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Dimensional Global Real Estate ETF (DFGR) Institutional Ownership

Dimensional Global Real Estate ETF logo
$25.81 +0.45 (+1.77%)
As of 04/17/2025 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)
191
Total
Institutional Inflows
(last 12 months)
$571.17M
Number of
Institutional Sellers
(last 12 months)
54
Total
Institutional Outflows
(last 12 months)
$98.56M
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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
4/18/2025Creative Capital Management Investments LLC648,894$17.04M6.6%+9.2%0.726%
4/18/2025Market Street Wealth Management Advisors LLC50,393$1.32M0.2%+1.6%0.056%
4/18/2025Planning Center Inc.509,346$13.38M1.6%+3.2%0.570%
4/18/2025Colorado Capital Management Inc.129,150$3.39M1.6%+37.3%0.145%
4/17/2025 RS Crum Inc.681,762$17.90M4.8%-15.9%0.763%
4/17/2025 Claris Advisors LLC MO64,218$1.69M0.6%+49.8%0.072%
4/17/2025 Verisail Partners LLC770,943$20.25M9.3%-3.6%0.863%
4/17/2025 Mission Wealth Management LP19,514$512K0.0%-7.9%0.022%
4/17/2025 Cyndeo Wealth Partners LLC17,954$471K0.0%+18.5%0.020%
4/17/2025 Brighton Jones LLC2,109,526$55.40M1.8%+5.6%2.361%
4/16/2025 Lam Group Inc.180,775$4.75M3.5%-17.0%0.202%
4/16/2025 Capstone Wealth Management LLC10,154$267K0.3%+15.0%0.011%
4/16/2025 Wealth Enhancement Advisory Services LLC198,707$5.22M0.0%-1.4%0.222%
4/16/2025 Meritas Wealth Management LLC60,737$1.60M0.9%-8.5%0.068%
4/16/2025 Cypress Point Wealth Management LLC112,586$2.96M0.9%+20.0%0.126%
4/16/2025 Krilogy Financial LLC90,916$2.39M0.2%+4.1%0.102%
4/16/2025 Wealth Advisors Northwest LLC48,946$1.29M0.8%+213.9%0.055%
4/15/2025 Total Wealth Planning LLC536,792$14.10M2.2%+11.0%0.601%
4/15/2025 Two West Capital Advisors LLC12,380$306K0.3%+21.5%0.014%
4/15/2025 Visionary Horizons LLC36,845$968K0.7%+2.8%0.041%
4/15/2025 Corrigan Financial Inc.340,682$8.95M1.8%+24.6%0.381%
4/15/2025 SJS Investment Consulting Inc.201,070$5.28M0.9%+4.5%0.225%
4/15/2025 Simplicity Wealth LLC26,623$699K0.1%N/A0.030%
4/15/2025 Wealthcare Advisory Partners LLC67,145$1.76M0.0%+303.1%0.075%
4/14/2025 Henrickson Nauta Wealth Advisors Inc.102,062$2.49M1.0%+16.6%0.114%
4/14/2025 Farther Finance Advisors LLC96,152$2.53M0.1%+112.6%0.108%
4/14/2025 Great Waters Wealth Management656,782$17.25M2.4%-4.1%0.735%
4/14/2025 Abacus Planning Group Inc.10,723$282K0.0%+23.4%0.012%
4/14/2025 Rockwood Wealth Management LLC185,419$4.87M0.5%+206.3%0.208%
4/11/2025 KFG Wealth Management LLC47,234$1.24M0.2%+4.4%0.053%
4/11/2025 Ridgeline Wealth LLC45,358$1.19M1.0%+7.1%0.051%
4/11/2025 McNamara Financial Services Inc.51,161$1.34M0.3%+19.6%0.057%
4/11/2025 LifeGuide Financial Advisors LLC2,094,830$55.01M22.4%N/A2.345%
4/11/2025 Signal Advisors Wealth LLC23,343$613K0.1%+8.0%0.026%
4/10/2025 McGrath & Associates Inc.28,207$741K1.4%-3.7%0.032%
4/10/2025 Firethorn Wealth Partners LLC23,752$624K0.3%+15.7%0.027%
4/10/2025 Apella Capital LLC244,636$6.06M0.2%-15.2%0.274%
