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Dimensional Global Real Estate ETF (DFGR) Institutional Ownership

Dimensional Global Real Estate ETF logo
$26.39 -0.17 (-0.64%)
As of 02/21/2025 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)
187
Total
Institutional Inflows
(last 12 months)
$500.50M
Number of
Institutional Sellers
(last 12 months)
49
Total
Institutional Outflows
(last 12 months)
$94.27M
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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
2/20/2025 Forum Financial Management LP14,010,051$357.82M5.9%-0.4%21.292%
2/18/2025 McMill Wealth Management140,472$3.59M1.5%N/A0.213%
2/18/2025 GTS Securities LLC27,282$697K0.0%N/A0.041%
2/18/2025 Investmark Advisory Group LLC14,573$372K0.2%+5.9%0.022%
2/18/2025 Mosaic Family Wealth Partners LLC168,164$4.30M0.6%-7.7%0.256%
2/18/2025 Focus Partners Advisor Solutions LLC1,064,899$27.20M0.5%+15.3%1.618%
2/17/2025 LRI Investments LLC159,330$4.07M0.4%+11.5%0.242%
2/17/2025 Focus Partners Wealth3,067,320$78.34M0.2%+16.2%4.662%
2/17/2025 D. E. Shaw & Co. Inc.12,204$312K0.0%+71.1%0.019%
2/17/2025 Captrust Financial Advisors103,400$2.64M0.0%+15.0%0.157%
2/14/2025 Mercer Global Advisors Inc. ADV116,604$2.98M0.0%N/A0.177%
2/14/2025 Jane Street Group LLC1,109,388$28.33M0.0%+115.8%1.686%
2/14/2025 Rehmann Capital Advisory Group10,176$260K0.0%+12.8%0.015%
2/14/2025 Fischer Investment Strategies LLC106,498$2.72M2.2%-57.6%0.162%
2/14/2025 Parkshore Wealth Management Inc.197,261$5.04M3.0%N/A0.300%
2/14/2025 Beacon Pointe Advisors LLC177,331$4.53M0.1%+4.2%0.270%
2/14/2025 Betterment LLC82,071$2.10M0.0%+17.1%0.125%
2/14/2025 Integrated Wealth Concepts LLC30,328$775K0.0%+46.7%0.046%
2/14/2025 Stifel Financial Corp38,396$981K0.0%-3.0%0.058%
2/14/2025 OneDigital Investment Advisors LLC715,248$18.27M0.2%+6.7%1.087%
2/14/2025 WPWealth LLP706,910$18.05M3.7%+5.8%1.074%
2/14/2025 MML Investors Services LLC63,429$1.62M0.0%+9.8%0.096%
2/14/2025 Forum Financial Management LP13,741,666$350.96M5.9%-2.3%20.884%
2/14/2025 GeoWealth Management LLC206,766$5.28M0.2%+4,212.1%0.314%
2/14/2025 Bridge Generations Wealth Management LLC392,259$10.02M6.6%N/A0.596%
2/14/2025 Balanced Rock Investment Advisors LLC88,836$2.27M1.8%N/A0.135%
2/13/2025 NewEdge Advisors LLC154,906$3.96M0.0%+2.6%0.235%
2/13/2025 Verisail Partners LLC799,577$20.42M9.6%N/A1.215%
2/13/2025 Rather & Kittrell Inc.549,552$14.04M3.3%+20.9%0.835%
2/13/2025 Master S Wealth Management Inc.247,546$6.32M3.4%N/A0.376%
2/13/2025 Townsquare Capital LLC33,671$860K0.0%N/A0.051%
2/13/2025 Redwood Park Advisors LLC4,883$125K0.1%N/A0.007%
2/13/2025 Cooper Haims Advisors LLC115,095$2.94M1.7%+16.5%0.175%
2/13/2025 Forum Private Client Group LLC112,057$2.86M1.3%+31.0%0.170%
2/13/2025 Envestnet Asset Management Inc.195,427$4.99M0.0%+9.4%0.297%
2/13/2025 Wells Fargo & Company MN5,237$134K0.0%+774.3%0.008%
2/12/2025 Wescott Financial Advisory Group LLC970,495$24.79M2.6%+1.0%1.475%
2/12/2025 Huntington National Bank1,486$38K0.0%N/A0.002%
2/12/2025 OLD Mission Capital LLC73,821$1.89M0.0%N/A0.112%
2/12/2025 CIBC Private Wealth Group LLC1,426$36K0.0%N/A0.002%
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2/12/2025 Orion Portfolio Solutions LLC20,117$514K0.0%+8.9%0.031%
2/12/2025 JPMorgan Chase & Co.136,697$3.49M0.0%+10.3%0.208%
2/12/2025 Foundation Wealth Management LLC PA42,981$1.10M0.5%N/A0.065%
2/12/2025 Financial Engines Advisors L.L.C.317,041$8.10M0.0%+47.7%0.482%
2/11/2025 Syverson Strege & Co479,289$12.24M4.1%+3.5%0.728%
2/11/2025 Jackson Thornton Wealth Management LLC18,742$479K0.1%+5.9%0.028%
2/11/2025 LPL Financial LLC765,824$19.56M0.0%+16.1%1.164%
2/11/2025 von Borstel & Associates Inc.106,301$2.71M1.1%+60.3%0.162%
2/11/2025 Millstone Evans Group LLC8,727$223K0.2%N/A0.013%
2/11/2025 SageOak Financial LLC39,958$1.02M0.9%N/A0.061%
2/10/2025 Clarity Wealth Development LLC131,025$3.39M3.7%N/A0.199%
2/10/2025 Wealth Architects LLC189,291$4.83M0.5%+5.7%0.288%
2/10/2025 Yardley Wealth Management LLC110,800$2.89M1.4%+19.9%0.168%
2/10/2025 RS Crum Inc.810,861$20.71M5.1%+4.0%1.232%
2/10/2025 Corient Private Wealth LLC1,786,962$45.64M0.1%-12.7%2.716%
