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 |
| Chicago Partners Investment Group LLC | 0.08% | Add +0.0% | 102,155 | $2.8M |
| Porter White Investment Advisors, Inc. | 1.23% | Add +13.9% | 98,228 | $2.6M |
| Mattern Wealth Management LLC | 0.54% | Add +135.0% | 97,206 | $2.6M |
| Yardley Wealth Management LLC | 1.42% | Add +0.0% | 96,964 | $2.6M |
| Krilogy Financial LLC | 0.15% | Add +5.3% | 95,690 | $2.6M |
| Trust Co of the South | 0.45% | Add +25.0% | 93,968 | $2.5M |
| Northwest Wealth Management, LLC | 0.44% | Add +11.0% | 90,439 | $2.4M |
| Longview Financial Advisors LLC | 1.51% | Add +1.8% | 89,682 | $2.4M |
| Hill Investment Group Partners, LLC | 0.31% | Add +50.1% | 89,663 | $2.4M |
| Citadel Advisors | 0.00% | New | 83,185 | $2.2M |
| Farther Finance Advisors, LLC | 0.04% | Reduce -16.5% | 80,263 | $2.2M |
| Sage Rhino Capital LLC | 0.45% | Add +9.3% | 80,118 | $2.1M |
| MML Investors Services, LLC | 0.01% | Add +15.3% | 79,459 | $2.1M |
| Sterling Wealth Management, Inc. | 0.72% | — | 78,838 | $2.1M |
| Avant Financial Advisors LLC | 1.73% | Add +8.6% | 78,161 | $2.1M |
| Aegis Wealth Management LLC | 1.23% | No change | 78,142 | $2.1M |
| Claris Advisors, LLC / Mo / | 0.70% | Add +17.4% | 75,368 | $2.0M |
| Orion Porfolio Solutions, LLC | 0.02% | Add +142.3% | 74,663 | $2.0M |
| D.A. Davidson & Co. | 0.01% | Add +3.9% | 74,557 | $2.0M |
| Wealthcare Advisory Partners LLC | 0.04% | Add +2.1% | 68,537 | $1.8M |
| Wealth Advisors Northwest LLC | 0.93% | Add +35.1% | 66,134 | $1.8M |
| SC&H Financial Advisors, Inc. | 0.29% | Add +18.9% | 63,610 | $1.7M |
| Captrust Financial Advisors | 0.00% | Reduce -21.2% | 62,339 | $1.7M |
| Vestia Personal Wealth Advisors | 1.14% | Add +17.4% | 61,811 | $1.7M |
| Meritas Wealth Management, LLC | 0.90% | Add +0.9% | 61,287 | $1.6M |
| Poinciana Advisors Group, LLC | 1.46% | Add +9.6% | 60,264 | $1.6M |
| Silvia McColl Wealth Management, LLC | 1.17% | Reduce -4.8% | 60,147 | $1.6M |
| SageOak Financial, LLC | 1.25% | Add +7.9% | 58,349 | $1.6M |
| Physician Wealth Solutions Inc. | 0.72% | Add +23.1% | 57,734 | $1.5M |
| Keb Asset Management, LLC | 0.38% | Add +25.2% | 56,749 | $1.5M |
| Timonier Family Office, LTD. | 0.56% | Reduce -3.7% | 56,157 | $1.5M |
| Morris Financial Concepts, Inc. | 0.59% | Add +12.0% | 55,836 | $1.5M |
| Creative Planning | 0.00% | Add +2.7% | 53,264 | $1.4M |
| Market Street Wealth Management Advisors LLC | 0.22% | Reduce -1.4% | 49,715 | $1.3M |
| W.H. Cornerstone Investments Inc. | 0.83% | Add +5.8% | 48,969 | $1.3M |
| McNamara Financial Services, Inc. | 0.26% | Reduce -4.8% | 48,706 | $1.3M |
| KFG Wealth Management, LLC | 0.21% | Add +3.0% | 48,631 | $1.3M |
| Ridgeline Wealth, LLC | 0.99% | Reduce -0.6% | 45,072 | $1.2M |
| Abel Hall, LLC | 0.56% | Reduce -2.9% | 44,935 | $1.2M |
