Dim Global Real Estate ETFDFGRETF
13F holders, Q1 2025 (March 31)250holders +7
21new positions
14sold out
2famous investors
$26.25avg. 13F price*
At the end of Q1 2025, 250 institutions reported holding Dim Global Real Estate ETF (DFGR) in their 13F filings, up 7 from Q4 2024. 21 opened new positions and 14 sold out. The largest holders were Forum Financial Management, LP ($373.7M), Savant Capital, LLC ($142.5M) and JMG Financial Group, Ltd. ($126.0M). 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 (Q1 2025)
- CUSIP
- 25434V658
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 21 | $64.6M |
| Exits | 14 | $19.4M |
All 13F filers, Q4 2024 → Q1 2025: 7,669,775 shares bought and 2,713,612 shares sold, net +4,956,163 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 250 holders
| Forum Financial Management, LP | 6.18% | Add +1.6% | 14,229,110 | $373.7M |
| Savant Capital, LLC | 1.21% | Add +19.1% | 5,427,948 | $142.5M |
| JMG Financial Group, Ltd. | 4.25% | Add +20.1% | 4,796,352 | $126.0M |
| Focus Partners Wealth | 0.21% | Add +5.5% | 3,234,387 | $84.9M |
| Wealthspire Advisors, LLC | 0.38% | Add +1.8% | 2,447,374 | $64.3M |
| Brighton Jones LLC | 1.78% | Add +5.6% | 2,109,526 | $55.4M |
| LifeGuide Financial Advisors, LLC | 22.45% | New | 2,094,830 | $55.0M |
| DiNuzzo Private Wealth, Inc. | 5.35% | Add +0.7% | 1,619,729 | $42.5M |
| TCI Wealth Advisors, Inc. | 3.41% | Add +21.0% | 1,619,556 | $42.5M |
| Corient Private Wealth LP | 0.06% | Reduce -27.8% | 1,290,238 | $33.9M |
| Focus Partners Advisor Solutions, LLC | 0.47% | Add +9.8% | 1,169,039 | $30.7M |
| Wescott Financial Advisory Group, LLC | 2.63% | Reduce -0.4% | 966,696 | $25.4M |
| LPL Financial LLC | 0.01% | Add +23.1% | 943,130 | $24.8M |
| Summit Financial Strategies, Inc. | 2.14% | Add +9.0% | 807,988 | $21.2M |
| Verisail Partners, LLC | 9.33% | Reduce -3.6% | 770,943 | $20.2M |
| WPWealth LLP | 3.94% | Add +7.5% | 759,901 | $20.0M |
| Quantum Financial Advisors, LLC | 2.90% | Reduce -11.0% | 739,953 | $19.4M |
| OneDigital Investment Advisors LLC | 0.23% | Add +2.7% | 734,389 | $19.3M |
| Index Fund Advisors, Inc. | 1.16% | Reduce -0.6% | 714,640 | $18.8M |
| RS Crum Inc. | 4.82% | Reduce -15.9% | 681,762 | $17.9M |
| Rather & Kittrell, Inc. | 3.81% | Add +21.7% | 668,850 | $17.6M |
| Great Waters Wealth Management | 2.39% | Reduce -4.1% | 656,782 | $17.2M |
| Creative Capital Management Investments LLC | 6.58% | Add +9.2% | 648,894 | $17.0M |
| Arax Advisory Partners | 1.09% | Add +7.3% | 646,383 | $17.0M |
| Total Wealth Planning, LLC | 2.16% | Add +11.0% | 536,792 | $14.1M |
| Integris Wealth Management, LLC | 3.99% | Add +2.7% | 532,222 | $14.0M |
| Planning Center, Inc. | 1.58% | Add +3.2% | 509,346 | $13.4M |
| Willow Creek Wealth Management Inc. | 1.28% | Add +32.6% | 500,801 | $13.2M |
| Private Wealth Management Group, LLC | 4.82% | Add +7.3% | 497,680 | $13.1M |
| Syverson Strege & Co | 4.17% | Add +3.2% | 494,739 | $13.0M |
| Jane Street Group, LLC | 0.02% | Reduce -56.8% | 479,008 | $12.6M |
| Jentner Corp | 3.62% | Add +7.3% | 460,762 | $12.1M |
| Aspen Capital Management, LLC | 3.73% | — | 443,822 | $11.7M |
| Level Financial Advisors | 3.67% | Add +9.9% | 411,628 | $10.8M |
| Wealth Management Nebraska | 1.56% | Add +8.5% | 390,449 | $10.3M |
| Bridge Generations Wealth Management LLC | 6.33% | Reduce -2.1% | 383,891 | $10.1M |
| Commonwealth Equity Services, LLC | 0.01% | Add +5.3% | 355,211 | $9.3M |
| Geometric Wealth Advisors | 1.55% | Add +5.0% | 345,081 | $9.1M |
| Corrigan Financial, Inc. | 1.84% | Add +24.6% | 340,682 | $8.9M |
| Sprinkle Financial Consultants LLC | 5.61% | Reduce -0.0% | 336,901 | $8.8M |
| Evanson Asset Management, LLC | 0.62% | Add +9.9% | 333,335 | $8.8M |
| Financial Engines Advisors L.L.C. | 0.02% | Add +0.9% | 319,867 | $8.4M |
| RFG Advisory, LLC | 0.20% | Add +61.3% | 283,938 | $7.5M |
| Peirce Capital Management, LLC | 3.46% | Reduce -3.1% | 266,159 | $7.0M |
| Master's Wealth Management Inc. | 3.55% | Add +4.0% | 257,401 | $6.8M |
