Dim Global Real Estate ETFDFGRETF
13F holders, Q2 2024 (June 30)181holders +20
22new positions
6sold out
2famous investors
$25.01avg. 13F price*
At the end of Q2 2024, 181 institutions reported holding Dim Global Real Estate ETF (DFGR) in their 13F filings, up 20 from Q1 2024. 22 opened new positions and 6 sold out. The largest holders were Forum Financial Management, LP ($344.7M), JMG Financial Group, Ltd. ($77.8M) and Savant Capital, LLC ($68.0M). 2 famous investors held it, including David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).
- Company
- Dim Global Real Estate ETF
- Filed as
- DIMENSIONAL ETF TRUST (Q2 2024)
- CUSIP
- 25434V658
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 22 | $20.7M |
| Exits | 6 | $4.0M |
All 13F filers, Q1 2024 → Q2 2024: 5,404,335 shares bought and 1,169,934 shares sold, net +4,234,401 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 181 holders
| Forum Financial Management, LP | 6.24% | Reduce -2.1% | 13,792,772 | $344.7M |
| JMG Financial Group, Ltd. | 2.91% | Add +20.4% | 3,113,618 | $77.8M |
| Savant Capital, LLC | 0.68% | Add +38.6% | 2,722,904 | $68.0M |
| Buckingham Strategic Wealth, LLC | 0.62% | Add +18.1% | 2,414,455 | $60.3M |
| Private Ocean, LLC | 4.81% | Add +7.3% | 2,180,268 | $54.5M |
| Corient Private Wealth LP | 0.09% | Reduce -5.2% | 2,089,361 | $52.2M |
| Brighton Jones LLC | 1.36% | Add +18.1% | 1,647,569 | $41.2M |
| DiNuzzo Private Wealth, Inc. | 5.18% | Add +1.6% | 1,535,460 | $38.4M |
| Wescott Financial Advisory Group, LLC | 3.22% | Reduce -4.7% | 1,108,115 | $27.7M |
| TCI Wealth Advisors, Inc. | 2.29% | Add +33.9% | 970,061 | $24.2M |
| Quantum Financial Advisors, LLC | 3.69% | Reduce -0.5% | 841,749 | $21.0M |
| RS Crum Inc. | 4.45% | Add +4.4% | 679,199 | $17.0M |
| Index Fund Advisors, Inc. | 0.93% | Add +23.0% | 659,680 | $16.5M |
| LPL Financial LLC | 0.01% | Add +9.7% | 656,929 | $16.4M |
| Summit Financial Strategies, Inc. | 2.02% | Add +25.6% | 649,879 | $16.2M |
| WPWealth LLP | 3.70% | Add +23.5% | 613,627 | $15.3M |
| Arax Advisory Partners | 1.44% | Add +0.7% | 592,264 | $14.8M |
| Mosaic Family Wealth Partners, LLC | 2.32% | Add +4.9% | 576,996 | $14.4M |
| Creative Capital Management Investments LLC | 6.22% | Add +7.2% | 511,923 | $12.8M |
| Great Waters Wealth Management | 1.94% | Add +16.6% | 508,600 | $12.7M |
| Integris Wealth Management, LLC | 3.65% | Reduce -1.4% | 505,834 | $12.6M |
| Simplicity Wealth,LLC | 0.28% | New | 503,917 | $12.6M |
| Planning Center, Inc. | 1.61% | Add +2.5% | 491,730 | $12.3M |
| Syverson Strege & Co | 4.00% | Add +11.1% | 469,968 | $11.7M |
| Financial Engines Advisors L.L.C. | 0.02% | Reduce -13.7% | 430,719 | $10.8M |
| OneDigital Investment Advisors LLC | 0.13% | Add +23.5% | 430,670 | $10.8M |
| Private Wealth Management Group, LLC | 4.58% | Add +4.0% | 423,531 | $10.6M |
| Elser Financial Planning, Inc | 1.72% | — | 412,426 | $10.3M |
| Total Wealth Planning, LLC | 1.62% | Add +19.2% | 372,420 | $9.9M |
| Rather & Kittrell, Inc. | 2.59% | Add +48.8% | 375,968 | $9.4M |
| Jentner Corp | 2.94% | Add +13.5% | 354,572 | $8.9M |
| Apella Capital, LLC | 0.39% | Add +23.7% | 352,162 | $8.8M |
| Stratos Investment Management, LLC | 0.68% | Add +70.1% | 326,839 | $8.2M |
| Commonwealth Equity Services, LLC | 0.01% | Add +0.3% | 326,121 | $8.2M |
| Sprinkle Financial Consultants LLC | 5.98% | Add +3.5% | 303,505 | $7.6M |
| Geometric Wealth Advisors | 1.54% | Add +12.5% | 300,641 | $7.5M |
| New Capital Management LP | 2.26% | Add +1.9% | 295,134 | $7.4M |
| Peirce Capital Management, LLC | 3.80% | Add +5.2% | 287,092 | $7.2M |
| Willow Creek Wealth Management Inc. | 0.80% | Add +37.1% | 281,301 | $7.0M |
| Level Financial Advisors | 2.98% | Add +40.3% | 275,383 | $6.9M |
| Evanson Asset Management, LLC | 0.45% | Add +17.9% | 243,072 | $6.1M |
| Advisory Services & Investments, LLC | 4.01% | Add +3.2% | 230,811 | $5.8M |
| Pathstone Holdings, LLC | 0.03% | Reduce -7.3% | 225,021 | $5.6M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Reduce -17.3% | 211,456 | $5.3M |
