Dim Global Real Estate ETFDFGRETF
13F holders, Q2 2026 (June 30)341holders +24
32new positions
9sold out
2famous investors
$28.98avg. 13F price*
At the end of Q2 2026, 341 institutions reported holding Dim Global Real Estate ETF (DFGR) in their 13F filings, up 24 from Q1 2026. 32 opened new positions and 9 sold out. The largest holders were Forum Financial Management, LP ($521.5M), Savant Capital, LLC ($444.6M) and JMG Financial Group, Ltd. ($194.4M). 2 famous investors held it, including David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- Dim Global Real Estate ETF
- Filed as
- DIMENSIONAL ETF TRUST (Q2 2026)
- CUSIP
- 25434V658
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 32 | $24.6M |
| Exits | 9 | $6.2M |
All 13F filers, Q1 2026 → Q2 2026: 8,443,279 shares bought and 1,962,396 shares sold, net +6,480,883 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 341 holders
| Forum Financial Management, LP | 6.70% | Add +2.7% | 17,999,719 | $521.5M |
| Savant Capital, LLC | 1.31% | Add +20.4% | 15,348,111 | $444.6M |
| JMG Financial Group, Ltd. | 4.70% | Add +5.8% | 6,710,457 | $194.4M |
| Focus Partners Wealth | 0.12% | Reduce -2.9% | 3,958,658 | $114.7M |
| Brighton Jones LLC | 1.63% | Add +8.3% | 3,030,424 | $87.8M |
| TCI Wealth Advisors, Inc. | 3.52% | Add +0.8% | 2,805,784 | $81.3M |
| Wealthspire Advisors, LLC | 0.44% | Add +0.8% | 2,777,041 | $80.5M |
| LifeGuide Financial Advisors, LLC | 21.40% | Add +3.4% | 2,593,868 | $75.1M |
| Focus Partners Advisor Solutions, LLC | 0.53% | Add +22.0% | 2,168,246 | $62.8M |
| DiNuzzo Private Wealth, Inc. | 5.28% | Add +0.3% | 1,844,046 | $53.4M |
| Maseco LLP | 1.31% | Add +3.4% | 1,609,286 | $46.6M |
| LPL Financial LLC | 0.01% | Add +6.7% | 1,299,964 | $37.7M |
| Rather & Kittrell, Inc. | 4.83% | Add +7.5% | 1,193,486 | $34.6M |
| Rockwood Wealth Management, LLC | 2.11% | Add +14.5% | 1,152,153 | $33.4M |
| Summit Financial Strategies, Inc. | 2.27% | Add +5.1% | 1,116,692 | $32.4M |
| Creative Capital Management Investments LLC | 7.00% | Add +16.6% | 1,047,552 | $30.3M |
| Financial Plan, Inc. | 2.77% | Add +8.5% | 1,006,202 | $29.1M |
| Great Waters Wealth Management | 2.55% | Add +7.1% | 951,736 | $27.6M |
| WPWealth LLP | 3.99% | Reduce -3.7% | 927,899 | $26.9M |
| Guardian Wealth Management, LLC | 7.41% | Add +0.8% | 912,517 | $26.4M |
| Wescott Financial Advisory Group, LLC | 2.02% | Reduce -1.0% | 898,892 | $26.0M |
| Verisail Partners, LLC | 9.35% | Add +0.9% | 870,403 | $25.2M |
| OneDigital Investment Advisors LLC | 0.20% | Add +0.8% | 827,005 | $24.0M |
| Index Fund Advisors, Inc. | 0.94% | Reduce -7.1% | 819,333 | $23.7M |
| RS Crum Inc. | 3.66% | Add +1.4% | 674,314 | $19.5M |