| Outbound Financial Inc | 1.09% | — | 44,653 | $1.2M |
| Geneos Wealth Management Inc. | 0.03% | Add +4.5% | 44,613 | $1.2M |
| Savvy Advisors, Inc. | 0.08% | Add +214.6% | 42,486 | $1.1M |
| Stifel Financial Corp. | 0.00% | Add +5.5% | 42,430 | $1.1M |
| Heritage Investment Group, Inc. | 0.18% | Add +25.1% | 39,865 | $1.1M |
| KM Capital Management Ltd. | 0.53% | Add +33.5% | 39,683 | $1.1M |
| Vantage Point Financial LLC | 0.47% | Add +5.8% | 39,548 | $1.1M |
| Visionary Horizons, LLC | 0.67% | Add +6.9% | 39,391 | $1.1M |
| Beacon Pointe Advisors, LLC | 0.01% | Reduce -30.9% | 39,113 | $1.0M |
| Blue Trust, Inc. | 0.01% | Add +5.2% | 37,015 | $993K |
| Quarry Hill Advisors, LLC | 0.58% | Add +7.0% | 36,978 | $992K |
| Modera Wealth Management, LLC | 0.01% | Add +0.2% | 36,938 | $991K |
| Integrated Wealth Concepts LLC | 0.01% | Add +9.9% | 35,846 | $962K |
| Stratos Investment Management, LLC | 0.04% | New | 35,681 | $957K |
| Keyvantage Wealth, LLC | 0.43% | Add +2.0% | 35,377 | $949K |
| BWM Planning, LLC | 0.32% | Add +29.6% | 35,119 | $942K |
| Tru Independence Asset Management 2, LLC | 0.63% | Add +29.3% | 34,334 | $921K |
| Foundation Wealth Management, LLC\PA | 0.40% | Reduce -6.9% | 34,284 | $920K |
| Kestra Advisory Services, LLC | 0.00% | Add +8.9% | 32,880 | $882K |
| Townsquare Capital LLC | 0.08% | Reduce -4.7% | 31,833 | $854K |
| Mariner, LLC | 0.00% | Add +12.3% | 31,533 | $846K |
| Parkworth Wealth Management, Inc. | 0.60% | Add +8.3% | 31,135 | $835K |
| Equita Financial Network, Inc. | 0.32% | Add +14.3% | 30,146 | $809K |
| SOL Capital Management CO | 0.07% | Reduce -4.4% | 28,360 | $761K |
| Bay Harbor Wealth Management, LLC | 0.22% | Add +5.4% | 28,336 | $760K |
| Sutton Place Investors LLC | 0.44% | Add +17.0% | 27,044 | $726K |
| AQR Capital Management | 0.00% | Add +18.6% | 26,486 | $711K |
| LJI Wealth Management, LLC | 0.12% | Add +2.3% | 26,408 | $709K |
| Client 1ST Advisory Group, LLC | 0.26% | Reduce -20.4% | 26,375 | $708K |
| IFG Advisory, LLC | 0.04% | Add +16.8% | 25,926 | $696K |
| Hutchens & Kramer Investment Management Group, LLC | 0.32% | Reduce -2.6% | 25,714 | $694K |
| Seaside Wealth Management, Inc. | 0.22% | Reduce -5.1% | 25,366 | $681K |
| Park Avenue Securities LLC | 0.01% | New | 25,220 | $677K |
| Firethorn Wealth Partners, LLC | 0.29% | Add +3.8% | 24,648 | $661K |
| McGrath & Associates, Inc. | 1.06% | Reduce -13.7% | 24,351 | $653K |
| Abacus Wealth Partners, LLC | 0.10% | Reduce -19.5% | 24,037 | $645K |
| Signal Advisors Wealth, LLC | 0.05% | Reduce -0.3% | 23,271 | $624K |
| Truist Financial Corp. | 0.00% | Reduce -0.3% | 22,699 | $609K |
| Core Wealth Management, Inc. | 0.21% | Add +11.0% | 22,191 | $595K |
| Simplicity Wealth,LLC | 0.02% | Reduce -21.2% | 20,990 | $563K |
