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

0100200300400 Q1 2024: 161Q1 2024Q2 2024: 181Q2 2024Q3 2024: 194Q3 2024Q4 2024: 243Q4 2024Q1 2025: 250Q1 2025Q2 2025: 263Q2 2025Q3 2025: 279Q3 2025Q4 2025: 314Q4 2025Q1 2026: 317Q1 2026Q2 2026: 341Q2 2026

Total Exit/New Position Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions31$33.6M
Exits8$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
Porter White Investment Advisors, Inc. 1.02% Add +4.1% 79,110 $2.0M
Northwest Wealth Management, LLC 0.40% Add +25.8% 73,998 $1.9M
Old Mission Capital LLC 0.04% New 73,821 $1.9M
Sage Rhino Capital LLC 0.40% Add +30.3% 72,353 $1.8M
D.A. Davidson & Co. 0.01% Reduce -0.8% 69,712 $1.8M
Meritas Wealth Management, LLC 1.02% Add +2.6% 66,382 $1.7M
Avant Financial Advisors LLC 1.56% — 66,363 $1.7M
MML Investors Services, LLC 0.01% Add +9.8% 63,429 $1.6M
Retirement Guys Formula LLC 0.81% Reduce -14.1% 62,700 $1.6M
Silvia McColl Wealth Management, LLC 1.19% Add +2.7% 62,420 $1.6M
Timonier Family Office, LTD. 0.81% — 61,625 $1.6M
Rockwood Wealth Management, LLC 0.17% New 60,540 $1.5M
Aegis Wealth Management LLC 1.04% — 59,996 $1.5M
Hill Investment Group Partners, LLC 0.20% Reduce -0.4% 59,750 $1.5M
EverSource Wealth Advisors, LLC 0.08% Add +198.3% 57,981 $1.5M
Poinciana Advisors Group, LLC 1.31% — 50,477 $1.3M
Market Street Wealth Management Advisors LLC 0.21% Add +1.5% 49,600 $1.3M
SC&H Financial Advisors, Inc. 0.26% Add +14.2% 49,460 $1.3M
Creative Planning 0.00% Add +4.3% 48,977 $1.3M
Morris Financial Concepts, Inc. 0.53% Add +16.3% 48,094 $1.2M
Trust Co of the South 0.25% Add +32.5% 48,090 $1.2M
KM Capital Management Ltd. 0.62% Add +0.3% 46,981 $1.2M
KFG Wealth Management, LLC 0.22% Add +41.2% 45,225 $1.2M
Farther Finance Advisors, LLC 0.04% Add +42.9% 45,222 $1.2M
W.H. Cornerstone Investments Inc. 0.76% Add +0.4% 44,727 $1.1M
Vestia Personal Wealth Advisors 0.94% Add +23.9% 44,617 $1.1M
Foundation Wealth Management, LLC\PA 0.53% — 42,981 $1.1M
Claris Advisors, LLC / Mo / 0.41% Add +37.1% 42,874 $1.1M
McNamara Financial Services, Inc. 0.26% Reduce -10.7% 42,773 $1.1M
Ridgeline Wealth, LLC 0.88% — 42,369 $1.1M
Abel Hall, LLC 0.68% Add +16.5% 41,708 $1.1M
Client 1ST Advisory Group, LLC 0.41% Reduce -22.5% 41,317 $1.1M
Geneos Wealth Management Inc. 0.04% New 40,796 $1.0M
SageOak Financial, LLC 0.93% — 39,958 $1.0M
Stifel Financial Corp. 0.00% Reduce -3.0% 38,396 $981K
Abacus Wealth Partners, LLC 0.14% Add +8.7% 36,472 $931K
Modera Wealth Management, LLC 0.01% Add +40.7% 36,401 $930K
Mattern Wealth Management LLC 0.20% Add +0.9% 35,908 $917K
Visionary Horizons, LLC 0.60% Add +14.1% 35,845 $915K
True North Advisors, LLC 0.21% New 35,696 $912K
Quarry Hill Advisors, LLC 0.60% Add +1.5% 34,859 $890K
