Dim Global Real Estate ETFDFGRETF
13F holders, Q4 2024 (December 31)243holders +49
31new positions
8sold out
2famous investors
$25.54avg. 13F price*
At the end of Q4 2024, 243 institutions reported holding Dim Global Real Estate ETF (DFGR) in their 13F filings, up 49 from Q3 2024. 31 opened new positions and 8 sold out. The largest holders were Forum Financial Management, LP ($357.8M), Savant Capital, LLC ($116.4M) and JMG Financial Group, Ltd. ($102.0M). 2 famous investors held it, including Cliff Asness (0.0% of AQR Capital Management'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 (Q4 2024)
- CUSIP
- 25434V658
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 31 | $33.6M |
| Exits | 8 | $5.1M |
All 13F filers, Q3 2024 → Q4 2024: 6,827,948 shares bought and 756,790 shares sold, net +6,071,158 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 243 holders
| Forum Financial Management, LP | 5.93% | Reduce -0.4% | 14,010,051 | $357.8M |
| Savant Capital, LLC | 0.92% | Add +22.6% | 4,557,152 | $116.4M |
| JMG Financial Group, Ltd. | 3.48% | Add +15.1% | 3,993,536 | $102.0M |
| Focus Partners Wealth | 0.20% | Add +16.2% | 3,067,320 | $78.3M |
| Wealthspire Advisors, LLC | 0.61% | Add +10.8% | 2,404,967 | $61.4M |
| Brighton Jones LLC | 1.47% | Add +14.1% | 1,997,000 | $51.0M |
| Corient Private Wealth LP | 0.08% | Reduce -12.7% | 1,786,962 | $45.6M |
| DiNuzzo Private Wealth, Inc. | 5.20% | Add +4.1% | 1,608,159 | $41.1M |
| TCI Wealth Advisors, Inc. | 2.86% | Add +16.3% | 1,338,925 | $34.2M |
| Jane Street Group, LLC | 0.05% | Add +115.8% | 1,109,388 | $28.3M |
| Focus Partners Advisor Solutions, LLC | 0.46% | Add +15.3% | 1,064,899 | $27.2M |
| Wescott Financial Advisory Group, LLC | 2.57% | Add +1.0% | 970,495 | $24.8M |
| Quantum Financial Advisors, LLC | 3.24% | Add +0.7% | 831,767 | $21.2M |
| RS Crum Inc. | 5.11% | Add +4.0% | 810,861 | $20.7M |
| Verisail Partners, LLC | 9.56% | — | 799,577 | $20.4M |
| LPL Financial LLC | 0.01% | Add +16.1% | 765,824 | $19.6M |
| Summit Financial Strategies, Inc. | 2.09% | Add +7.3% | 741,406 | $18.9M |
| Index Fund Advisors, Inc. | 0.99% | Add +4.2% | 718,636 | $18.4M |
| OneDigital Investment Advisors LLC | 0.21% | Add +6.7% | 715,248 | $18.3M |
| WPWealth LLP | 3.69% | Add +5.8% | 706,910 | $18.1M |
| Great Waters Wealth Management | 2.25% | Add +19.0% | 685,086 | $17.5M |
| Arax Advisory Partners | 0.97% | Add +3.5% | 602,258 | $15.4M |
| Creative Capital Management Investments LLC | 6.35% | Add +3.5% | 594,262 | $15.2M |
| Rather & Kittrell, Inc. | 3.30% | Add +20.9% | 549,552 | $14.0M |
| Integris Wealth Management, LLC | 3.73% | Add +3.3% | 518,331 | $13.2M |
| Planning Center, Inc. | 1.60% | Add +0.8% | 493,602 | $12.6M |
| Total Wealth Planning, LLC | 1.92% | Add +13.8% | 483,747 | $12.4M |
| Syverson Strege & Co | 4.08% | Add +3.5% | 479,289 | $12.2M |
| Private Wealth Management Group, LLC | 4.54% | Add +3.8% | 463,950 | $11.8M |
| Jentner Corp | 3.19% | Add +19.6% | 429,406 | $11.0M |
| Elser Financial Planning, Inc | 0.64% | New | 421,777 | $10.8M |
| Bridge Generations Wealth Management LLC | 6.62% | — | 392,259 | $10.0M |
| Willow Creek Wealth Management Inc. | 0.98% | Add +20.6% | 377,774 | $9.6M |
| Level Financial Advisors | 3.51% | Add +15.6% | 374,441 | $9.6M |
| Wealth Management Nebraska | 1.50% | — | 359,931 | $9.2M |
| Commonwealth Equity Services, LLC | 0.01% | Add +3.2% | 337,468 | $8.6M |
| Sprinkle Financial Consultants LLC | 5.86% | Add +9.8% | 337,035 | $8.6M |
| Geometric Wealth Advisors | 1.53% | Add +4.5% | 328,492 | $8.4M |
| Financial Engines Advisors L.L.C. | 0.02% | Add +47.7% | 317,041 | $8.1M |
| New Capital Management LP | 2.29% | Add +0.7% | 306,745 | $7.8M |
| Evanson Asset Management, LLC | 0.53% | Add +15.9% | 303,308 | $7.7M |
| Apella Capital, LLC | 0.28% | Reduce -7.3% | 288,548 | $7.4M |
| Peirce Capital Management, LLC | 3.60% | Reduce -5.2% | 274,811 | $7.0M |
| Corrigan Financial, Inc. | 1.60% | Add +8.9% | 273,375 | $7.0M |