2/10/2025 Hutchinson Capital Management CA15,026$384K0.1%N/A0.023%
2/10/2025 Poinciana Advisors Group LLC50,477$1.29M1.3%N/A0.077%
2/10/2025 Northwest Wealth Management LLC73,998$1.89M0.4%+25.8%0.112%
2/10/2025 Commonwealth Equity Services LLC337,468$8.62M0.0%+3.2%0.513%
2/10/2025 Essential Planning LLC.85,080$2.32M0.0%N/A0.129%
2/10/2025 Farther Finance Advisors LLC45,222$1.16M0.0%+42.9%0.069%
2/10/2025 Parkworth Wealth Management Inc.28,110$718K0.6%N/A0.043%
2/10/2025 EverSource Wealth Advisors LLC57,981$1.48M0.1%+198.3%0.088%
2/7/2025 Geometric Wealth Advisors328,492$8.39M1.5%+4.5%0.499%
2/7/2025 Claris Advisors LLC MO42,874$1.10M0.4%+37.1%0.065%
2/7/2025 Keb Asset Management LLC29,091$743K0.2%N/A0.044%
2/7/2025 Tilson Financial Group Inc.200,050$5.11M2.1%+7.2%0.304%
2/7/2025 Red Lighthouse Investment Management LLC3,114$80K0.0%+28.5%0.005%
2/6/2025 Vestmark Advisory Solutions Inc.204,071$5.21M0.2%+17.0%0.310%
2/6/2025 Assetmark Inc.15,792$403K0.0%-16.8%0.024%
2/6/2025 Physician Wealth Solutions Inc.23,995$613K0.3%+62.0%0.036%
2/6/2025 Steward Partners Investment Advisory LLC2,125$54K0.0%+60.4%0.003%
2/6/2025 Sage Rhino Capital LLC72,353$1.85M0.4%+30.2%0.110%
2/6/2025 Mission Wealth Management LP21,181$541K0.0%N/A0.032%
2/6/2025 Modera Wealth Management LLC36,401$930K0.0%+40.7%0.055%
2/5/2025 SRS Capital Advisors Inc.602,258$15.38M1.0%+3.5%0.915%
2/5/2025 Smartleaf Asset Management LLC14,375$365K0.0%+4.0%0.022%
2/5/2025 Private Trust Co. NA2,000$51K0.0%N/A0.003%
2/5/2025 McGrath & Associates Inc.29,277$748K1.5%N/A0.044%
2/5/2025 AWM Capital LLC122,761$3.14M0.4%+121.9%0.187%
2/4/2025 Daner Wealth Management LLC11,044$287K0.2%N/A0.017%
2/4/2025 Acorn Wealth Advisors LLC9,600$245K0.1%N/A0.015%
2/4/2025 Wealthstream Advisors Inc.19,948$509K0.1%-3.9%0.030%
2/4/2025 Cherry Tree Wealth Management LLC124,790$3.19M0.8%+3.6%0.190%
2/4/2025 Delap Wealth Advisory LLC17,902$457K0.3%+27.8%0.027%
2/4/2025 Wealthspire Advisors LLC2,404,967$61.42M0.6%+10.7%3.655%
2/3/2025 Wealth Management Nebraska359,931$9.19M1.6%N/A0.547%
2/3/2025 Timonier Family Office LTD.61,625$1.57M0.8%N/A0.094%
2/3/2025 JMG Financial Group Ltd.3,993,536$102.00M3.5%+15.1%6.069%
2/3/2025 Abacus Planning Group Inc.8,691$222K0.0%N/A0.013%
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2/3/2025 Sterling Financial Planning Inc.173,385$4.43M1.6%+4.5%0.264%
1/31/2025 Vawter Financial Ltd.149,448$3.82M2.3%+15.7%0.227%
1/31/2025 Creative Capital Management Investments LLC594,262$15.18M6.3%+3.5%0.903%
1/31/2025 C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors100,207$2.56M0.1%+67.0%0.152%
1/31/2025 D.A. Davidson & CO.69,712$1.78M0.0%-0.8%0.106%
1/31/2025 Truist Financial Corp22,255$568K0.0%-9.5%0.034%
1/30/2025 Copperleaf Capital LLC9,640$246K0.2%+12.1%0.015%
1/30/2025 Waypoint Wealth Partners Inc.132,402$3.38M0.9%-0.8%0.201%
1/30/2025 Allworth Financial LP18,478$474K0.0%+28.3%0.028%
1/30/2025 Blue Trust Inc.32,629$833K0.0%+88.4%0.050%
(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, 222 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), Private Ocean LLC ($54.49M), and Brighton Jones LLC ($51.00M).Learn more on DFGR's institutional investors.

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

Of the 218 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. ($3.99M), Savant Capital LLC ($3.16M), Private Ocean LLC ($2.18M), Brighton Jones LLC ($1.97M), DiNuzzo Private Wealth Inc. ($1.61M), 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 52,675,359 shares in the last 24 months. This purchase volume represents approximately $1.32B in transactions.

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

Of the 58 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 Wescott Financial Advisory Group LLC ($206.10K).

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

Institutional investors have sold a total of 4,220,896 shares in the last 24 months. This volume of shares sold represents approximately $110.06M in transactions.


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This page (NYSEARCA:DFGR) was last updated on 2/22/2025 by MarketBeat.com Staff
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