| American Investment Services, Inc. | 1.13% | Add +3.2% | 244,960 | $6.4M |
| North Ridge Wealth Advisors, Inc. | 4.26% | Add +9.4% | 242,994 | $6.4M |
| Apella Capital, LLC | 0.21% | Reduce -15.2% | 244,636 | $6.1M |
| Parkshore Wealth Management, Inc. | 3.49% | Add +15.9% | 228,545 | $6.0M |
| REAP Financial Group, LLC | 1.47% | Add +10.4% | 226,336 | $5.9M |
| Mercer Global Advisors Inc. | 0.01% | Add +91.2% | 222,912 | $5.9M |
| Vestmark Advisory Solutions, Inc. | 0.15% | Add +8.6% | 221,538 | $5.8M |
| Rappaport Reiches Capital Management, LLC | 1.45% | Add +7.5% | 220,810 | $5.8M |
| Envestnet Asset Management Inc. | 0.00% | Add +8.8% | 212,611 | $5.6M |
| GeoWealth Management, LLC | 0.22% | Add +2.3% | 211,592 | $5.6M |
| Tilson Financial Group, Inc. | 2.18% | Add +4.9% | 209,829 | $5.5M |
| New Capital Management LP | 1.57% | Reduce -32.0% | 208,690 | $5.5M |
| Bison Wealth, LLC | 0.50% | Add +9.9% | 203,704 | $5.3M |
| Wealth Architects, LLC | 0.58% | Add +6.7% | 201,915 | $5.3M |
| SJS Investment Consulting Inc. | 0.90% | Add +4.5% | 201,070 | $5.3M |
| Pathstone Holdings, LLC | 0.02% | Reduce -9.6% | 200,623 | $5.3M |
| XY Planning Network, Inc. | 3.49% | Add +2.9% | 199,194 | $5.2M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Reduce -1.4% | 198,707 | $5.2M |
| EverSource Wealth Advisors, LLC | 0.28% | Add +238.4% | 196,234 | $5.2M |
| Sterling Financial Planning, Inc. | 1.78% | Add +7.9% | 187,091 | $4.9M |
| Rockwood Wealth Management, LLC | 0.50% | Add +206.3% | 185,419 | $4.9M |
| AdvisorNet Financial, Inc | 0.36% | Add +5.7% | 184,559 | $4.8M |
| Lam Group, Inc. | 3.49% | Reduce -17.0% | 180,775 | $4.7M |
| McMill Wealth Management | 1.61% | Add +20.8% | 169,694 | $4.5M |
| New Dimensions Wealth Management, LLC | 4.42% | — | 168,404 | $4.4M |
| Vawter Financial, Ltd. | 2.43% | Add +10.7% | 165,459 | $4.3M |
| Burk Holdings LLC | 3.22% | Add +4.0% | 162,387 | $4.3M |
| Shotwell Rutter Baer Inc | 3.65% | Add +1.5% | 167,755 | $4.1M |
| HFM Investment Advisors, LLC | 1.95% | — | 152,966 | $4.0M |
| Hemington Wealth Management | 0.62% | Add +832.6% | 152,116 | $4.0M |
| Mosaic Family Wealth Partners, LLC | 0.57% | Reduce -9.8% | 151,773 | $4.0M |
| LRI Investments, LLC | 0.37% | Reduce -7.7% | 147,143 | $3.9M |
| Forum Private Client Group LLC | 1.63% | Add +27.9% | 143,275 | $3.8M |
| von Borstel & Associates, Inc. | 1.11% | Add +33.3% | 141,660 | $3.7M |
| JDH Wealth Management, LLC | 3.12% | Add +12.3% | 138,336 | $3.6M |
| Clarity Wealth Development LLC | 4.01% | Add +4.3% | 136,719 | $3.6M |
| Waypoint Wealth Partners Inc. | 0.99% | Add +2.8% | 136,064 | $3.6M |
| JPMorgan Chase & Co. | 0.00% | Reduce -0.7% | 135,692 | $3.6M |
| Awm Capital, LLC | 0.41% | Add +7.7% | 132,222 | $3.5M |
| Colorado Capital Management, Inc. | 1.58% | Add +37.3% | 129,150 | $3.4M |
| Spire Wealth Management | 0.11% | Add +14.9% | 128,662 | $3.4M |
| Cherry Tree Wealth Management, LLC | 0.81% | Add +1.9% | 127,206 | $3.3M |
| Ruedi Wealth Management, Inc. | 1.04% | Reduce -1.1% | 126,152 | $3.3M |
| Cooper/Haims Advisors, LLC | 1.76% | Add +7.3% | 123,512 | $3.2M |
| Integrity Alliance, Llc. | 0.12% | New | 118,432 | $3.1M |
| NewEdge Advisors, LLC | 0.02% | Reduce -25.9% | 114,851 | $3.0M |
| Cypress Point Wealth Management, LLC | 0.94% | Add +20.0% | 112,586 | $3.0M |
| Burton Enright Welch | 0.60% | Add +3.2% | 112,266 | $2.9M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.23% | Add +10.2% | 110,406 | $2.9M |
| Chicago Partners Investment Group LLC | 0.09% | Reduce -2.1% | 102,150 | $2.7M |
| Yardley Wealth Management LLC | 1.50% | Reduce -12.5% | 96,949 | $2.5M |
| Farther Finance Advisors, LLC | 0.06% | Add +112.6% | 96,152 | $2.5M |
| Henrickson Nauta Wealth Advisors, Inc. | 1.02% | Add +16.6% | 102,062 | $2.5M |
| Osaic Holdings, Inc. | 0.01% | Add +18.1% | 94,038 | $2.5M |
| Balanced Rock Investment Advisors LLC | 1.96% | Add +5.2% | 93,451 | $2.5M |
"% 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.