Dim Global Real Estate ETFDFGRETF
13F holders, Q3 2024 (September 30)194holders +13
24new positions
11sold out
1famous investor
$28.84avg. 13F price*
At the end of Q3 2024, 194 institutions reported holding Dim Global Real Estate ETF (DFGR) in their 13F filings, up 13 from Q2 2024. 24 opened new positions and 11 sold out. The largest holders were Forum Financial Management, LP ($405.8M), Savant Capital, LLC ($107.3M) and JMG Financial Group, Ltd. ($100.2M). One famous investor held it David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio).
- Company
- Dim Global Real Estate ETF
- Filed as
- DIMENSIONAL ETF TRUST (Q3 2024)
- CUSIP
- 25434V658
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 24 | $158.0M |
| Exits | 11 | $14.6M |
All 13F filers, Q2 2024 → Q3 2024: 10,276,790 shares bought and 2,537,427 shares sold, net +7,739,363 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 194 holders
| Forum Financial Management, LP | 6.76% | Add +1.9% | 14,062,260 | $405.8M |
| Savant Capital, LLC | 0.89% | Add +36.6% | 3,718,316 | $107.3M |
| JMG Financial Group, Ltd. | 3.42% | Add +11.5% | 3,470,292 | $100.2M |
| Focus Partners Wealth | 0.24% | New | 2,639,064 | $76.2M |
| Wealthspire Advisors, LLC | 0.64% | New | 2,171,563 | $62.7M |
| Corient Private Wealth LP | 0.09% | Reduce -2.0% | 2,047,749 | $59.1M |
| Brighton Jones LLC | 1.90% | Add +6.3% | 1,750,571 | $50.5M |
| DiNuzzo Private Wealth, Inc. | 5.50% | Add +0.6% | 1,545,173 | $44.6M |
| TCI Wealth Advisors, Inc. | 2.80% | Add +18.6% | 1,150,985 | $33.2M |
| Wescott Financial Advisory Group, LLC | 2.98% | Reduce -13.3% | 961,209 | $27.7M |
| Focus Partners Advisor Solutions, LLC | 0.56% | Add +4650.2% | 923,768 | $26.7M |
| Quantum Financial Advisors, LLC | 3.73% | Reduce -1.9% | 825,617 | $23.8M |
| RS Crum Inc. | 5.27% | Add +14.8% | 779,378 | $22.5M |
| Summit Financial Strategies, Inc. | 2.24% | Add +6.3% | 690,694 | $19.9M |
| Index Fund Advisors, Inc. | 1.05% | Add +4.5% | 689,707 | $19.9M |
| OneDigital Investment Advisors LLC | 0.22% | Add +55.6% | 670,313 | $19.3M |
| WPWealth LLP | 4.00% | Add +8.9% | 668,280 | $19.3M |
| LPL Financial LLC | 0.01% | Add +0.5% | 659,881 | $19.0M |
| Arax Advisory Partners | 1.50% | Reduce -1.7% | 582,006 | $16.8M |
| Great Waters Wealth Management | 2.24% | Add +13.2% | 575,513 | $16.6M |
| Creative Capital Management Investments LLC | 6.93% | Add +12.2% | 574,351 | $16.6M |
| Jane Street Group, LLC | 0.02% | Add +157.1% | 514,088 | $14.8M |
| Integris Wealth Management, LLC | 4.05% | Reduce -0.8% | 501,967 | $14.5M |
| Planning Center, Inc. | 1.74% | Reduce -0.5% | 489,522 | $14.1M |
| Syverson Strege & Co | 4.48% | Reduce -1.5% | 462,907 | $13.4M |
| Rather & Kittrell, Inc. | 3.21% | Add +20.9% | 454,579 | $13.1M |
| Private Wealth Management Group, LLC | 5.09% | Add +5.5% | 446,885 | $12.9M |
