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Dimensional Global Real Estate ETF (DFGR) Institutional Ownership

Dimensional Global Real Estate ETF logo
$27.49
+0.20 (+0.73%)
(As of 12:34 PM ET)
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Institutional Ownership Changes (13F Filings) for Dimensional Global Real Estate ETF (NYSEARCA:DFGR)

Number of
Institutional Buyers
(last 12 months)
135
Total
Institutional Inflows
(last 12 months)
$660.23M
Number of
Institutional Sellers
(last 12 months)
39
Total
Institutional Outflows
(last 12 months)
$71.54M
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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
11/1/2024Cypress Point Wealth Management LLC59,513$1.72M0.7%+14.3%0.090%
11/1/2024Rather & Kittrell Inc.454,579$13.12M3.2%+20.9%0.691%
11/1/2024Assetmark Inc.18,990$548K0.0%-74.2%0.029%
11/1/2024Physician Wealth Solutions Inc.14,812$414K0.2%+17.9%0.023%
10/31/2024 Wealth Architects LLC179,028$5.17M0.6%+8.0%0.272%
10/30/2024 W.H. Cornerstone Investments Inc.44,555$1.29M0.9%+26.6%0.068%
10/29/2024 Forum Financial Management LP14,062,260$405.84M6.8%+2.0%21.371%
10/29/2024 Private Wealth Management Group LLC446,885$12.90M5.1%+5.5%0.679%
10/29/2024 Visionary Horizons LLC31,410$906K0.6%+5.2%0.048%
10/29/2024 Chicago Partners Investment Group LLC104,533$2.96M0.1%-3.2%0.159%
10/29/2024 Creative Capital Management Investments LLC574,351$16.58M6.9%+12.2%0.873%
10/29/2024 Farther Finance Advisors LLC31,648$913K0.0%+22.4%0.048%
10/25/2024 SC&H Financial Advisors Inc.43,294$1.25M0.3%+9.4%0.066%
10/25/2024 Quarry Hill Advisors LLC34,335$991K0.7%-33.0%0.052%
10/25/2024 Geometric Wealth Advisors314,481$9.08M1.7%+4.6%0.478%
10/24/2024 TCI Wealth Advisors Inc.1,150,985$33.22M2.8%+18.7%1.749%
10/24/2024 Greenspring Advisors LLC29,338$847K0.2%+109.6%0.045%
10/24/2024 Bay Harbor Wealth Management LLC21,438$619K0.2%+18.1%0.033%
10/24/2024 Fischer Investment Strategies LLC250,950$7.24M6.2%N/A0.381%
10/24/2024 Modera Wealth Management LLC25,876$747K0.0%-2.4%0.039%
10/24/2024 Wealth Enhancement Advisory Services LLC205,588$5.93M0.0%-2.8%0.312%
10/23/2024 North Ridge Wealth Advisors Inc.186,518$5.38M3.7%+26.7%0.283%
10/23/2024 Index Fund Advisors Inc.689,707$19.91M1.1%+4.6%1.048%
10/23/2024 JMG Financial Group Ltd.3,470,292$100.15M3.4%+11.5%5.274%
10/23/2024 Brighton Jones LLC1,750,571$50.52M1.9%+6.3%2.660%
10/22/2024 Sprinkle Financial Consultants LLC306,935$8.86M6.3%+1.1%0.466%
10/22/2024 Ruedi Wealth Management Inc.99,951$2.89M1.0%+82.6%0.152%
10/21/2024 Mattern Wealth Management LLC35,592$1.03M0.2%+14.1%0.054%
10/21/2024 Retirement Guys Formula LLC72,965$2.11M1.0%+0.7%0.111%
10/19/2024Cyndeo Wealth Partners LLC14,562$420K0.0%N/A0.022%
10/18/2024Waypoint Capital Advisors LLC121,551$3.51M0.7%-7.6%0.185%
10/18/2024Integris Wealth Management LLC501,967$14.49M4.0%-0.8%0.763%
10/18/2024Lam Group Inc.152,515$4.40M3.1%+21.5%0.232%
10/18/2024Blue Trust Inc.17,320$500K0.0%+9.9%0.026%
10/18/2024Stratos Investment Management LLC7,204$208K0.0%-97.8%0.011%
10/17/2024RFG Advisory LLC166,287$4.80M0.1%+9.0%0.253%
10/17/2024DiNuzzo Private Wealth Inc.1,545,173$44.59M5.5%+0.6%2.348%