| Master's Wealth Management Inc. | 3.38% | — | 247,546 | $6.3M |
| American Investment Services, Inc. | 1.07% | Add +13.3% | 237,329 | $6.1M |
| North Ridge Wealth Advisors, Inc. | 3.93% | Add +19.1% | 222,047 | $5.7M |
| Pathstone Holdings, LLC | 0.03% | Reduce -1.5% | 221,901 | $5.7M |
| Lam Group, Inc. | 3.97% | Add +42.9% | 217,880 | $5.6M |
| GeoWealth Management, LLC | 0.17% | Add +4212.1% | 206,766 | $5.3M |
| Rappaport Reiches Capital Management, LLC | 1.35% | Add +9.6% | 205,343 | $5.2M |
| REAP Financial Group, LLC | 1.30% | Reduce -0.3% | 204,949 | $5.2M |
| Vestmark Advisory Solutions, Inc. | 0.18% | Add +17.0% | 204,071 | $5.2M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Reduce -2.0% | 201,429 | $5.1M |
| Tilson Financial Group, Inc. | 2.09% | Add +7.2% | 200,050 | $5.1M |
| Parkshore Wealth Management, Inc. | 3.03% | — | 197,261 | $5.0M |
| Envestnet Asset Management Inc. | 0.00% | Add +9.4% | 195,427 | $5.0M |
| XY Planning Network, Inc. | 3.71% | — | 193,557 | $4.9M |
| SJS Investment Consulting Inc. | 0.85% | Add +6.4% | 192,397 | $4.9M |
| Wealth Architects, LLC | 0.55% | Add +5.7% | 189,291 | $4.8M |
| Bison Wealth, LLC | 0.58% | — | 185,268 | $4.7M |
| Beacon Pointe Advisors, LLC | 0.05% | Add +4.2% | 177,331 | $4.5M |
| RFG Advisory, LLC | 0.13% | Add +5.8% | 175,995 | $4.5M |
| AdvisorNet Financial, Inc | 0.37% | Add +4.6% | 174,595 | $4.5M |
| Sterling Financial Planning, Inc. | 1.63% | Add +4.5% | 173,385 | $4.4M |
| Mosaic Family Wealth Partners, LLC | 0.62% | Reduce -7.7% | 168,164 | $4.3M |
| Shotwell Rutter Baer Inc | 3.44% | Add +2.2% | 165,224 | $4.1M |
| LRI Investments, LLC | 0.39% | Add +11.4% | 159,330 | $4.1M |
| Burk Holdings LLC | 3.22% | — | 156,094 | $4.0M |
| NewEdge Advisors, LLC | 0.02% | Add +2.6% | 154,906 | $4.0M |
| Vawter Financial, Ltd. | 2.29% | Add +15.7% | 149,448 | $3.8M |
| McMill Wealth Management | 1.45% | — | 140,472 | $3.6M |
| JPMorgan Chase & Co. | 0.00% | Add +10.3% | 136,697 | $3.5M |
| Clarity Wealth Development LLC | 3.68% | — | 131,025 | $3.4M |
| Waypoint Wealth Partners Inc. | 0.92% | Reduce -0.8% | 132,402 | $3.4M |
| Ruedi Wealth Management, Inc. | 1.03% | Add +27.6% | 127,550 | $3.3M |
| Cherry Tree Wealth Management, LLC | 0.79% | Add +3.6% | 124,790 | $3.2M |
| JDH Wealth Management, LLC | 2.76% | — | 123,233 | $3.1M |
| Awm Capital, LLC | 0.38% | Add +121.9% | 122,761 | $3.1M |
| Mercer Global Advisors Inc. | 0.01% | New | 116,604 | $3.0M |
| Cooper/Haims Advisors, LLC | 1.67% | Add +16.5% | 115,095 | $2.9M |
| Yardley Wealth Management LLC | 1.40% | Add +19.9% | 110,800 | $2.9M |
| Forum Private Client Group LLC | 1.27% | Add +31.0% | 112,057 | $2.9M |
| Spire Wealth Management | 0.09% | New | 111,990 | $2.9M |
| Burton Enright Welch | 0.58% | Add +0.7% | 108,753 | $2.8M |
| Fischer Investment Strategies, LLC | 2.16% | Reduce -57.6% | 106,498 | $2.7M |
| von Borstel & Associates, Inc. | 1.06% | Add +60.3% | 106,301 | $2.7M |
| Captrust Financial Advisors | 0.01% | Add +15.0% | 103,400 | $2.6M |
| Chicago Partners Investment Group LLC | 0.09% | Reduce -0.1% | 104,393 | $2.6M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.21% | Add +67.0% | 100,207 | $2.6M |
| Colorado Capital Management, Inc. | 1.16% | Add +45.4% | 94,043 | $2.4M |
| Cypress Point Wealth Management, LLC | 0.75% | Add +57.7% | 93,838 | $2.4M |
| Sterling Wealth Management, Inc. | 0.88% | Add +3.0% | 93,732 | $2.4M |
| Essential Planning, LLC. | 0.02% | New | 85,080 | $2.3M |
| Balanced Rock Investment Advisors LLC | 1.80% | New | 88,836 | $2.3M |
| Henrickson Nauta Wealth Advisors, Inc. | 0.91% | Add +13.4% | 87,531 | $2.2M |
| Krilogy Financial LLC | 0.15% | Add +7.1% | 87,333 | $2.2M |
| Betterment LLC | 0.01% | Add +17.1% | 82,071 | $2.1M |
| Longview Financial Advisors LLC | 1.39% | — | 80,980 | $2.1M |
| Osaic Holdings, Inc. | 0.00% | Add +9.0% | 79,628 | $2.0M |
"% 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.