Dim Global Real Estate ETFDFGRETF
13F holders, Q2 2025 (June 30)263holders +13
20new positions
6sold out
3famous investors
$26.83avg. 13F price*
At the end of Q2 2025, 263 institutions reported holding Dim Global Real Estate ETF (DFGR) in their 13F filings, up 13 from Q1 2025. 20 opened new positions and 6 sold out. The largest holders were Forum Financial Management, LP ($389.5M), Savant Capital, LLC ($178.6M) and JMG Financial Group, Ltd. ($134.1M). 3 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio), 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 (Q2 2025)
- CUSIP
- 25434V658
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 20 | $17.7M |
| Exits | 6 | $2.4M |
All 13F filers, Q1 2025 → Q2 2025: 5,304,547 shares bought and 1,326,077 shares sold, net +3,978,470 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 263 holders
| Forum Financial Management, LP | 5.93% | Add +2.0% | 14,517,559 | $389.5M |
| Savant Capital, LLC | 1.28% | Add +22.6% | 6,656,841 | $178.6M |
| JMG Financial Group, Ltd. | 4.06% | Add +4.2% | 4,996,700 | $134.1M |
| Focus Partners Wealth | 0.19% | Reduce -0.7% | 3,210,357 | $86.1M |
| Wealthspire Advisors, LLC | 0.37% | Add +0.7% | 2,463,983 | $66.1M |
| Brighton Jones LLC | 1.61% | Add +5.2% | 2,219,008 | $59.5M |
| LifeGuide Financial Advisors, LLC | 21.63% | Add +4.3% | 2,184,381 | $58.6M |
| TCI Wealth Advisors, Inc. | 3.56% | Add +19.4% | 1,934,020 | $51.9M |
| DiNuzzo Private Wealth, Inc. | 5.25% | Add +1.8% | 1,648,809 | $44.2M |
| Maseco LLP | 1.38% | — | 1,352,858 | $36.3M |
| Focus Partners Advisor Solutions, LLC | 0.41% | Reduce -1.4% | 1,152,913 | $30.9M |
| LPL Financial LLC | 0.01% | Add +3.4% | 975,353 | $26.2M |
| Corient Private Wealth LP | 0.03% | Reduce -25.0% | 967,509 | $26.0M |
| Wescott Financial Advisory Group, LLC | 2.46% | Reduce -0.9% | 957,645 | $25.7M |
| Summit Financial Strategies, Inc. | 2.06% | Add +2.9% | 831,157 | $22.3M |
| WPWealth LLP | 3.93% | Add +6.8% | 811,791 | $21.8M |
| Verisail Partners, LLC | 8.93% | Add +1.6% | 783,538 | $21.0M |
| Index Fund Advisors, Inc. | 1.17% | Add +8.9% | 778,024 | $20.9M |
| OneDigital Investment Advisors LLC | 0.22% | Add +1.7% | 746,798 | $20.0M |
| Rather & Kittrell, Inc. | 3.92% | Add +10.3% | 737,716 | $19.8M |
| Quantum Financial Advisors, LLC | 2.48% | Reduce -7.7% | 683,332 | $18.3M |
| Creative Capital Management Investments LLC | 6.48% | Add +4.2% | 675,804 | $18.1M |
| Great Waters Wealth Management | 2.32% | Add +1.2% | 664,599 | $17.8M |
| Arax Advisory Partners | 0.81% | Add +1.5% | 656,264 | $17.6M |
| RS Crum Inc. | 3.81% | Reduce -13.0% | 592,905 | $15.9M |
| Total Wealth Planning, LLC | 1.93% | Add +6.2% | 569,962 | $15.3M |
| Willow Creek Wealth Management Inc. | 1.35% | Add +12.0% | 560,736 | $15.0M |
| Integris Wealth Management, LLC | 3.78% | Add +1.6% | 540,824 | $14.5M |
| Rockwood Wealth Management, LLC | 1.26% | Add +188.6% | 535,070 | $14.4M |
| Planning Center, Inc. | 1.55% | Add +2.6% | 522,403 | $14.0M |
| Private Wealth Management Group, LLC | 4.56% | Add +2.7% | 511,173 | $13.7M |
| Vestmark Advisory Solutions, Inc. | 0.19% | Add +126.0% | 500,756 | $13.4M |
| Syverson Strege & Co | 3.16% | Add +0.9% | 499,272 | $13.4M |
| Aspen Capital Management, LLC | 3.56% | Add +6.7% | 473,614 | $12.7M |
| Jentner Corp | 3.35% | Add +1.3% | 466,538 | $12.5M |
| Level Financial Advisors | 3.56% | Add +3.7% | 426,776 | $11.5M |
| Wealth Management Nebraska | 1.52% | Add +7.6% | 420,127 | $11.2M |
| Bridge Generations Wealth Management LLC | 6.08% | Reduce -2.6% | 373,911 | $10.0M |
| Jane Street Group, LLC | 0.02% | Reduce -22.3% | 372,126 | $10.0M |
| Geometric Wealth Advisors | 1.47% | Add +6.5% | 367,664 | $9.9M |
| Commonwealth Equity Services, LLC | 0.01% | Add +1.8% | 361,628 | $9.7M |
| Evanson Asset Management, LLC | 0.59% | Add +5.7% | 352,445 | $9.5M |
| Sprinkle Financial Consultants LLC | 5.57% | Add +0.9% | 339,941 | $9.1M |
| Financial Engines Advisors L.L.C. | 0.02% | Add +0.6% | 321,722 | $8.6M |