| Total Wealth Planning, LLC | 1.91% | Add +14.2% | 425,148 | $12.3M |
| Jentner Corp | 3.17% | Add +1.2% | 358,926 | $10.4M |
| Commonwealth Equity Services, LLC | 0.01% | Add +0.3% | 327,081 | $9.4M |
| Level Financial Advisors | 3.57% | Add +17.7% | 324,037 | $9.4M |
| Geometric Wealth Advisors | 1.68% | Add +4.6% | 314,481 | $9.1M |
| Willow Creek Wealth Management Inc. | 0.95% | Add +11.4% | 313,302 | $9.0M |
| Apella Capital, LLC | 0.36% | Reduce -11.6% | 311,252 | $8.9M |
| Sprinkle Financial Consultants LLC | 6.34% | Add +1.1% | 306,935 | $8.9M |
| New Capital Management LP | 2.48% | Add +3.2% | 304,702 | $8.8M |
| Peirce Capital Management, LLC | 4.20% | Add +1.0% | 289,950 | $8.4M |
| Evanson Asset Management, LLC | 0.53% | Add +7.6% | 261,638 | $7.6M |
| Corrigan Financial, Inc. | 1.66% | Add +22.5% | 251,086 | $7.2M |
| Fischer Investment Strategies, LLC | 6.23% | New | 250,950 | $7.2M |
| Advisory Services & Investments, LLC | 4.46% | Reduce -1.6% | 227,220 | $6.6M |
| Pathstone Holdings, LLC | 0.03% | Add +0.1% | 225,205 | $6.5M |
| Financial Engines Advisors L.L.C. | 0.01% | Reduce -50.1% | 214,693 | $6.2M |
| American Investment Services, Inc. | 1.01% | Add +1.8% | 209,543 | $6.0M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Reduce -2.8% | 205,588 | $5.9M |
| REAP Financial Group, LLC | 1.45% | Add +12.7% | 205,503 | $5.9M |
| Rappaport Reiches Capital Management, LLC | 1.44% | Add +7.5% | 187,350 | $5.4M |
| Tilson Financial Group, Inc. | 2.33% | Add +6.5% | 186,622 | $5.4M |
| North Ridge Wealth Advisors, Inc. | 3.66% | Add +26.7% | 186,518 | $5.4M |
| Mosaic Family Wealth Partners, LLC | 0.78% | Reduce -68.4% | 182,169 | $5.3M |
| SJS Investment Consulting Inc. | 0.92% | Add +6.9% | 180,767 | $5.2M |
| Wealth Architects, LLC | 0.58% | Add +8.0% | 179,028 | $5.2M |
| Envestnet Asset Management Inc. | 0.00% | Add +45.2% | 178,557 | $5.2M |
| Vestmark Advisory Solutions, Inc. | 0.19% | Reduce -0.1% | 174,368 | $5.0M |
| Beacon Pointe Advisors, LLC | 0.06% | Add +9.2% | 170,143 | $4.9M |
| AdvisorNet Financial, Inc | 0.36% | Add +1.5% | 166,984 | $4.8M |
| RFG Advisory, LLC | 0.15% | Add +9.0% | 166,287 | $4.8M |
| Sterling Financial Planning, Inc. | 1.77% | Add +9.7% | 165,911 | $4.8M |
| Shotwell Rutter Baer Inc | 3.75% | Add +2.3% | 161,694 | $4.6M |
| Lam Group, Inc. | 3.12% | Add +21.4% | 152,515 | $4.4M |
| NewEdge Advisors, LLC | 0.03% | Add +67.6% | 150,915 | $4.4M |
| LRI Investments, LLC | 0.38% | Add +7.9% | 142,958 | $3.9M |
| Waypoint Wealth Partners Inc. | 1.02% | Add +1.8% | 133,405 | $3.9M |
| Vawter Financial, Ltd. | 2.28% | Add +2.5% | 129,154 | $3.7M |
| JPMorgan Chase & Co. | 0.00% | Reduce -5.6% | 123,952 | $3.6M |
| Waypoint Capital Advisors, LLC | 0.75% | Reduce -7.6% | 121,551 | $3.5M |
| Cherry Tree Wealth Management, LLC | 0.82% | Add +38.8% | 120,452 | $3.5M |
| Susquehanna International Group, LLP | 0.01% | New | 112,374 | $3.2M |
