Who Owns Dimensional - Global Real Estate ETF (DFGR)?Hedge Fund & Institutional Holders

$27.37-0.10 (-0.36%)Financial ServicesNYSE_ARCA

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$3.9848527500015064e+235T

% of Float Held

—

QoQ Change in Holders

+15 / -2

Price History

$23.51$24.97$26.43$27.88$29.34Sep 24Jun 25Mar 26

DFGR — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
Forum Financial Management, LPNew Position+16.6M+$439.6M
Savant Capital, LLCNew Position+10.4M+$275.0M
LifeGuide Financial Advisors, LLCNew Position+2.4M+$63.9M
Rather & Kittrell, Inc.New Position+1.0M+$27.2M
Wescott Financial Advisory Group, LLCNew Position+973K+$25.7M
Summit Financial Strategies, Inc.New Position+957K+$25.3M
Guardian Wealth Management, LLCNew Position+873K+$23.1M
Index Fund Advisors, Inc.New Position+857K+$22.6M
Financial Plan, Inc.New Position+851K+$22.5M
Creative Capital Management Investments LLCNew Position+806K+$21.3M
Arax Advisory PartnersNew Position+747K+$19.0M
CWM, LLCNew Position+581K+$15.3M
Private Wealth Management Group, LLCNew Position+569K+$15.0M
Wealth Management NebraskaNew Position+563K+$14.9M
Planning Center, Inc.New Position+549K+$14.5M

DFGR — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
Focus Partners Advisor Solutions, LLCDecreased-890K-$26.2B
Willow Creek Wealth Management Inc.Closed Position-639K-$17.4B
McMill Wealth ManagementDecreased-168K-$10.6B
Parkshore Wealth Management, Inc.Decreased-98K-$10.6B
Financial Engines Advisors L.L.C.Decreased-65K-$8.9B
EverSource Wealth Advisors, LLCDecreased-18K-$5.6B
JPMORGAN CHASE & CODecreased-22K-$5.0B
Pathstone Holdings, LLCDecreased-8K-$4.8B
New Capital Management LPDecreased-8K-$4.3B
Mach-1 Financial Group, LLCClosed Position-138K-$3.8B
MOSAIC FAMILY WEALTH PARTNERS, LLCDecreased-734-$3.5B
MERCER GLOBAL ADVISORS INC /ADVDecreased-3K-$3.2B
NewEdge Advisors, LLCDecreased-5K-$2.6B
Tactive Advisors, LLCDecreased-35K-$2.5B
BAKER TILLY WEALTH MANAGEMENT, LLCDecreased-37K-$2.5B

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1Forum Financial Management, LP15,082,712$398.5M5.18%Share
2Savant Capital, LLC10,439,385$275.0M1.56%Share
3JMG Financial Group, Ltd.5,701,658$150.6M4.23%Share
4Focus Partners Wealth4,005,871$105.0M0.12%Share
5Wealthspire Advisors, LLC2,742,694$72.0M0.57%Share
6TCI Wealth Advisors, Inc.2,654,516$70.1M3.87%Share
7BRIGHTON JONES LLC2,611,200$69.0M2.54%Share
8LifeGuide Financial Advisors, LLC2,412,706$63.9M21.19%Share
9DiNuzzo Private Wealth, Inc.1,815,929$48.0M5.22%Share
10MASECO LLP1,471,409$38.9M1.69%Share
11LPL Financial LLC1,166,926$30.0M0.01%Share
12Rather & Kittrell, Inc.1,029,717$27.2M4.38%Share
13Wescott Financial Advisory Group, LLC973,477$25.7M2.24%Share
14Summit Financial Strategies, Inc.957,430$25.3M2.08%Share
15WPWealth LLP931,457$24.6M3.85%Share
16Beacon Pointe Advisors, LLC915,337$24.0M0.17%Share
17Rockwood Wealth Management, LLC901,221$23.8M1.78%Share
18Guardian Wealth Management, LLC873,467$23.1M7.32%Share
19Index Fund Advisors, Inc.856,707$22.6M1.06%Share
20Financial Plan, Inc.851,353$22.5M2.58%Share
21Verisail Partners, LLC844,520$22.3M9.16%Share
22Great Waters Wealth Management831,153$22.0M2.42%Share
23Creative Capital Management Investments LLC805,595$21.3M6.42%Share
24OneDigital Investment Advisors LLC802,414$21.0M0.21%Share
25Arax Advisory Partners747,077$19.0M0.55%Share
26Forum Financial Management, LP699,805$18.5M0.24%Share
27Quantum Financial Advisors, LLC655,113$17.3M1.94%Share
28RS CRUM INC.641,075$16.9M3.38%Share
29Corient Private Wealth LLC625,584$16.5M0.02%Share
30Integris Wealth Management, LLC594,268$15.7M3.57%Share
31CWM, LLC580,768$15.3M0.04%Share
32Forum Financial Management, LP567,895$15.0M0.20%Share
33Private Wealth Management Group, LLC565,596$14.9M3.99%Share
34Wealth Management Nebraska562,975$14.9M1.70%Share
35Planning Center, Inc.549,289$14.5M1.48%Share
36Aspen Capital Management, LLC540,988$14.3M3.54%Share
37Level Financial Advisors529,668$14.0M3.70%Share
38Syverson Strege & Co475,476$12.6M2.97%Share
39Evanson Asset Management, LLC450,854$11.9M0.64%Share
40Geometric Wealth Advisors423,511$11.2M1.44%Share
41COMMONWEALTH EQUITY SERVICES, LLC418,758$11.0M0.01%Share
42Sprinkle Financial Consultants LLC356,193$9.4M4.78%Share
43BRIDGE GENERATIONS WEALTH MANAGEMENT LLC347,822$9.2M5.69%Share
44Henrickson Nauta Wealth Advisors, Inc.343,760$9.1M1.35%Share
45American Investment Services, Inc.334,634$8.8M2.05%Share
46HARBOUR INVESTMENTS, INC.329,792$8.7M0.18%Share
47Apella Capital, LLC323,640$8.6M0.17%Share
48AWM CAPITAL, LLC319,603$8.4M0.77%Share
49XY Planning Network, Inc.310,046$8.2M1.43%Share
50CITADEL ADVISORS LLC325,095$8.0M0.00%Share

DFGR Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 2025305$2.4B+142
Q3 2025163$1.1T-80
Q2 2025243$2.1T-1
Q1 2025244$1.8T+63
Q4 2024181$150.8T+70
Q3 2024111$748.1T+7
Q2 2024104$605.0T+10
Q1 202494$563.7T—

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As of Q4 2025, 50 institutional investors hold DFGR (Dimensional - Global Real Estate ETF). The largest holder is Forum Financial Management, LP with $398.5M in shares. This quarter, 15 institutions opened new positions and 2 closed their positions.

Frequently Asked Questions

How many hedge funds own DFGR?

As of Q4 2025, 50 institutional investors report holding DFGR (Dimensional - Global Real Estate ETF) in their 13F filings.

Who is the largest institutional holder of DFGR?

The largest institutional holder of DFGR is Forum Financial Management, LP with $398.5M in shares.

Is institutional ownership of DFGR increasing or decreasing?

This quarter, 15 institutions opened new positions in DFGR and 2 closed their positions.