| Parkshore Wealth Management, Inc. | 4.08% | Add +36.1% | 311,070 | $8.3M |
| RFG Advisory, LLC | 0.17% | Reduce -2.7% | 276,388 | $7.4M |
| Master's Wealth Management Inc. | 3.40% | Add +5.6% | 271,915 | $7.3M |
| Apella Capital, LLC | 0.19% | Add +5.9% | 258,996 | $6.9M |
| North Ridge Wealth Advisors, Inc. | 4.25% | Add +6.1% | 257,844 | $6.9M |
| Awm Capital, LLC | 0.72% | Add +93.8% | 256,262 | $6.9M |
| American Investment Services, Inc. | 1.72% | Add +2.7% | 251,640 | $6.8M |
| Peirce Capital Management, LLC | 2.87% | Reduce -9.3% | 241,324 | $6.5M |
| SJS Investment Consulting Inc. | 1.00% | Add +17.4% | 236,145 | $6.3M |
| REAP Financial Group, LLC | 1.41% | Reduce -0.8% | 224,548 | $6.0M |
| Envestnet Asset Management Inc. | 0.00% | Add +4.8% | 222,765 | $6.0M |
| Wealth Architects, LLC | 0.60% | Add +9.8% | 221,720 | $5.9M |
| Bison Wealth, LLC | 0.45% | Add +2.9% | 209,698 | $5.6M |
| GeoWealth Management, LLC | 0.22% | Reduce -1.7% | 207,992 | $5.6M |
| Tilson Financial Group, Inc. | 2.09% | Reduce -1.4% | 206,840 | $5.5M |
| Sterling Financial Planning, Inc. | 1.82% | Add +8.3% | 202,568 | $5.4M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Reduce -1.6% | 195,474 | $5.3M |
| Pathstone Holdings, LLC | 0.02% | Reduce -4.3% | 192,071 | $5.2M |
| EverSource Wealth Advisors, LLC | 0.23% | Reduce -2.9% | 190,522 | $5.1M |
| AdvisorNet Financial, Inc | 0.33% | Add +2.8% | 189,695 | $5.1M |
| XY Planning Network, Inc. | 1.73% | Reduce -5.0% | 189,126 | $5.1M |
| Burk Holdings LLC | 3.17% | Add +16.1% | 188,519 | $5.1M |
| AlTi Global, Inc. | 0.12% | New | 179,651 | $4.8M |
| New Dimensions Wealth Management, LLC | 4.33% | Add +3.5% | 174,207 | $4.7M |
| Hemington Wealth Management | 0.68% | Add +15.0% | 174,938 | $4.7M |
| New Capital Management LP | 1.30% | Reduce -16.6% | 174,110 | $4.7M |
| McMill Wealth Management | 1.55% | Add +3.2% | 175,189 | $4.7M |
| Shotwell Rutter Baer Inc | 3.15% | Add +2.1% | 171,249 | $4.6M |
| HFM Investment Advisors, LLC | 1.89% | Add +4.9% | 160,435 | $4.3M |
| Forum Private Client Group LLC | 1.61% | Add +8.9% | 156,087 | $4.2M |
| von Borstel & Associates, Inc. | 1.08% | Add +7.6% | 152,426 | $4.1M |
| Lam Group, Inc. | 2.61% | Reduce -19.5% | 145,515 | $3.9M |
| Balanced Rock Investment Advisors LLC | 3.06% | Add +55.3% | 145,113 | $3.9M |
| JDH Wealth Management, LLC | 2.97% | Add +4.4% | 144,375 | $3.9M |
| LRI Investments, LLC | 0.32% | Reduce -3.9% | 141,374 | $3.8M |
| Clarity Wealth Development LLC | 3.72% | Add +1.8% | 139,106 | $3.7M |
| JPMorgan Chase & Co. | 0.00% | Add +0.7% | 136,686 | $3.7M |
| Colorado Capital Management, Inc. | 1.56% | Add +5.2% | 135,864 | $3.6M |
| Mosaic Family Wealth Partners, LLC | 0.46% | Reduce -10.9% | 135,241 | $3.6M |
| Waypoint Wealth Partners Inc. | 0.87% | Reduce -1.6% | 133,930 | $3.6M |
| Ruedi Wealth Management, Inc. | 1.06% | Add +5.8% | 133,536 | $3.6M |
| Cherry Tree Wealth Management, LLC | 0.81% | Add +2.7% | 130,629 | $3.5M |
| Spire Wealth Management | 0.12% | Add +0.4% | 129,223 | $3.5M |
| Cooper/Haims Advisors, LLC | 1.69% | Add +3.3% | 127,560 | $3.4M |
| Osaic Holdings, Inc. | 0.01% | Add +29.6% | 121,867 | $3.3M |
| Henrickson Nauta Wealth Advisors, Inc. | 1.11% | Add +17.2% | 119,612 | $3.2M |
| Integrity Alliance, Llc. | 0.17% | Add +0.7% | 119,295 | $3.2M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.20% | Add +4.0% | 114,800 | $3.1M |
| Betterment LLC | 0.01% | Add +23.1% | 112,861 | $3.0M |
| Cypress Point Wealth Management, LLC | 0.74% | Add +0.2% | 112,836 | $3.0M |
| Burton Enright Welch | 0.52% | Reduce -0.3% | 111,893 | $3.0M |
| Susquehanna International Group, LLP | 0.00% | Add +1006.2% | 109,598 | $2.9M |
| Mercer Global Advisors Inc. | 0.01% | Reduce -51.4% | 108,382 | $2.9M |
| Accordant Advisory Group Inc | 2.16% | New | 107,952 | $2.9M |
| Winnacle Wealth LLC | 2.16% | New | 107,952 | $2.9M |
| NewEdge Advisors, LLC | 0.01% | Reduce -6.5% | 107,409 | $2.9M |
"% 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.