| Burton Enright Welch | 0.67% | Add +2.8% | 107,974 | $3.1M |
| Chicago Partners Investment Group LLC | 0.11% | Reduce -3.2% | 104,533 | $3.0M |
| Ruedi Wealth Management, Inc. | 0.99% | Add +82.6% | 99,951 | $2.9M |
| Cooper/Haims Advisors, LLC | 1.57% | Add +3.5% | 98,824 | $2.9M |
| Yardley Wealth Management LLC | 1.58% | — | 92,411 | $2.7M |
| Sterling Wealth Management, Inc. | 0.98% | Add +64.9% | 91,024 | $2.6M |
| Captrust Financial Advisors | 0.01% | Add +10.3% | 89,929 | $2.6M |
| Forum Private Client Group LLC | 1.10% | Add +40.2% | 85,515 | $2.5M |
| Krilogy Financial LLC | 0.16% | Reduce -1.5% | 81,566 | $2.4M |
| Henrickson Nauta Wealth Advisors, Inc. | 0.88% | Add +37.3% | 77,213 | $2.2M |
| Porter White Investment Advisors, Inc. | 1.10% | Add +4.6% | 76,007 | $2.2M |
| Osaic Holdings, Inc. | 0.00% | Add +11.6% | 73,042 | $2.1M |
| Retirement Guys Formula LLC | 0.98% | Add +0.7% | 72,965 | $2.1M |
| D.A. Davidson & Co. | 0.02% | Add +2.9% | 70,276 | $2.0M |
| Betterment LLC | 0.00% | Add +9.7% | 70,113 | $2.0M |
| von Borstel & Associates, Inc. | 1.08% | — | 66,297 | $1.9M |
| Meritas Wealth Management, LLC | 1.16% | Reduce -1.4% | 64,687 | $1.9M |
| Colorado Capital Management, Inc. | 0.92% | Add +88.9% | 64,674 | $1.9M |
| Silvia McColl Wealth Management, LLC | 1.31% | New | 60,797 | $1.8M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.15% | Add +254.0% | 59,988 | $1.7M |
| Cypress Point Wealth Management, LLC | 0.67% | Add +14.3% | 59,513 | $1.7M |
| Northwest Wealth Management, LLC | 0.40% | Add +81.2% | 58,803 | $1.7M |
| MML Investors Services, LLC | 0.01% | New | 57,742 | $1.7M |
| Sage Rhino Capital LLC | 0.35% | Reduce -6.1% | 55,551 | $1.6M |
| Awm Capital, LLC | 0.19% | New | 55,315 | $1.6M |
| Client 1ST Advisory Group, LLC | 0.61% | Reduce -1.9% | 53,303 | $1.5M |
| Hill Investment Group Partners, LLC | 0.21% | Reduce -2.8% | 60,010 | $1.5M |
| BWM Planning, LLC | 0.63% | — | 48,955 | $1.4M |
| Market Street Wealth Management Advisors LLC | 0.23% | Add +0.2% | 48,853 | $1.4M |
| McNamara Financial Services, Inc. | 0.27% | Add +4.2% | 47,921 | $1.4M |
| Creative Planning | 0.00% | Add +5.1% | 46,942 | $1.4M |
| KM Capital Management Ltd. | 0.72% | Reduce -12.6% | 46,839 | $1.4M |
| W.H. Cornerstone Investments Inc. | 0.87% | Add +26.6% | 44,555 | $1.3M |
| SC&H Financial Advisors, Inc. | 0.27% | Add +9.4% | 43,294 | $1.2M |
| Morris Financial Concepts, Inc. | 0.51% | Add +6.6% | 41,360 | $1.2M |
| Stifel Financial Corp. | 0.00% | Add +19.7% | 39,580 | $1.1M |
| Trust Co of the South | 0.22% | Add +16.6% | 36,288 | $1.0M |
| Vestia Personal Wealth Advisors | 0.98% | Add +0.6% | 35,999 | $1.0M |
| Abel Hall, LLC | 0.68% | Reduce -0.2% | 35,793 | $1.0M |
| Mattern Wealth Management LLC | 0.23% | Add +14.1% | 35,592 | $1.0M |
| Quarry Hill Advisors, LLC | 0.66% | Reduce -33.0% | 34,335 | $991K |
