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 |
| Betterment LLC | 0.01% | Add +11.7% | 91,693 | $2.4M |
| Krilogy Financial LLC | 0.15% | Add +4.1% | 90,916 | $2.4M |
| Longview Financial Advisors LLC | 1.53% | Add +8.8% | 88,136 | $2.3M |
| Porter White Investment Advisors, Inc. | 1.12% | Add +9.0% | 86,209 | $2.3M |
| Northwest Wealth Management, LLC | 0.43% | Add +10.1% | 81,462 | $2.1M |
| Captrust Financial Advisors | 0.01% | Reduce -23.5% | 79,145 | $2.1M |
| Aegis Wealth Management LLC | 1.21% | Add +30.3% | 78,142 | $2.1M |
| Trust Co of the South | 0.41% | Add +56.3% | 75,176 | $2.0M |
| Sage Rhino Capital LLC | 0.45% | Add +1.4% | 73,337 | $1.9M |
| Avant Financial Advisors LLC | 1.71% | Add +8.4% | 71,956 | $1.9M |
| D.A. Davidson & Co. | 0.02% | Add +3.0% | 71,782 | $1.9M |
| MML Investors Services, LLC | 0.01% | Add +8.7% | 68,944 | $1.8M |
| Wealthcare Advisory Partners LLC | 0.05% | Add +303.1% | 67,145 | $1.8M |
| Claris Advisors, LLC / Mo / | 0.63% | Add +49.8% | 64,218 | $1.7M |
| Old Mission Capital LLC | 0.03% | Reduce -13.0% | 64,204 | $1.7M |
| Silvia McColl Wealth Management, LLC | 1.26% | Add +1.2% | 63,154 | $1.7M |
| Meritas Wealth Management, LLC | 0.94% | Reduce -8.5% | 60,737 | $1.6M |
| Hill Investment Group Partners, LLC | 0.22% | No change | 59,750 | $1.6M |
| Timonier Family Office, LTD. | 0.68% | Reduce -5.4% | 58,320 | $1.5M |
| Beacon Pointe Advisors, LLC | 0.02% | Reduce -68.1% | 56,588 | $1.5M |
| Poinciana Advisors Group, LLC | 1.50% | Add +8.9% | 54,979 | $1.4M |
| SageOak Financial, LLC | 1.26% | Add +35.3% | 54,067 | $1.4M |
| SC&H Financial Advisors, Inc. | 0.28% | Add +8.2% | 53,523 | $1.4M |
| Vestia Personal Wealth Advisors | 1.09% | Add +18.0% | 52,657 | $1.4M |
| Creative Planning | 0.00% | Add +5.9% | 51,862 | $1.4M |
| McNamara Financial Services, Inc. | 0.29% | Add +19.6% | 51,161 | $1.3M |
| Market Street Wealth Management Advisors LLC | 0.22% | Add +1.6% | 50,393 | $1.3M |
| Morris Financial Concepts, Inc. | 0.55% | Add +3.7% | 49,863 | $1.3M |
| Wealth Advisors Northwest LLC | 0.81% | Add +213.9% | 48,946 | $1.3M |
| KFG Wealth Management, LLC | 0.23% | Add +4.4% | 47,234 | $1.2M |
| Physician Wealth Solutions Inc. | 0.62% | Add +95.5% | 46,911 | $1.2M |
| W.H. Cornerstone Investments Inc. | 0.84% | Add +3.5% | 46,293 | $1.2M |
| Abel Hall, LLC | 0.73% | Add +10.9% | 46,254 | $1.2M |
| Ridgeline Wealth, LLC | 1.01% | Add +7.0% | 45,358 | $1.2M |
| Keb Asset Management, LLC | 0.34% | Add +55.8% | 45,311 | $1.2M |
| Geneos Wealth Management Inc. | 0.04% | Add +4.6% | 42,684 | $1.1M |
| Mattern Wealth Management LLC | 0.24% | Add +15.2% | 41,364 | $1.1M |
| Stifel Financial Corp. | 0.00% | Add +4.7% | 40,201 | $1.1M |
| Vantage Point Financial LLC | 0.49% | Add +12.4% | 37,366 | $981K |
| Raymond James Financial Inc. | 0.00% | New | 36,943 | $970K |
| Modera Wealth Management, LLC | 0.01% | Add +1.3% | 36,855 | $968K |
| Visionary Horizons, LLC | 0.68% | Add +2.8% | 36,845 | $968K |
| Foundation Wealth Management, LLC\PA | 0.46% | Reduce -14.3% | 36,822 | $967K |
| Blue Trust, Inc. | 0.01% | Add +7.8% | 35,184 | $924K |
| Keyvantage Wealth, LLC | 0.44% | New | 34,671 | $910K |
| Quarry Hill Advisors, LLC | 0.59% | Reduce -0.9% | 34,553 | $907K |
| Townsquare Capital LLC | 0.01% | Reduce -0.8% | 33,384 | $877K |
| Client 1ST Advisory Group, LLC | 0.34% | Reduce -19.8% | 33,131 | $870K |