10/16/2024 Summit Financial Strategies Inc.690,694$19.93M2.2%+6.3%1.050%
10/16/2024 Firethorn Wealth Partners LLC19,452$561K0.3%+21.1%0.030%
10/15/2024 Hutchens & Kramer Investment Management Group LLC24,975$716K0.4%+86.9%0.038%
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10/15/2024 von Borstel & Associates Inc.66,297$1.91M1.1%N/A0.101%
10/11/2024 Creative Planning46,942$1.36M0.0%+5.1%0.071%
10/11/2024 Henrickson Nauta Wealth Advisors Inc.77,213$2.23M0.9%+37.3%0.117%
10/10/2024 McNamara Financial Services Inc.47,921$1.38M0.3%+4.1%0.073%
10/10/2024 Total Wealth Planning LLC425,148$12.27M1.9%+14.2%0.646%
10/10/2024 Level Financial Advisors324,037$9.35M3.6%+17.7%0.492%
10/10/2024 Simplicity Wealth LLC33,515$967K0.1%-93.3%0.051%
10/9/2024 BWM Planning LLC48,955$1.41M0.6%N/A0.074%
10/9/2024 Rappaport Reiches Capital Management LLC187,350$5.41M1.4%+7.5%0.285%
10/9/2024 Colorado Capital Management Inc.64,674$1.87M0.9%+88.9%0.098%
10/9/2024 Peirce Capital Management LLC289,950$8.37M4.2%+1.0%0.441%
10/9/2024 Grunden Financial Advisory Inc.7,021$203K0.1%N/A0.011%
10/8/2024 CWM LLC9,793$283K0.0%-46.7%0.015%
10/8/2024 Shearwater Capital LLC12,561$363K0.3%+3.2%0.019%
10/8/2024 Great Oak Capital Partners LLC12,784$361K0.1%-65.9%0.019%
10/8/2024 C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors59,988$1.73M0.1%+254.0%0.091%
10/8/2024 Evanson Asset Management LLC261,638$7.55M0.5%+7.6%0.398%
10/7/2024 Shotwell Rutter Baer Inc161,694$4.56M3.7%+2.3%0.246%
10/7/2024 New Capital Management LP304,702$8.79M2.5%+3.2%0.463%
10/5/2024 Corrigan Financial Inc.251,086$7.25M1.7%+22.5%0.382%
10/5/2024 Collective Family Office LLC17,269$498K0.1%+3.4%0.026%
10/5/2024 Great Waters Wealth Management575,513$16.61M2.2%+13.2%0.875%
10/5/2024 Quantum Financial Advisors LLC825,617$23.83M3.7%-1.9%1.255%
10/3/2024 Abacus Wealth Partners LLC33,546$968K0.1%+8.1%0.051%
10/3/2024 Apella Capital LLC311,252$8.88M0.4%-11.6%0.473%
10/3/2024 Meritas Wealth Management LLC64,687$1.87M1.2%-1.4%0.098%
10/3/2024 Silvia Mccoll Wealth Management LLC60,797$1.76M1.3%N/A0.092%
10/2/2024 Trust Co of the South36,288$1.05M0.2%+16.6%0.055%
8/21/2024Truist Financial Corp23,953$599K0.0%+19.4%0.036%
8/16/2024NewEdge Advisors LLC90,062$2.25M0.0%+3.3%0.137%
8/16/2024 Creative Planning44,676$1.12M0.0%+14.4%0.068%
8/14/2024Wescott Financial Advisory Group LLC1,108,115$27.69M3.2%-4.7%1.684%
8/14/2024American Investment Services Inc.205,896$5.15M0.9%+16.7%0.313%
8/14/2024Delap Wealth Advisory LLC27,888$697K0.3%+100.9%0.042%
8/14/2024EverSource Wealth Advisors LLC18,929$504K0.0%+4.3%0.029%
8/14/2024 Great Oak Capital Partners LLC37,510$1.01M0.4%-72.2%0.057%
8/12/2024 Brighton Jones LLC1,647,569$41.17M1.4%+18.1%2.504%
8/12/2024LJI Wealth Management LLC25,957$649K0.1%+13.4%0.039%
8/12/2024Glass Jacobson Investment Advisors llc8,022$200K0.1%+28.8%0.012%
8/9/2024Renaissance Technologies LLC20,600$515K0.0%-67.8%0.031%
8/8/2024Envestnet Asset Management Inc.122,968$3.07M0.0%-53.6%0.187%
8/8/2024Client 1ST Advisory Group LLC54,335$1.36M0.6%+2.8%0.083%
8/8/2024RS Crum Inc.679,199$16.97M4.4%+4.4%1.032%