Townsquare Capital LLC 0.01% New 33,671 $860K
Vantage Point Financial LLC 0.46% — 33,254 $849K
Blue Trust, Inc. 0.01% Add +88.4% 32,629 $833K
BWM Planning, LLC 0.36% Reduce -34.1% 32,268 $824K
Heritage Investment Group, Inc. 0.15% New 31,718 $810K
Integrated Wealth Concepts LLC 0.01% Add +46.7% 30,328 $775K
Greenspring Advisors, LLC 0.17% Add +1.9% 29,911 $764K
SOL Capital Management CO 0.08% Reduce -7.5% 29,710 $759K
McGrath & Associates, Inc. 1.51% — 29,277 $748K
Keb Asset Management, LLC 0.21% New 29,091 $743K
Kestra Advisory Services, LLC 0.00% Add +47.5% 28,626 $731K
Parkworth Wealth Management, Inc. 0.60% — 28,110 $718K
GTS Securities LLC 0.03% New 27,282 $697K
Equita Financial Network, Inc. 0.25% Add +1.3% 26,712 $682K
Hutchens & Kramer Investment Management Group, LLC 0.37% Add +6.5% 26,603 $679K
LJI Wealth Management, LLC 0.13% Add +1.9% 26,541 $678K
Bay Harbor Wealth Management, LLC 0.21% Add +16.3% 24,926 $637K
Physician Wealth Solutions Inc. 0.31% Add +62.0% 23,995 $613K
Seaside Wealth Management, Inc. 0.22% Add +11.3% 23,178 $592K
Sutton Place Investors LLC 0.34% Add +134.5% 23,024 $588K
Truist Financial Corp. 0.00% Reduce -9.5% 22,255 $568K
Tru Independence Asset Management 2, LLC 0.47% New 22,065 $564K
IFG Advisory, LLC 0.03% New 21,856 $558K
Signal Advisors Wealth, LLC 0.06% Reduce -0.8% 21,621 $552K
WorthPointe, LLC 0.23% Add +1.3% 21,230 $542K
Mission Wealth Management, LP 0.01% New 21,181 $541K
Firethorn Wealth Partners, LLC 0.26% Add +5.5% 20,529 $524K
AQR Capital Management 0.00% New 20,343 $520K
Orion Porfolio Solutions, LLC 0.01% Add +8.9% 20,117 $514K
Orion Portfolio Solutions, LLC 0.01% Add +8.9% 20,117 $514K
Wealthstream Advisors, Inc. 0.09% Reduce -3.9% 19,948 $509K
Jackson Thornton Wealth Management, LLC 0.06% Add +5.9% 18,742 $479K
Allworth Financial LP 0.00% Add +28.3% 18,478 $474K
Collective Family Office LLC 0.13% Add +5.5% 18,228 $466K
Aerodigm Wealth, LLC 0.27% Add +27.8% 17,902 $457K
Wealthcare Advisory Partners LLC 0.01% Add +31.8% 16,658 $425K
Hemington Wealth Management 0.10% Add +47.0% 16,310 $416K
Assetmark, Inc. 0.00% Reduce -16.8% 15,792 $403K
Wealth Advisors Northwest LLC 0.27% — 15,595 $398K
Morgan Stanley 0.00% Add +13.7% 15,195 $388K
Cyndeo Wealth Partners, LLC 0.03% Add +4.1% 15,153 $387K
Hutchinson Capital Management 0.07% New 15,026 $384K
Investmark Advisory Group LLC 0.18% Add +5.9% 14,573 $372K
Kraft Asset Management, LLC 0.29% New 14,635 $370K
Granite Harbor Advisors, Inc. 0.20% Reduce -5.0% 14,388 $367K
Smartleaf Asset Management LLC 0.04% Add +4.0% 14,375 $365K
Shearwater Capital LLC 0.24% Add +11.2% 13,966 $357K
Core Wealth Management, Inc. 0.14% Add +2.1% 13,891 $355K
Leading Edge Financial Planning LLC 0.12% Reduce -3.0% 13,807 $353K