| Integrated Wealth Concepts LLC | 0.01% | Add +7.5% | 32,601 | $856K |
| Heritage Investment Group, Inc. | 0.16% | Add +0.5% | 31,876 | $837K |
| Orion Porfolio Solutions, LLC | 0.01% | Add +53.2% | 30,820 | $809K |
| Orion Portfolio Solutions, LLC | 0.01% | Add +53.2% | 30,820 | $809K |
| Kestra Advisory Services, LLC | 0.00% | Add +5.5% | 30,188 | $793K |
| Greenspring Advisors, LLC | 0.19% | No change | 29,911 | $785K |
| Abacus Wealth Partners, LLC | 0.12% | Reduce -18.1% | 29,855 | $784K |
| KM Capital Management Ltd. | 0.42% | Reduce -36.7% | 29,722 | $781K |
| SOL Capital Management CO | 0.09% | Reduce -0.2% | 29,660 | $779K |
| Parkworth Wealth Management, Inc. | 0.60% | Add +2.3% | 28,753 | $755K |
| McGrath & Associates, Inc. | 1.35% | Reduce -3.6% | 28,207 | $741K |
| Mariner, LLC | 0.00% | New | 28,090 | $738K |
| BWM Planning, LLC | 0.30% | Reduce -16.1% | 27,087 | $711K |
| Bay Harbor Wealth Management, LLC | 0.22% | Add +7.9% | 26,885 | $706K |
| Seaside Wealth Management, Inc. | 0.25% | Add +15.3% | 26,717 | $702K |
| Simplicity Wealth,LLC | 0.05% | New | 26,623 | $699K |
| Tru Independence Asset Management 2, LLC | 0.52% | Add +20.4% | 26,564 | $698K |
| Hutchens & Kramer Investment Management Group, LLC | 0.38% | Reduce -0.7% | 26,406 | $693K |
| Equita Financial Network, Inc. | 0.24% | Reduce -1.3% | 26,373 | $693K |
| LJI Wealth Management, LLC | 0.14% | Reduce -2.7% | 25,826 | $678K |
| Flow Traders U.S. LLC | 0.03% | New | 24,579 | $645K |
| Firethorn Wealth Partners, LLC | 0.30% | Add +15.7% | 23,752 | $624K |
| Signal Advisors Wealth, LLC | 0.06% | Add +8.0% | 23,343 | $613K |
| Wealthstream Advisors, Inc. | 0.11% | Add +16.1% | 23,161 | $608K |
| Sutton Place Investors LLC | 0.41% | Add +0.4% | 23,108 | $607K |
| Truist Financial Corp. | 0.00% | Add +2.4% | 22,778 | $598K |
| AQR Capital Management | 0.00% | Add +9.8% | 22,327 | $586K |
| IFG Advisory, LLC | 0.03% | Add +1.6% | 22,195 | $583K |
| Kraft Asset Management, LLC | 0.53% | Add +50.1% | 21,973 | $577K |
| WorthPointe, LLC | 0.26% | Add +0.7% | 21,375 | $561K |
| Core Wealth Management, Inc. | 0.20% | Add +43.9% | 19,994 | $525K |
| Mission Wealth Management, LP | 0.01% | Reduce -7.9% | 19,514 | $512K |
| Aerodigm Wealth, LLC | 0.28% | Add +7.0% | 19,155 | $503K |
| Jackson Thornton Wealth Management, LLC | 0.06% | Reduce -0.1% | 18,717 | $483K |
| Collective Family Office LLC | 0.13% | Reduce -0.3% | 18,182 | $477K |
| First Pacific Financial | 0.10% | Add +132.1% | 18,162 | $477K |
| Cyndeo Wealth Partners, LLC | 0.03% | Add +18.5% | 17,954 | $471K |
| Allworth Financial LP | 0.00% | Reduce -13.8% | 15,933 | $412K |
| Assetmark, Inc. | 0.00% | Reduce -1.6% | 15,537 | $408K |
| Hutchinson Capital Management | 0.08% | Add +1.6% | 15,263 | $401K |
| D. E. Shaw & Co. | 0.00% | Add +23.4% | 15,059 | $395K |
| Shearwater Capital LLC | 0.27% | Add +3.8% | 14,495 | $381K |
| Granite Harbor Advisors, Inc. | 0.20% | No change | 14,388 | $378K |
| Smartleaf Asset Management LLC | 0.04% | Add +0.7% | 14,479 | $378K |
| Leading Edge Financial Planning LLC | 0.12% | Add +2.3% | 14,129 | $371K |
| Investmark Advisory Group LLC | 0.18% | Reduce -7.0% | 13,553 | $356K |
| Savvy Advisors, Inc. | 0.04% | New | 13,506 | $355K |
| Austin Private Wealth, LLC | 0.03% | New | 12,157 | $319K |
| Equitable Holdings, Inc. | 0.00% | Add +16.5% | 11,917 | $313K |
| Two West Capital Advisors LLC | 0.26% | Add +21.5% | 12,380 | $306K |