4/10/2025 Level Financial Advisors411,628$10.81M3.7%+9.9%0.461%
4/9/2025 RFG Advisory LLC283,938$7.46M0.2%+61.3%0.318%
4/9/2025 Shotwell Rutter Baer Inc167,755$4.14M3.5%+1.5%0.188%
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4/9/2025 Quantum Financial Advisors LLC739,953$19.43M2.9%-11.0%0.828%
4/8/2025 Shearwater Capital LLC18,735$462K0.3%+34.1%0.021%
4/8/2025 IFG Advisors LLC8,002$210K0.0%N/A0.009%
4/7/2025 Silvia Mccoll Wealth Management LLC63,154$1.66M1.3%+1.2%0.071%
4/7/2025 AdvisorNet Financial Inc184,559$4.85M0.4%+5.7%0.207%
4/1/2025 Trust Co of the South75,176$1.97M0.4%+56.3%0.085%
3/24/2025Avant Financial Advisors LLC66,363$1.70M1.5%N/A0.075%
3/17/2025 Wealth Enhancement Advisory Services LLC201,429$5.14M0.0%-2.0%0.231%
3/7/2025Aegis Wealth Management LLC59,996$1.53M1.0%N/A0.069%
3/3/2025American Investment Services Inc.237,329$6.06M1.1%+13.3%0.272%
2/27/2025REAP Financial Group LLC204,949$5.23M1.3%-0.3%0.311%
2/27/2025XY Planning Network Inc.193,557$4.94M3.7%N/A0.294%
2/25/2025Armis Advisers LLC185,268$4.73M0.6%N/A0.282%
2/20/2025Forum Financial Management LP14,010,051$357.82M5.9%-0.4%21.292%
2/18/2025McMill Wealth Management140,472$3.59M1.5%N/A0.213%
2/18/2025GTS Securities LLC27,282$697K0.0%N/A0.041%
2/18/2025Investmark Advisory Group LLC14,573$372K0.2%+5.9%0.022%
2/18/2025Mosaic Family Wealth Partners LLC168,164$4.30M0.6%-7.7%0.256%
2/18/2025Focus Partners Advisor Solutions LLC1,064,899$27.20M0.5%+15.3%1.618%
2/17/2025LRI Investments LLC159,330$4.07M0.4%+11.5%0.242%
2/17/2025Focus Partners Wealth3,067,320$78.34M0.2%+16.2%4.662%
2/17/2025D. E. Shaw & Co. Inc.12,204$312K0.0%+71.1%0.019%
2/17/2025Captrust Financial Advisors103,400$2.64M0.0%+15.0%0.157%
2/14/2025Mercer Global Advisors Inc. ADV116,604$2.98M0.0%N/A0.177%
2/14/2025Jane Street Group LLC1,109,388$28.33M0.0%+115.8%1.686%
2/14/2025Rehmann Capital Advisory Group10,176$260K0.0%+12.8%0.015%
2/14/2025Fischer Investment Strategies LLC106,498$2.72M2.2%-57.6%0.162%
2/14/2025Parkshore Wealth Management Inc.197,261$5.04M3.0%N/A0.300%
2/14/2025Beacon Pointe Advisors LLC177,331$4.53M0.1%+4.2%0.270%
2/14/2025Betterment LLC82,071$2.10M0.0%+17.1%0.125%
2/14/2025Integrated Wealth Concepts LLC30,328$775K0.0%+46.7%0.046%
2/14/2025Stifel Financial Corp38,396$981K0.0%-3.0%0.058%
2/14/2025OneDigital Investment Advisors LLC715,248$18.27M0.2%+6.7%1.087%
2/14/2025WPWealth LLP706,910$18.05M3.7%+5.8%1.074%
2/14/2025MML Investors Services LLC63,429$1.62M0.0%+9.8%0.096%
2/14/2025Forum Financial Management LP13,741,666$350.96M5.9%-2.3%20.884%
2/14/2025GeoWealth Management LLC206,766$5.28M0.2%+4,212.1%0.314%
2/14/2025Bridge Generations Wealth Management LLC392,259$10.02M6.6%N/A0.596%
2/14/2025Balanced Rock Investment Advisors LLC88,836$2.27M1.8%N/A0.135%
2/13/2025NewEdge Advisors LLC154,906$3.96M0.0%+2.6%0.235%
2/13/2025 Verisail Partners LLC799,577$20.42M9.6%N/A1.215%
2/13/2025Rather & Kittrell Inc.549,552$14.04M3.3%+20.9%0.835%
2/13/2025Master S Wealth Management Inc.247,546$6.32M3.4%N/A0.376%