D. E. Shaw & Co. 0.00% Add +71.1% 12,204 $312K
Daner Wealth Management, LLC 0.21% — 11,044 $287K
Grunden Financial Advisory, Inc. 0.14% Add +58.6% 11,133 $284K
Principal Securities, Inc. 0.01% Reduce -1.1% 10,831 $277K
Earned Wealth Advisors, LLC 0.09% Add +2.7% 10,660 $272K
Five Oceans Advisors 0.12% Add +0.5% 10,400 $266K
Equitable Holdings, Inc. 0.00% Add +14.5% 10,230 $261K
Two West Capital Advisors LLC 0.22% Add +20.3% 10,193 $260K
Rehmann Capital Advisory Group 0.02% Add +12.8% 10,176 $260K
U.S. Capital Wealth Advisors, LLC 0.01% Add +2.0% 9,884 $252K
Park Avenue Securities LLC 0.00% New 9,769 $250K
Copperleaf Capital, LLC 0.16% Add +12.1% 9,640 $246K
Acorn Wealth Advisors, LLC 0.10% New 9,600 $245K
Nwam LLC 0.02% Add +2.2% 9,593 $245K
Vested Financial Planning, LLC 0.22% — 8,943 $228K
Capstone Wealth Management, LLC 0.22% — 8,827 $225K
Millstone Evans Group, LLC 0.15% — 8,727 $223K
Abacus Planning Group, Inc. 0.04% New 8,691 $222K
Glass Jacobson Investment Advisors llc 0.07% Add +4.3% 8,286 $212K
First Pacific Financial 0.05% Reduce -2.6% 7,825 $200K
Cwm, LLC 0.00% Reduce -30.6% 6,800 $174K
Citigroup Inc. 0.00% Add +130.3% 5,319 $136K
MAI Capital Management 0.00% New 5,237 $134K
Wells Fargo & Company 0.00% Add +774.3% 5,237 $134K
Redwood Park Advisors LLC 0.11% — 4,883 $125K
IFP Advisors, Inc 0.00% Add +10.3% 3,483 $89K
Red Lighthouse Investment Management, LLC 0.03% Add +28.5% 3,114 $80K
Steward Partners Investment Advisory, LLC 0.00% Add +60.4% 2,125 $54K
Private Trust Co. NA 0.01% New 2,000 $51K
FMR LLC 0.00% Add +123.6% 1,782 $46K
Larson Financial Group LLC 0.00% Reduce -12.8% 1,571 $40K
CIBC Private Wealth Group LLC 0.00% New 1,426 $36K
Colonial Trust Co / SC 0.00% No change 1,114 $28K
Moisand Fitzgerald Tamayo, LLC 0.00% Add +5.8% 981 $25K
US Bancorp \de 0.00% No change 893 $23K
Royal Bank of Canada 0.00% Add +7.1% 758 $19K
PNC Financial Services Group, Inc. 0.00% New 715 $18K
Promus Capital, LLC 0.01% — 633 $16K
Concord Wealth Partners 0.00% Add +2.0% 565 $14K
UBS Group AG 0.00% Reduce -72.9% 438 $11K
National Bank of Canada 0.00% New 437 $11K
Vermillion & White Wealth Management Group, LLC 0.00% Add +0.5% 223 $6K
Franklin Resources Inc. 0.00% No change 208 $5K
Elevation Wealth Partners, LLC 0.00% Add +2.0% 201 $5K
Hantz Financial Services, Inc. 0.00% Add +422.2% 188 $5K
TD Waterhouse Canada Inc. 0.00% New 193 $5K
Cassady Schiller Wealth Management, LLC 0.00% New 177 $5K
Strategic Investment Solutions, Inc. 0.00% Add +15.2% 174 $4K
O'shaughnessy Asset Management, LLC 0.00% No change 139 $4K
Comerica Bank 0.00% Add +11.2% 129 $3K
Aptus Capital Advisors, LLC 0.00% Reduce -84.4% 96 $2K
AE Wealth Management LLC 0.00% New 55 $1K
BlackRock, Inc. 0.00% New 43 $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.