| Shearwater Capital LLC | 0.34% | Add +37.3% | 19,908 | $534K |
| Aerodigm Wealth, LLC | 0.25% | Add +3.1% | 19,745 | $530K |
| Mission Wealth Management, LP | 0.01% | Add +0.1% | 19,527 | $524K |
| Wealthstream Advisors, Inc. | 0.09% | Reduce -16.0% | 19,446 | $522K |
| Jackson Thornton Wealth Management, LLC | 0.06% | Add +3.7% | 19,415 | $520K |
| Hutchinson Capital Management | 0.09% | Add +26.7% | 19,344 | $519K |
| Great Valley Advisor Group, Inc. | 0.01% | New | 18,997 | $509K |
| Collective Family Office LLC | 0.13% | Add +2.0% | 18,551 | $498K |
| Cyndeo Wealth Partners, LLC | 0.03% | Add +3.0% | 18,499 | $496K |
| First Pacific Financial | 0.07% | Add +0.6% | 18,278 | $490K |
| Equitable Holdings, Inc. | 0.00% | Add +53.3% | 18,269 | $490K |
| Austin Private Wealth, LLC | 0.03% | Add +31.9% | 16,033 | $430K |
| Diversify Wealth Management, LLC | 0.03% | Add +47.4% | 15,689 | $419K |
| Great Lakes Advisors, LLC | 0.00% | New | 15,481 | $415K |
| Capstone Wealth Management, LLC | 0.35% | Add +47.7% | 15,001 | $402K |
| Nwam LLC | 0.02% | Add +72.9% | 14,858 | $394K |
| Smartleaf Asset Management LLC | 0.03% | Add +1.9% | 14,753 | $394K |
| Leading Edge Financial Planning LLC | 0.11% | Add +3.8% | 14,662 | $393K |
| Abacus Planning Group, Inc. | 0.06% | Add +36.6% | 14,647 | $393K |
| Granite Harbor Advisors, Inc. | 0.18% | No change | 14,388 | $386K |
| Allworth Financial LP | 0.00% | Reduce -12.4% | 13,951 | $374K |
| Vawter Financial, Ltd. | 4.15% | Reduce -91.7% | 13,685 | $367K |
| Assetmark, Inc. | 0.00% | Reduce -12.2% | 13,650 | $366K |
| Bank of America Corp. | 0.00% | New | 12,708 | $341K |
| Kraft Asset Management, LLC | 0.31% | Reduce -43.2% | 12,489 | $335K |
| U.S. Capital Wealth Advisors, LLC | 0.01% | Add +25.6% | 12,411 | $333K |
| Two West Capital Advisors LLC | 0.22% | Reduce -1.9% | 12,149 | $331K |
| Thrivent Financial for Lutherans | 0.00% | New | 12,231 | $328K |
| D. E. Shaw & Co. | 0.00% | Reduce -21.3% | 11,859 | $318K |
| MIdWestOne Financial Group, Inc. | 0.04% | New | 11,800 | $317K |
| Investmark Advisory Group LLC | 0.15% | Reduce -14.7% | 11,559 | $310K |
| Squire Investment Management Company, LLC | 0.11% | Add +8.0% | 11,475 | $308K |
| Acorn Wealth Advisors, LLC | 0.11% | Add +9.2% | 11,154 | $299K |
| Five Oceans Advisors | 0.13% | Add +7.2% | 11,149 | $299K |
| Copperleaf Capital, LLC | 0.15% | Add +10.3% | 10,768 | $289K |
| Earned Wealth Advisors, LLC | 0.06% | No change | 10,660 | $286K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | New | 10,509 | $282K |
| GTS Securities LLC | 0.01% | New | 10,480 | $281K |
| Rehmann Capital Advisory Group | 0.02% | Reduce -1.2% | 10,456 | $281K |
| Brown Advisory Inc. | 0.00% | No change | 10,439 | $280K |
| Grunden Financial Advisory, Inc. | 0.12% | Add +10.8% | 10,431 | $280K |
