1.9%+6.2%0.600%
7/15/2025 Evanson Asset Management LLC352,445$9.46M0.6%+5.7%0.371%
7/15/2025 Kraft Asset Management LLC12,489$335K0.3%-43.2%0.013%
7/15/2025 Maseco LLP1,352,858$36.29M1.4%N/A1.423%
7/15/2025 SJS Investment Consulting Inc.236,145$6.34M1.0%+17.4%0.248%
7/14/2025 AdvisorNet Financial Inc189,695$5.09M0.3%+2.8%0.200%
7/14/2025 KFG Wealth Management LLC48,631$1.31M0.2%+3.0%0.051%
7/14/2025 U.S. Capital Wealth Advisors LLC12,411$333K0.0%+25.6%0.013%
7/14/2025 Parkshore Wealth Management Inc.311,070$8.35M4.1%+36.1%0.328%
7/14/2025 Abacus Wealth Partners LLC24,037$645K0.1%-19.5%0.025%
7/14/2025 Capstone Wealth Management LLC15,001$402K0.4%+47.7%0.016%
7/14/2025 Park Avenue Securities LLC25,220$677K0.0%N/A0.027%
7/14/2025 Shearwater Capital LLC19,908$534K0.3%+37.3%0.021%
7/11/2025 Quantum Financial Advisors LLC683,332$18.33M2.5%-7.7%0.722%
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7/11/2025 Sprinkle Financial Consultants LLC339,941$9.12M5.6%+0.9%0.359%
7/11/2025 Colorado Capital Management Inc.135,864$3.65M1.6%+5.2%0.144%
7/11/2025 Physician Wealth Solutions Inc.57,734$1.55M0.7%+23.1%0.061%
7/11/2025 Farther Finance Advisors LLC80,263$2.15M0.0%-16.5%0.085%
7/11/2025 Great Waters Wealth Management664,599$17.83M2.3%+1.2%0.703%
7/11/2025 Rockwood Wealth Management LLC535,070$14.36M1.3%+188.6%0.566%
7/10/2025 Waypoint Wealth Partners Inc.133,930$3.59M0.9%-1.6%0.142%
7/10/2025 Wealth Enhancement Advisory Services LLC195,474$5.29M0.0%-1.6%0.207%
7/9/2025 Seaside Wealth Management Inc.25,366$681K0.2%-5.1%0.027%
7/9/2025 Krilogy Financial LLC95,690$2.57M0.1%+5.3%0.101%
(Data available from 1/1/2016 forward)

DFGR Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of DFGR shares?

During the previous two years, 250 institutional investors and hedge funds held shares of Dimensional Global Real Estate ETF. The most heavily invested institutionals were Forum Financial Management LP ($389.51M), JMG Financial Group Ltd. ($125.95M), Savant Capital LLC ($116.39M), Focus Partners Wealth ($84.94M), Wealthspire Advisors LLC ($64.27M), Brighton Jones LLC ($59.54M), and LifeGuide Financial Advisors LLC ($58.61M).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 244 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 ($4.29M), JMG Financial Group Ltd. ($3.88M), Savant Capital LLC ($3.04M), LifeGuide Financial Advisors LLC ($2.18M), Brighton Jones LLC ($1.84M), DiNuzzo Private Wealth Inc. ($1.65M), and TCI Wealth Advisors Inc. ($1.64M).

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

Institutional investors have bought a total of 25,433,436 shares in the last 24 months. This purchase volume represents approximately $669.33M in transactions.

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

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: Jane Street Group LLC ($1.26M), Simplicity Wealth LLC ($476.04K), Forum Financial Management LP ($372.80K), Stratos Investment Management LLC ($319.64K), Corient Private Wealth LLC ($260.79K), Wescott Financial Advisory Group LLC ($204.99K), and Quantum Financial Advisors LLC ($164.57K).

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

Institutional investors have sold a total of 4,538,450 shares in the last 24 months. This volume of shares sold represents approximately $121.26M in transactions.


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This page (NYSEARCA:DFGR) was last updated on 8/2/2025 by MarketBeat.com Staff
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