2/13/2025Townsquare Capital LLC33,671$860K0.0%N/A0.051%
2/13/2025Redwood Park Advisors LLC4,883$125K0.1%N/A0.007%
2/13/2025Cooper Haims Advisors LLC115,095$2.94M1.7%+16.5%0.175%
2/13/2025Forum Private Client Group LLC112,057$2.86M1.3%+31.0%0.170%
2/13/2025Envestnet Asset Management Inc.195,427$4.99M0.0%+9.4%0.297%
2/13/2025Wells Fargo & Company MN5,237$134K0.0%+774.3%0.008%
2/12/2025Wescott Financial Advisory Group LLC970,495$24.79M2.6%+1.0%1.475%
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2/12/2025Huntington National Bank1,486$38K0.0%N/A0.002%
2/12/2025OLD Mission Capital LLC73,821$1.89M0.0%N/A0.112%
2/12/2025CIBC Private Wealth Group LLC1,426$36K0.0%N/A0.002%
2/12/2025Orion Portfolio Solutions LLC20,117$514K0.0%+8.9%0.031%
2/12/2025JPMorgan Chase & Co.136,697$3.49M0.0%+10.3%0.208%
2/12/2025Foundation Wealth Management LLC PA42,981$1.10M0.5%N/A0.065%
2/12/2025Financial Engines Advisors L.L.C.317,041$8.10M0.0%+47.7%0.482%
2/11/2025Syverson Strege & Co479,289$12.24M4.1%+3.5%0.728%
2/11/2025Jackson Thornton Wealth Management LLC18,742$479K0.1%+5.9%0.028%
2/11/2025LPL Financial LLC765,824$19.56M0.0%+16.1%1.164%
(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, 230 institutional investors and hedge funds held shares of Dimensional Global Real Estate ETF. The most heavily invested institutionals were Forum Financial Management LP ($357.82M), Savant Capital LLC ($116.39M), JMG Financial Group Ltd. ($102.00M), Focus Partners Wealth ($78.34M), Wealthspire Advisors LLC ($61.42M), Brighton Jones LLC ($55.40M), and LifeGuide Financial Advisors LLC ($55.01M).Learn more on DFGR's institutional investors.

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

Of the 225 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 ($10.63M), JMG Financial Group Ltd. ($3.52M), Savant Capital LLC ($3.16M), Private Ocean LLC ($2.18M), LifeGuide Financial Advisors LLC ($2.09M), Brighton Jones LLC ($2.09M), and DiNuzzo Private Wealth Inc. ($1.61M).

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

Institutional investors have bought a total of 55,103,089 shares in the last 24 months. This purchase volume represents approximately $1.39B in transactions.

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

Of the 64 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: Forum Financial Management LP ($664.97K), Simplicity Wealth LLC ($470.40K), Jane Street Group LLC ($455.35K), Stratos Investment Management LLC ($319.64K), Cable Hill Partners LLC ($269.25K), Corient Private Wealth LLC ($260.79K), and Lam Group Inc. ($231.24K).

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

Institutional investors have sold a total of 4,595,581 shares in the last 24 months. This volume of shares sold represents approximately $119.90M in transactions.


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This page (NYSEARCA:DFGR) was last updated on 4/19/2025 by MarketBeat.com Staff
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