Dim Global Real Estate ETFDFGRETF
13F holders, Q1 2024 (March 31)161holders
2famous investors
$25.52avg. 13F price*
At the end of Q1 2024, 161 institutions reported holding Dim Global Real Estate ETF (DFGR) in their 13F filings. The largest holders were Forum Financial Management, LP ($359.6M), JMG Financial Group, Ltd. ($66.0M) and Corient Private Wealth LP ($56.3M). 2 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio).
- Company
- Dim Global Real Estate ETF
- Filed as
- DIMENSIONAL ETF TRUST (Q1 2024)
- CUSIP
- 25434V658
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 14 | $22.1M |
| Exits | 10 | $10.4M |
Ownership 161 holders
| Forum Financial Management, LP | 6.15% | Add +1.0% | 14,084,940 | $359.6M |
| JMG Financial Group, Ltd. | 2.52% | Add +23.1% | 2,586,958 | $66.0M |
| Corient Private Wealth LP | 0.10% | Add +1.2% | 2,204,969 | $56.3M |
| Buckingham Strategic Wealth, LLC | 0.55% | Add +21.1% | 2,044,048 | $52.2M |
| Private Ocean, LLC | 5.50% | Add +9.5% | 2,031,427 | $51.9M |
| Savant Capital, LLC | 0.58% | Add +25.6% | 1,964,520 | $50.2M |
| DiNuzzo Private Wealth, Inc. | 5.21% | Add +1.3% | 1,511,329 | $38.6M |
| Brighton Jones LLC | 1.28% | Add +10.9% | 1,395,398 | $35.6M |
| Wescott Financial Advisory Group, LLC | 3.69% | Add +4.0% | 1,162,403 | $29.7M |
| Quantum Financial Advisors, LLC | 3.98% | Reduce -3.4% | 846,314 | $21.6M |
| TCI Wealth Advisors, Inc. | 1.82% | Add +7.7% | 724,433 | $18.5M |
| RS Crum Inc. | 4.53% | Add +10.4% | 650,531 | $16.6M |
| LPL Financial LLC | 0.01% | Add +4.6% | 598,826 | $15.3M |
| Arax Advisory Partners | 1.58% | Add +2.1% | 588,233 | $15.0M |
| Mosaic Family Wealth Partners, LLC | 2.31% | Add +14.2% | 550,240 | $14.0M |
| Index Fund Advisors, Inc. | 0.76% | Add +14.8% | 536,320 | $13.7M |
| Summit Financial Strategies, Inc. | 1.84% | Add +27.0% | 517,460 | $13.2M |
| Integris Wealth Management, LLC | 3.62% | Add +4.3% | 512,898 | $13.1M |
| Financial Engines Advisors L.L.C. | 0.03% | New | 498,842 | $12.7M |
| WPWealth LLP | 3.28% | Add +14.2% | 496,933 | $12.7M |
| Planning Center, Inc. | 2.67% | Add +3.3% | 479,783 | $12.2M |
| Creative Capital Management Investments LLC | 6.30% | Add +13.4% | 477,737 | $12.2M |
| Great Waters Wealth Management | 1.82% | Add +10.3% | 436,366 | $11.1M |
| Syverson Strege & Co | 3.89% | Add +17.2% | 422,956 | $10.8M |
| Private Wealth Management Group, LLC | 4.71% | Add +9.0% | 407,111 | $10.4M |
| OneDigital Investment Advisors LLC | 0.14% | Add +54.2% | 348,682 | $8.9M |
| Commonwealth Equity Services, LLC | 0.01% | Add +4.1% | 325,252 | $8.3M |
| Jentner Corp | 2.80% | Add +2.7% | 312,404 | $8.0M |
| Total Wealth Planning, LLC | 1.37% | Add +23.2% | 312,364 | $8.0M |
| Sprinkle Financial Consultants LLC | 6.39% | Add +25.7% | 293,292 | $7.5M |
| New Capital Management LP | 2.21% | Reduce -20.8% | 289,728 | $7.4M |
| Apella Capital, LLC | 0.36% | Reduce -20.8% | 284,770 | $7.2M |
| Peirce Capital Management, LLC | 3.83% | Add +10.5% | 272,917 | $7.0M |
| Geometric Wealth Advisors | 1.61% | Add +111.6% | 267,182 | $6.8M |
| Envestnet Asset Management Inc. | 0.00% | Add +51.5% | 264,944 | $6.8M |
| Wealth Enhancement Advisory Services, LLC | 0.02% | Add +8.7% | 255,550 | $6.5M |
| Rather & Kittrell, Inc. | 1.93% | Add +114.2% | 252,695 | $6.5M |
| Pathstone Holdings, LLC | 0.03% | Add +4.5% | 242,658 | $6.2M |
| Advisory Services & Investments, LLC | 3.94% | Add +5.4% | 223,570 | $5.7M |
| Evanson Asset Management, LLC | 0.39% | Add +27.6% | 206,109 | $5.3M |
| Willow Creek Wealth Management Inc. | 0.61% | Add +27.1% | 205,168 | $5.2M |
| Corrigan Financial, Inc. | 1.34% | Add +85.0% | 205,013 | $5.2M |
| Level Financial Advisors | 2.27% | Add +72.6% | 196,237 | $5.0M |
| Stratos Investment Management, LLC | 0.48% | New | 192,163 | $4.9M |
| American Investment Services, Inc. | 0.80% | Add +18.0% | 176,381 | $4.5M |