| Abacus Planning Group, Inc. | 0.05% | Add +23.4% | 10,723 | $282K |
| Earned Wealth Advisors, LLC | 0.06% | No change | 10,660 | $280K |
| Squire Investment Management Company, LLC | 0.12% | New | 10,628 | $279K |
| Diversify Wealth Management, LLC | 0.02% | New | 10,645 | $278K |
| Rehmann Capital Advisory Group | 0.02% | Add +4.0% | 10,583 | $278K |
| Principal Securities, Inc. | 0.01% | No change | 10,831 | $277K |
| Brown Advisory Inc. | 0.00% | New | 10,439 | $274K |
| Five Oceans Advisors | 0.13% | Add +0.0% | 10,401 | $273K |
| Acorn Wealth Advisors, LLC | 0.11% | Add +6.4% | 10,216 | $268K |
| Capstone Wealth Management, LLC | 0.27% | Add +15.0% | 10,154 | $267K |
| Susquehanna International Group, LLP | 0.00% | New | 9,908 | $260K |
| U.S. Capital Wealth Advisors, LLC | 0.01% | No change | 9,884 | $260K |
| Copperleaf Capital, LLC | 0.15% | Add +1.3% | 9,763 | $256K |
| VanderPol Investments L.L.C. | 0.52% | New | 9,428 | $248K |
| Grunden Financial Advisory, Inc. | 0.12% | Reduce -15.5% | 9,412 | $247K |
| Millstone Evans Group, LLC | 0.16% | Add +1.2% | 8,828 | $232K |
| Nwam LLC | 0.02% | Reduce -10.4% | 8,592 | $226K |
| Vested Financial Planning, LLC | 0.22% | Reduce -5.1% | 8,484 | $223K |
| Security Financial Services, INC. | 0.04% | New | 8,344 | $219K |
| Glass Jacobson Investment Advisors llc | 0.07% | No change | 8,286 | $212K |
| IFG Advisors, LLC | 0.04% | New | 8,002 | $210K |
| Morgan Stanley | 0.00% | Reduce -55.9% | 6,695 | $176K |
| Citigroup Inc. | 0.00% | Add +25.3% | 6,664 | $175K |
| IFP Advisors, Inc | 0.00% | Add +50.7% | 5,250 | $138K |
| MAI Capital Management | 0.00% | No change | 5,237 | $138K |
| Cwm, LLC | 0.00% | Reduce -25.7% | 5,052 | $133K |
| FMR LLC | 0.00% | Add +32.0% | 2,352 | $62K |
| Red Lighthouse Investment Management, LLC | 0.02% | Reduce -23.8% | 2,373 | $61K |
| Private Trust Co. NA | 0.01% | No change | 2,000 | $53K |
| Wells Fargo & Company | 0.00% | Reduce -75.9% | 1,264 | $33K |
| Colonial Trust Co / SC | 0.00% | Add +3.4% | 1,152 | $30K |
| Larson Financial Group LLC | 0.00% | Reduce -29.5% | 1,108 | $29K |
| Blume Capital Management, Inc. | 0.01% | New | 905 | $24K |
| US Bancorp \de | 0.00% | No change | 893 | $23K |
| Moisand Fitzgerald Tamayo, LLC | 0.00% | Reduce -15.0% | 834 | $22K |
| Parkside Financial Bank & Trust | 0.00% | New | 779 | $20K |
| National Bank of Canada | 0.00% | Add +69.8% | 742 | $19K |
| Bank of Montreal | 0.00% | New | 582 | $15K |
| Concord Wealth Partners | 0.00% | Add +0.2% | 566 | $15K |
| Northwestern Mutual Wealth Management Co. | 0.00% | New | 503 | $13K |
| Royal Bank of Canada | 0.00% | Reduce -40.8% | 449 | $12K |
| Redwood Park Advisors LLC | 0.01% | Reduce -90.9% | 444 | $12K |
| UBS Group AG | 0.00% | No change | 438 | $12K |
| Elevation Wealth Partners, LLC | 0.00% | Add +0.5% | 202 | $5K |
| Strategic Investment Solutions, Inc. | 0.00% | Reduce -11.5% | 154 | $4K |
| O'shaughnessy Asset Management, LLC | 0.00% | No change | 139 | $4K |
| Redmont Wealth Advisors LLC | 0.01% | New | 128 | $3K |
| Comerica Bank | 0.00% | Reduce -4.7% | 123 | $3K |
| Aptus Capital Advisors, LLC | 0.00% | No change | 96 | $3K |
| AE Wealth Management LLC | 0.00% | No change | 55 | $1K |
| BlackRock, Inc. | 0.00% | No change | 43 | $1K |
| Vermillion & White Wealth Management Group, LLC | 0.00% | Reduce -89.7% | 23 | $604 |
"% 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.