| Beacon Pointe Advisors, LLC | 0.09% | Reduce -18.3% | 665,263 | $19.3M |
| Wealth Management Nebraska | 1.71% | Add +6.3% | 659,883 | $19.1M |
| Quantum Financial Advisors, LLC | 1.87% | Add +1.2% | 653,829 | $18.9M |
| Integris Wealth Management, LLC | 3.78% | Add +6.0% | 646,737 | $18.7M |
| Envestnet Asset Management Inc. | 0.00% | Add +87.5% | 631,263 | $18.3M |
| Private Wealth Management Group, LLC | 4.16% | Add +1.7% | 618,649 | $17.9M |
| Level Financial Advisors | 4.00% | Add +6.2% | 618,117 | $17.9M |
| Evanson Financial, LLC | 0.81% | — | 574,362 | $16.6M |
| Aspen Capital Management, LLC | 3.54% | Add +1.3% | 553,939 | $16.0M |
| Planning Center, Inc. | 1.51% | Add +0.9% | 551,990 | $16.0M |
| Awm Capital, LLC | 1.21% | Add +56.1% | 519,832 | $15.1M |
| Syverson Strege & Co | 3.02% | Add +0.5% | 478,322 | $13.9M |
| Harbour Investments, Inc. | 0.18% | Add +8.2% | 470,460 | $13.6M |
| Geometric Wealth Advisors | 1.46% | Add +4.7% | 465,667 | $13.5M |
| Wealth Enhancement Advisory Services, LLC | 0.02% | Add +93.5% | 455,872 | $13.3M |
| Commonwealth Equity Services, LLC | 0.02% | Add +4.1% | 457,141 | $13.2M |
| McLean Asset Management Corp | 1.70% | Add +61.0% | 430,559 | $12.8M |
| Allworth Financial LP | 0.05% | Add +26.5% | 428,449 | $12.4M |
| Flow Traders U.S. LLC | 0.49% | New | 405,981 | $11.8M |
| American Investment Services, Inc. | 2.37% | Add +7.8% | 386,559 | $11.2M |
| SJS Investment Consulting Inc. | 1.19% | Add +14.9% | 378,778 | $11.0M |
| Sprinkle Financial Consultants LLC | 4.30% | Add +0.8% | 378,545 | $11.0M |
| XY Planning Network, Inc. | 1.36% | Add +8.1% | 374,316 | $10.8M |
| Bridge Generations Wealth Management LLC | 5.46% | Add +2.9% | 370,107 | $10.7M |
| Vestmark Advisory Solutions, Inc. | 0.10% | Reduce -10.9% | 366,862 | $10.6M |
| Great Lakes Advisors, LLC | 0.08% | Add +29.3% | 355,274 | $10.3M |
| Elser Financial Planning, Inc | 0.44% | Reduce -3.0% | 353,220 | $10.2M |
| REAP Financial Group, LLC | 1.75% | Add +12.5% | 353,217 | $10.2M |
| Apella Capital, LLC | 0.14% | Add +3.8% | 342,804 | $10.1M |
| First Command Advisory Services, Inc. | 0.06% | Add +379.5% | 320,787 | $9.3M |
| Burk Holdings LLC | 3.08% | Add +13.0% | 287,421 | $8.3M |
| Wealth Architects, LLC | 0.65% | Add +5.5% | 284,328 | $8.2M |
| RFG Advisory, LLC | 0.13% | Add +2.3% | 279,726 | $8.1M |
| CogentBlue Wealth Advisors, LLC | 4.28% | Add +5.3% | 258,053 | $7.5M |
| GeoWealth Management, LLC | 0.23% | Reduce -2.6% | 256,697 | $7.4M |
| Tilson Financial Group, Inc. | 2.04% | Add +5.1% | 256,643 | $7.4M |
| Sterling Financial Planning, Inc. | 1.95% | Add +5.1% | 247,263 | $7.2M |
| Peirce Capital Management, LLC | 2.59% | Reduce -3.5% | 244,292 | $7.1M |