| Lam Group, Inc. | 3.50% | Add +290.4% | 167,940 | $4.3M |
| Jane Street Group, LLC | 0.01% | Reduce -73.2% | 166,604 | $4.3M |
| Vestmark Advisory Solutions, Inc. | 0.18% | Add +23.7% | 162,428 | $4.1M |
| AdvisorNet Financial, Inc | 0.39% | Add +56.0% | 159,713 | $4.1M |
| Tilson Financial Group, Inc. | 2.17% | Add +23.1% | 157,957 | $4.0M |
| SJS Investment Consulting Inc. | 0.78% | Add +109.5% | 153,021 | $3.9M |
| Shotwell Rutter Baer Inc | 7.84% | Add +0.8% | 152,466 | $3.9M |
| Rappaport Reiches Capital Management, LLC | 1.20% | Add +12.1% | 150,257 | $3.8M |
| REAP Financial Group, LLC | 1.05% | Add +55.4% | 150,141 | $3.8M |
| Wealth Architects, LLC | 0.48% | Add +22.2% | 142,625 | $3.6M |
| Beacon Pointe Advisors, LLC | 0.04% | Add +22.8% | 140,841 | $3.6M |
| RFG Advisory, LLC | 0.12% | Add +5.8% | 139,952 | $3.6M |
| Great Oak Capital Partners, LLC | 1.53% | Reduce -30.8% | 134,845 | $3.4M |
| Waypoint Capital Advisors, LLC | 0.89% | Reduce -5.3% | 133,513 | $3.4M |
| North Ridge Wealth Advisors, Inc. | 2.51% | Add +11.7% | 126,924 | $3.2M |
| LRI Investments, LLC | 0.77% | — | 118,837 | $3.0M |
| Sterling Financial Planning, Inc. | 1.20% | Add +33.1% | 115,719 | $3.0M |
| Waypoint Wealth Partners Inc. | 0.78% | Add +8.2% | 107,532 | $2.7M |
| JPMorgan Chase & Co. | 0.00% | Add +94.2% | 104,734 | $2.7M |
| Vawter Financial, Ltd. | 1.90% | Add +7.6% | 102,452 | $2.6M |
| Chicago Partners Investment Group LLC | 0.11% | Add +0.0% | 103,824 | $2.5M |
| Burton Enright Welch | 0.57% | Reduce -2.4% | 92,198 | $2.4M |
| NewEdge Advisors, LLC | 0.02% | Add +1.1% | 87,226 | $2.2M |
| Krilogy Financial LLC | 0.17% | Add +3.6% | 85,195 | $2.2M |
| Cooper/Haims Advisors, LLC | 1.24% | Reduce -50.3% | 83,275 | $2.1M |
| Old Mission Capital LLC | 0.05% | Add +17.8% | 81,921 | $2.1M |
| Cherry Tree Wealth Management, LLC | 0.52% | Add +11.8% | 81,321 | $2.1M |
| Retirement Guys Formula LLC | 0.98% | Add +1.0% | 78,713 | $2.0M |
| SOL Capital Management CO | 0.25% | Reduce -0.7% | 78,170 | $2.0M |
| Captrust Financial Advisors | 0.01% | New | 76,858 | $2.0M |
| Meritas Wealth Management, LLC | 1.15% | Reduce -1.4% | 64,482 | $1.6M |
| Renaissance Technologies | 0.00% | Add +263.1% | 63,900 | $1.6M |
| Porter White Investment Advisors, Inc. | 0.86% | Add +44.8% | 63,680 | $1.6M |
| D.A. Davidson & Co. | 0.01% | Add +37.1% | 62,260 | $1.6M |
| Hill Investment Group Partners, LLC | 0.22% | Reduce -10.5% | 61,482 | $1.6M |
| Sage Rhino Capital LLC | 0.35% | Add +6.4% | 57,982 | $1.5M |
| Client 1ST Advisory Group, LLC | 0.61% | Add +8.9% | 52,852 | $1.3M |
| Osaic Holdings, Inc. | 0.00% | Add +48.9% | 51,589 | $1.3M |
| KM Capital Management Ltd. | 0.72% | Add +222.2% | 50,553 | $1.3M |
| Cypress Point Wealth Management, LLC | 0.65% | Add +158.9% | 49,883 | $1.3M |
| Quarry Hill Advisors, LLC | 0.91% | No change | 48,291 | $1.2M |
| Market Street Wealth Management Advisors LLC | 0.20% | Add +14.8% | 44,590 | $1.1M |
| Forum Private Client Group LLC | 0.54% | Add +8.6% | 43,882 | $1.1M |
| Betterment LLC | 0.00% | Add +59.6% | 43,478 | $1.1M |
| Sterling Wealth Management, Inc. | 0.52% | Add +67.7% | 41,210 | $1.1M |
| Henrickson Nauta Wealth Advisors, Inc. | 0.45% | Add +37.0% | 41,610 | $1.0M |
| McNamara Financial Services, Inc. | 0.21% | Add +15.6% | 39,189 | $1.0M |
| Creative Planning | 0.00% | Add +3.7% | 39,050 | $997K |
| SC&H Financial Advisors, Inc. | 0.24% | Add +3.7% | 36,535 | $933K |
| U.S. Capital Wealth Advisors, LLC | 0.03% | Add +2.8% | 33,263 | $849K |
| Abel Hall, LLC | 0.62% | Add +7.5% | 32,417 | $828K |
| Stifel Financial Corp. | 0.00% | Add +44.3% | 31,058 | $793K |
| Northwest Wealth Management, LLC | 0.21% | Add +102.3% | 30,103 | $769K |
| W.H. Cornerstone Investments Inc. | 0.55% | Add +68.4% | 29,733 | $759K |
| Trust Co of the South | 0.17% | Add +51.1% | 29,614 | $756K |
"% 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.