8/8/2024WPWealth LLP613,627$15.34M3.7%+23.5%0.933%
8/8/2024 Seaside Wealth Management Inc.20,807$520K0.2%+48.9%0.032%
8/7/2024Ashton Thomas Private Wealth LLC986$25K0.0%N/A0.001%
8/6/2024SRS Capital Advisors Inc.592,264$14.80M1.4%+0.7%0.900%
8/6/2024Savant Capital LLC2,722,904$68.05M0.7%+38.6%4.138%
8/5/2024Northwest Wealth Management LLC32,447$811K0.2%+7.8%0.049%
8/5/2024 Quarry Hill Advisors LLC51,223$1.28M0.9%+6.1%0.078%
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8/3/2024KM Capital Management Ltd.53,588$1.34M0.7%+6.0%0.081%
8/2/2024 Index Fund Advisors Inc.659,680$16.49M0.9%+23.0%1.003%
8/2/2024Larson Financial Group LLC2,457$61K0.0%-55.6%0.004%
8/2/2024Vawter Financial Ltd.125,984$3.15M2.2%+23.0%0.191%
8/2/2024 McNamara Financial Services Inc.46,012$1.15M0.2%+17.4%0.070%
7/31/2024 Henrickson Nauta Wealth Advisors Inc.56,241$1.41M0.6%+35.2%0.085%
7/31/2024 Farther Finance Advisors LLC25,857$642K0.0%+138.1%0.039%
7/31/2024Commonwealth Equity Services LLC326,121$8.15M0.0%+0.3%0.496%
7/31/2024Private Ocean LLC2,180,268$54.49M4.8%+7.3%3.313%
7/30/2024 Sterling Financial Planning Inc.151,277$3.78M1.5%+30.7%0.230%
(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, 157 institutional investors and hedge funds held shares of Dimensional Global Real Estate ETF. The most heavily invested institutionals were Dimensional Fund Advisors LP ($4.88B), Forum Financial Management LP ($405.84M), JMG Financial Group Ltd. ($100.15M), Savant Capital LLC ($68.05M), Corient Private Wealth LLC ($56.60M), Private Ocean LLC ($54.49M), and Brighton Jones LLC ($50.52M).Learn more on DFGR's institutional investors.

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

Of the 152 institutional investors that purchased Dimensional Global Real Estate ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Forum Financial Management LP ($14.35M), JMG Financial Group Ltd. ($3.47M), Savant Capital LLC ($2.32M), Private Ocean LLC ($2.18M), Brighton Jones LLC ($1.73M), DiNuzzo Private Wealth Inc. ($1.55M), and Buckingham Strategic Wealth LLC ($1.29M).

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

Institutional investors have bought a total of 47,371,769 shares in the last 24 months. This purchase volume represents approximately $1.18B in transactions.

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

Of the 43 institutional investors that sold Dimensional Global Real Estate ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Simplicity Wealth LLC ($470.40K), Jane Street Group LLC ($455.35K), Stratos Investment Management LLC ($319.64K), Forum Financial Management LP ($292.17K), Cable Hill Partners LLC ($269.25K), Lam Group Inc. ($194.13K), and Great Oak Capital Partners LLC ($182.11K).

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

Institutional investors have sold a total of 3,171,344 shares in the last 24 months. This volume of shares sold represents approximately $82.68M in transactions.


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This page (NYSEARCA:DFGR) was last updated on 11/4/2024 by MarketBeat.com Staff
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