| Abacus Wealth Partners, LLC | 0.15% | Add +8.1% | 33,546 | $968K |
| Simplicity Wealth,LLC | 0.09% | Reduce -93.3% | 33,515 | $967K |
| SOL Capital Management CO | 0.10% | Reduce -42.1% | 32,110 | $927K |
| KFG Wealth Management, LLC | 0.20% | New | 32,019 | $924K |
| Farther Finance Advisors, LLC | 0.03% | Add +22.4% | 31,648 | $913K |
| Visionary Horizons, LLC | 0.61% | Add +5.2% | 31,410 | $906K |
| Claris Advisors, LLC / Mo / | 0.39% | Add +24.4% | 31,277 | $903K |
| Greenspring Advisors, LLC | 0.18% | Add +109.6% | 29,338 | $847K |
| Equita Financial Network, Inc. | 0.28% | Reduce -0.0% | 26,373 | $761K |
| LJI Wealth Management, LLC | 0.15% | Add +0.4% | 26,057 | $752K |
| Modera Wealth Management, LLC | 0.01% | Reduce -2.4% | 25,876 | $747K |
| Hutchens & Kramer Investment Management Group, LLC | 0.40% | Add +86.9% | 24,975 | $716K |
| Truist Financial Corp. | 0.00% | Add +2.7% | 24,598 | $710K |
| Signal Advisors Wealth, LLC | 0.09% | New | 21,795 | $629K |
| Bay Harbor Wealth Management, LLC | 0.20% | Add +18.1% | 21,438 | $619K |
| WorthPointe, LLC | 0.25% | No change | 20,949 | $605K |
| Seaside Wealth Management, Inc. | 0.23% | Add +0.1% | 20,832 | $601K |
| Wealthstream Advisors, Inc. | 0.11% | Add +37.0% | 20,763 | $599K |
| Integrated Wealth Concepts LLC | 0.01% | Add +2.8% | 20,671 | $597K |
| Firethorn Wealth Partners, LLC | 0.28% | Add +21.1% | 19,452 | $561K |
| EverSource Wealth Advisors, LLC | 0.04% | Add +2.7% | 19,439 | $561K |
| Kestra Advisory Services, LLC | 0.00% | Add +17.8% | 19,407 | $560K |
| Assetmark, Inc. | 0.00% | Reduce -74.2% | 18,990 | $548K |
| Orion Porfolio Solutions, LLC | 0.01% | Reduce -17.3% | 18,479 | $533K |
| Orion Portfolio Solutions, LLC | 0.01% | Reduce -17.3% | 18,479 | $533K |
| Jackson Thornton Wealth Management, LLC | 0.07% | Add +5.7% | 17,702 | $511K |
| Collective Family Office LLC | 0.14% | Add +3.4% | 17,269 | $498K |
| Granite Harbor Advisors, Inc. | 0.26% | Reduce -1.1% | 15,149 | $437K |
| Blue Trust, Inc. | 0.01% | Add +9.9% | 17,320 | $433K |
| Cyndeo Wealth Partners, LLC | 0.03% | New | 14,562 | $420K |
| Allworth Financial LP | 0.00% | Reduce -0.6% | 14,400 | $416K |
| Physician Wealth Solutions Inc. | 0.21% | Add +17.9% | 14,812 | $414K |
| Leading Edge Financial Planning LLC | 0.14% | Reduce -2.3% | 14,237 | $411K |
| Aerodigm Wealth, LLC | 0.26% | Reduce -49.8% | 14,007 | $404K |
| Investmark Advisory Group LLC | 0.19% | Reduce -2.6% | 13,766 | $397K |
| Smartleaf Asset Management LLC | 0.05% | Add +6.1% | 13,824 | $397K |
| Morgan Stanley | 0.00% | Reduce -4.3% | 13,364 | $386K |
| Wealthcare Advisory Partners LLC | 0.01% | Add +10.5% | 12,635 | $365K |
| Shearwater Capital LLC | 0.25% | Add +3.2% | 12,561 | $363K |
| Great Oak Capital Partners, LLC | 0.12% | Reduce -65.9% | 12,784 | $361K |
| Core Wealth Management, Inc. | 0.14% | No change | 13,599 | $340K |