| Corrigan Financial, Inc. | 1.34% | No change | 205,013 | $5.2M |
| American Investment Services, Inc. | 0.91% | Add +16.7% | 205,896 | $5.1M |
| Jane Street Group, LLC | 0.01% | Add +20.0% | 199,995 | $5.0M |
| REAP Financial Group, LLC | 1.23% | Add +21.5% | 182,423 | $4.6M |
| Tilson Financial Group, Inc. | 4.43% | Add +11.0% | 175,300 | $4.4M |
| Vestmark Advisory Solutions, Inc. | 0.18% | Add +7.5% | 174,566 | $4.4M |
| Rappaport Reiches Capital Management, LLC | 1.28% | Add +15.9% | 174,209 | $4.4M |
| SJS Investment Consulting Inc. | 0.82% | Add +10.5% | 169,103 | $4.2M |
| Wealth Architects, LLC | 0.51% | Add +16.2% | 165,758 | $4.1M |
| AdvisorNet Financial, Inc | 0.37% | Add +3.0% | 164,464 | $4.1M |
| Shotwell Rutter Baer Inc | 3.51% | Add +3.7% | 158,103 | $4.0M |
| Beacon Pointe Advisors, LLC | 0.05% | Add +10.6% | 155,747 | $3.9M |
| RFG Advisory, LLC | 0.12% | Add +9.0% | 152,511 | $3.8M |
| Sterling Financial Planning, Inc. | 1.53% | Add +30.7% | 151,277 | $3.8M |
| North Ridge Wealth Advisors, Inc. | 2.80% | Add +16.0% | 147,253 | $3.7M |
| LRI Investments, LLC | 0.38% | Add +11.4% | 132,438 | $3.3M |
| Waypoint Capital Advisors, LLC | 0.82% | Reduce -1.5% | 131,526 | $3.3M |
| JPMorgan Chase & Co. | 0.00% | Add +25.3% | 131,265 | $3.3M |
| Waypoint Wealth Partners Inc. | 0.96% | Add +21.9% | 131,112 | $3.3M |
| Vawter Financial, Ltd. | 2.16% | Add +23.0% | 125,984 | $3.1M |
| Lam Group, Inc. | 2.65% | Reduce -25.2% | 125,575 | $3.1M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -53.6% | 122,968 | $3.1M |
| Chicago Partners Investment Group LLC | 0.11% | Add +4.0% | 108,034 | $2.9M |
| Flow Traders U.S. LLC | 0.13% | New | 105,763 | $2.6M |
| Burton Enright Welch | 0.60% | Add +13.9% | 104,991 | $2.6M |
| Cooper/Haims Advisors, LLC | 1.34% | Add +14.6% | 95,467 | $2.4M |
| NewEdge Advisors, LLC | 0.02% | Add +3.3% | 90,062 | $2.3M |
| D. E. Shaw & Co. | 0.00% | Add +387.5% | 87,904 | $2.2M |
| Cherry Tree Wealth Management, LLC | 0.54% | Add +6.7% | 86,776 | $2.2M |
| Krilogy Financial LLC | 0.15% | Reduce -2.8% | 82,839 | $2.1M |
| Captrust Financial Advisors | 0.01% | Add +6.1% | 81,527 | $2.0M |
| Assetmark, Inc. | 0.01% | New | 73,704 | $1.8M |
| Porter White Investment Advisors, Inc. | 0.97% | Add +14.1% | 72,645 | $1.8M |
| Retirement Guys Formula LLC | 0.87% | Reduce -7.9% | 72,492 | $1.8M |
| D.A. Davidson & Co. | 0.02% | Add +9.7% | 68,292 | $1.7M |
| Meritas Wealth Management, LLC | 1.16% | Add +1.7% | 65,601 | $1.6M |
| Hill Investment Group Partners, LLC | 0.22% | Add +0.5% | 61,757 | $1.6M |
| Osaic Holdings, Inc. | 0.00% | Add +26.9% | 65,478 | $1.6M |
| Betterment LLC | 0.00% | Add +47.0% | 63,890 | $1.6M |
| Forum Private Client Group LLC | 0.72% | Add +39.0% | 60,986 | $1.5M |
| Sage Rhino Capital LLC | 0.35% | Add +2.1% | 59,174 | $1.5M |
| Henrickson Nauta Wealth Advisors, Inc. | 0.60% | Add +35.2% | 56,241 | $1.4M |
| SOL Capital Management CO | 0.17% | Reduce -29.0% | 55,510 | $1.4M |
| Sterling Wealth Management, Inc. | 0.65% | Add +33.9% | 55,185 | $1.4M |
| Ruedi Wealth Management, Inc. | 0.54% | Add +92.7% | 54,742 | $1.4M |
| Client 1ST Advisory Group, LLC | 0.58% | Add +2.8% | 54,335 | $1.4M |
| KM Capital Management Ltd. | 0.69% | Add +6.0% | 53,588 | $1.3M |
| Cypress Point Wealth Management, LLC | 0.62% | Add +4.4% | 52,070 | $1.3M |
| Quarry Hill Advisors, LLC | 0.86% | Add +6.1% | 51,223 | $1.3M |
| Market Street Wealth Management Advisors LLC | 0.21% | Add +9.4% | 48,764 | $1.2M |
| McNamara Financial Services, Inc. | 0.24% | Add +17.4% | 46,012 | $1.1M |
| Creative Planning | 0.00% | Add +14.4% | 44,676 | $1.1M |
| Great Oak Capital Partners, LLC | 0.38% | Reduce -72.2% | 37,510 | $1.0M |
| SC&H Financial Advisors, Inc. | 0.24% | Add +8.3% | 39,578 | $989K |
| Morris Financial Concepts, Inc. | 0.46% | Add +38.2% | 38,792 | $969K |
| Abel Hall, LLC | 0.63% | Add +10.6% | 35,867 | $896K |
"% 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.