| VanderPol Investments L.L.C. | 0.56% | Add +4.9% | 9,891 | $265K |
| WorthPointe, LLC | 0.11% | Reduce -54.4% | 9,749 | $262K |
| Glass Jacobson Investment Advisors llc | 0.09% | Add +8.6% | 8,997 | $241K |
| Raymond James Financial Inc. | 0.00% | Reduce -76.5% | 8,666 | $232K |
| Security Financial Services, INC. | 0.04% | Add +2.1% | 8,516 | $228K |
| Live Oak Private Wealth LLC | 0.03% | New | 8,507 | $228K |
| Vested Financial Planning, LLC | 0.20% | Reduce -0.5% | 8,446 | $227K |
| Dopkins Wealth Management, LLC | 0.10% | New | 8,329 | $223K |
| IFG Advisors, LLC | 0.04% | Add +1.3% | 8,104 | $217K |
| Invst, LLC | 0.03% | New | 7,525 | $202K |
| Citigroup Inc. | 0.00% | Add +5.5% | 7,030 | $189K |
| Morgan Stanley | 0.00% | Reduce -6.6% | 6,252 | $168K |
| Principal Securities, Inc. | 0.00% | Reduce -42.8% | 6,191 | $166K |
| IFP Advisors, Inc | 0.00% | Add +1.1% | 5,310 | $142K |
| MAI Capital Management | 0.00% | No change | 5,237 | $141K |
| Cwm, LLC | 0.00% | Add +0.1% | 5,055 | $136K |
| Red Lighthouse Investment Management, LLC | 0.05% | Add +103.5% | 4,830 | $130K |
| Wells Fargo & Company | 0.00% | Add +224.9% | 4,107 | $110K |
| Millstone Evans Group, LLC | 0.06% | Reduce -61.5% | 3,399 | $91K |
| Raffa Wealth Management, LLC | 0.01% | New | 2,407 | $65K |
| AE Wealth Management LLC | 0.00% | Add +3867.3% | 2,182 | $59K |
| Private Trust Co. NA | 0.01% | No change | 2,000 | $54K |
| FMR LLC | 0.00% | Reduce -51.5% | 1,141 | $31K |
| Exchange Traded Concepts, LLC | 0.00% | New | 1,126 | $30K |
| National Bank of Canada | 0.00% | Add +42.5% | 1,057 | $29K |
| Colonial Trust Co / SC | 0.00% | Reduce -9.9% | 1,038 | $28K |
| Jones Financial Companies LLLP | 0.00% | New | 999 | $27K |
| Blume Capital Management, Inc. | 0.00% | No change | 905 | $24K |
| Moisand Fitzgerald Tamayo, LLC | 0.00% | No change | 834 | $22K |
| Larson Financial Group LLC | 0.00% | Reduce -26.4% | 815 | $22K |
| Royal Bank of Canada | 0.00% | Add +70.4% | 765 | $21K |
| Parkside Financial Bank & Trust | 0.00% | No change | 779 | $21K |
| Redwood Park Advisors LLC | 0.02% | Add +71.0% | 759 | $20K |
| Concord Wealth Partners | 0.00% | Add +0.7% | 570 | $15K |
| UBS Group AG | 0.00% | No change | 438 | $12K |
| Bank of Montreal | 0.00% | Reduce -33.2% | 389 | $10K |
| Elevation Wealth Partners, LLC | 0.00% | Add +0.5% | 203 | $5K |
| Ridgewood Investments LLC | 0.00% | New | 138 | $4K |
| Redmont Wealth Advisors LLC | 0.01% | No change | 128 | $3K |
| Comerica Bank | 0.00% | Add +2.4% | 126 | $3K |
| Aptus Capital Advisors, LLC | 0.00% | No change | 96 | $3K |
| BlackRock, Inc. | 0.00% | No change | 43 | $1K |
| Vermillion & White Wealth Management Group, LLC | 0.00% | No change | 23 | $617 |
"% 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.