| Principal Securities, Inc. | 0.01% | Reduce -8.5% | 10,949 | $316K |
| Hemington Wealth Management | 0.08% | New | 11,095 | $305K |
| Earned Wealth Advisors, LLC | 0.09% | No change | 10,380 | $300K |
| Five Oceans Advisors | 0.14% | Add +1.0% | 10,347 | $299K |
| Sutton Place Investors LLC | 0.17% | Reduce -0.7% | 9,818 | $283K |
| Cwm, LLC | 0.00% | Reduce -46.8% | 9,793 | $283K |
| U.S. Capital Wealth Advisors, LLC | 0.01% | Add +1.2% | 9,688 | $280K |
| Nwam LLC | 0.02% | New | 9,386 | $271K |
| Rehmann Capital Advisory Group | 0.02% | Reduce -5.5% | 9,019 | $260K |
| Team Hewins, LLC | 0.10% | New | 8,957 | $259K |
| Equitable Holdings, Inc. | 0.00% | New | 8,936 | $258K |
| Copperleaf Capital, LLC | 0.19% | Add +2.8% | 8,599 | $248K |
| Two West Capital Advisors LLC | 0.20% | New | 8,476 | $245K |
| First Pacific Financial | 0.05% | Add +0.7% | 8,033 | $232K |
| Glass Jacobson Investment Advisors llc | 0.08% | Reduce -1.0% | 7,943 | $229K |
| Stratos Investment Management, LLC | 0.01% | Reduce -97.8% | 7,204 | $208K |
| D. E. Shaw & Co. | 0.00% | Reduce -91.9% | 7,133 | $206K |
| Grunden Financial Advisory, Inc. | 0.10% | New | 7,021 | $203K |
| GeoWealth Management, LLC | 0.00% | Add +80.3% | 4,795 | $138K |
| IFP Advisors, Inc | 0.00% | Add +70.9% | 3,158 | $91K |
| Red Lighthouse Investment Management, LLC | 0.03% | No change | 2,424 | $70K |
| Citigroup Inc. | 0.00% | New | 2,310 | $67K |
| Larson Financial Group LLC | 0.00% | Reduce -26.7% | 1,801 | $52K |
| Aspire Private Capital, LLC | 0.01% | Add +1.7% | 1,767 | $51K |
| UBS Group AG | 0.00% | New | 1,616 | $47K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -61.9% | 1,325 | $38K |
| Aspire Wealth Management Corp | 0.02% | No change | 1,250 | $36K |
| Colonial Trust Co / SC | 0.01% | Reduce -32.2% | 1,114 | $32K |
| Moisand Fitzgerald Tamayo, LLC | 0.00% | Add +17.6% | 927 | $27K |
| US Bancorp \de | 0.00% | No change | 893 | $26K |
| FMR LLC | 0.00% | New | 797 | $23K |
| Royal Bank of Canada | 0.00% | Add +151.1% | 708 | $20K |
| Aptus Capital Advisors, LLC | 0.00% | Add +1212.8% | 617 | $18K |
| Wells Fargo & Company | 0.00% | New | 599 | $17K |
| Concord Wealth Partners | 0.00% | Add +0.7% | 554 | $16K |
| Vermillion & White Wealth Management Group, LLC | 0.00% | Reduce -64.0% | 222 | $6K |
| Franklin Resources Inc. | 0.00% | No change | 208 | $6K |
| Elevation Wealth Partners, LLC | 0.00% | Reduce -16.2% | 197 | $6K |
| Strategic Investment Solutions, Inc. | 0.00% | Add +0.7% | 151 | $4K |
| Fourpath Capital Management, LLC | 0.00% | New | 142 | $4K |
| O'shaughnessy Asset Management, LLC | 0.00% | New | 139 | $4K |
| Redmont Wealth Advisors LLC | 0.01% | New | 128 | $4K |
| Comerica Bank | 0.00% | Reduce -11.4% | 116 | $3K |
| Hantz Financial Services, Inc. | 0.00% | New | 36 | $1K |
"% 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.