| Arax Advisory Partners | 0.05% | Reduce -5.6% | 242,418 | $7.0M |
| Parkwoods Wealth Partners, LLC | 1.10% | Add +22.1% | 237,237 | $6.9M |
| AdvisorNet Financial, Inc | 0.30% | Add +4.2% | 224,553 | $6.5M |
| Forum Private Client Group LLC | 1.91% | Add +4.6% | 221,089 | $6.4M |
| Henrickson Nauta Wealth Advisors, Inc. | 1.47% | Reduce -2.4% | 208,828 | $6.0M |
| Greenspring Advisors, LLC | 0.34% | Add +2.3% | 208,803 | $6.0M |
| New Dimensions Wealth Management, LLC | 4.46% | Add +3.1% | 203,933 | $5.9M |
| Platform Wealth Management, LLC | 2.14% | — | 201,799 | $5.8M |
| Vawter Financial, Ltd. | 2.19% | Add +4.2% | 200,438 | $5.8M |
| Ruedi Wealth Management, Inc. | 1.36% | Add +4.6% | 199,828 | $5.8M |
| Corient Private Wealth LP | 0.01% | Reduce -65.8% | 199,437 | $5.8M |
| Osaic Holdings, Inc. | 0.01% | Add +35.5% | 199,311 | $5.8M |
| HFM Investment Advisors, LLC | 2.02% | Reduce -3.1% | 199,061 | $5.8M |
| Integrity Advisory Solutions, LLC | 0.59% | Add +9.7% | 196,241 | $5.7M |
| Parkshore Wealth Management, Inc. | 1.62% | Reduce -7.6% | 195,023 | $5.6M |
| Shotwell Rutter Baer Inc | 3.09% | Reduce -0.5% | 194,264 | $5.6M |
| New Capital Management LP | 1.27% | Add +1.0% | 192,558 | $5.6M |
| JDH Wealth Management, LLC | 3.35% | Add +7.6% | 190,149 | $5.5M |
| Clarity Wealth Development LLC | 3.05% | Add +6.3% | 189,408 | $5.5M |
| Cherry Tree Wealth Management, LLC | 1.01% | Add +18.0% | 185,748 | $5.4M |
| Vestia Personal Wealth Advisors | 2.06% | Add +22.2% | 182,356 | $5.3M |
| von Borstel & Associates, Inc. | 1.08% | Add +3.2% | 182,309 | $5.3M |
| AlTi Global, Inc. | 0.11% | No change | 179,651 | $5.2M |
| Colorado Capital Management, Inc. | 1.75% | Add +6.1% | 176,587 | $5.1M |
| Balanced Rock Investment Advisors LLC | 3.17% | Reduce -0.2% | 175,340 | $5.1M |
| Spire Wealth Management | 0.15% | Add +1.6% | 174,100 | $5.0M |
| Lam Group, Inc. | 2.46% | Reduce -9.0% | 171,240 | $5.0M |
| Physician Wealth Solutions Inc. | 1.83% | Add +19.5% | 166,172 | $4.8M |
| Farther Finance Advisors, LLC | 0.04% | Reduce -1.6% | 161,473 | $4.7M |
| JPMorgan Chase & Co. | 0.00% | Reduce -2.7% | 157,375 | $4.6M |
| Pathstone Holdings, LLC | 0.01% | Reduce -3.9% | 159,112 | $4.6M |
| EP Wealth Advisors, LLC | 0.02% | Reduce -6.4% | 158,716 | $4.6M |
| Sage Rhino Capital LLC | 0.76% | Add +58.7% | 158,646 | $4.6M |
| Cooper/Haims Advisors, LLC | 1.92% | Add +0.9% | 154,325 | $4.5M |
| Betterment LLC | 0.01% | Add +5.0% | 151,480 | $4.4M |
| Integrity Alliance, Llc. | 0.13% | Add +0.6% | 147,170 | $4.3M |
| Old Mission Capital LLC | 0.10% | New | 138,375 | $4.0M |
"% of holder's portfolio" is DFGR's weight in each manager's 13F, not the share of Dim Global Real Estate ETF the manager owns.