Who Owns DFGR?
Dimensional - Global Real Estate ETF — Institutional Ownership & 13F Holdings
$28.51
+0.11 (+0.39%)
Market Cap
$3.4B
Shares Outstanding
111,953,070
Institutional Holders
242
Total Inst. Value
$1.7B
% of Float Held
—
QoQ Holder Change
+148
Institutional data as of Q1 2025
New Positions
79
Closed Positions
18
Increased
101
Decreased
48
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | Forum Financial Management, LP | $373.7M | 14,229,110 |
| 2 | Savant Capital, LLC | $143.8M | 5,476,381 |
| 3 | JMG Financial Group, Ltd. | $126.0M | 4,796,352 |
| 4 | Focus Partners Wealth | $84.9M | 3,234,387 |
| 5 | BRIGHTON JONES LLC | $55.4M | 2,109,526 |
| 6 | LifeGuide Financial Advisors, LLCNew | $55.0M | 2,094,830 |
| 7 | DiNuzzo Private Wealth, Inc. | $42.5M | 1,619,729 |
| 8 | TCI Wealth Advisors, Inc. | $42.5M | 1,619,556 |
| 9 | Focus Partners Advisor Solutions, LLC | $30.7M | 1,169,039 |
| 10 | Wescott Financial Advisory Group, LLC | $25.4M | 966,696 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| Forum Financial Management, LP | +487K | $373.7M |
| Savant Capital, LLC | +919K | $143.8M |
| JMG Financial Group, Ltd. | +803K | $126.0M |
| Focus Partners Wealth | +167K | $84.9M |
| BRIGHTON JONES LLC | +113K | $55.4M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| JANE STREET GROUP, LLC | -630K | $12.6M |
| Corient Private Wealth LLC | -497K | $34K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | -311K | $2.9M |
| RS CRUM INC. | -129K | $17.9M |
| Beacon Pointe Advisors, LLC | -121K | $1.5M |
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Frequently Asked Questions
How many institutional investors hold DFGR?
As of Q1 2025, 242 institutional investors report holding DFGR (Dimensional - Global Real Estate ETF) in their 13F filings.
Which hedge fund owns the most DFGR?
The largest institutional holder of DFGR is Forum Financial Management, LP with $373.7M in shares.
Are institutions buying or selling DFGR?
This quarter, 79 institutions opened new positions in DFGR and 18 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.