Dim Global Real Estate ETFDFGRETF
13F holders, Q3 2025 (September 30)279holders +16
31new positions
14sold out
3famous investors
$27.30avg. 13F price*
At the end of Q3 2025, 279 institutions reported holding Dim Global Real Estate ETF (DFGR) in their 13F filings, up 16 from Q2 2025. 31 opened new positions and 14 sold out. The largest holders were Forum Financial Management, LP ($422.0M), Savant Capital, LLC ($209.6M) and JMG Financial Group, Ltd. ($146.3M). 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 (Q3 2025)
- CUSIP
- 25434V658
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 31 | $23.8M |
| Exits | 14 | $34.7M |
All 13F filers, Q2 2025 → Q3 2025: 7,435,369 shares bought and 2,662,282 shares sold, net +4,773,087 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 279 holders
| Forum Financial Management, LP | 5.78% | Add +6.4% | 15,451,214 | $422.0M |
| Savant Capital, LLC | 1.27% | Add +15.3% | 7,675,767 | $209.6M |
| JMG Financial Group, Ltd. | 4.16% | Add +7.2% | 5,355,327 | $146.3M |
| Focus Partners Wealth | 0.16% | Add +11.5% | 3,578,334 | $97.7M |
| Wealthspire Advisors, LLC | 0.36% | Add +3.0% | 2,538,625 | $69.3M |
| Brighton Jones LLC | 1.57% | Add +8.1% | 2,399,150 | $65.5M |
| TCI Wealth Advisors, Inc. | 3.68% | Add +16.8% | 2,258,395 | $61.7M |
| LifeGuide Financial Advisors, LLC | 21.73% | Add +0.1% | 2,186,062 | $59.0M |
| DiNuzzo Private Wealth, Inc. | 5.26% | Add +2.4% | 1,688,254 | $46.4M |
| Maseco LLP | 1.84% | Add +2.9% | 1,392,002 | $38.1M |
| LPL Financial LLC | 0.01% | Add +8.0% | 1,053,388 | $28.8M |
| Wescott Financial Advisory Group, LLC | 2.38% | Add +1.3% | 969,998 | $26.5M |
| Focus Partners Advisor Solutions, LLC | 0.30% | Reduce -16.9% | 958,623 | $26.2M |
| Summit Financial Strategies, Inc. | 2.04% | Add +4.6% | 869,361 | $23.7M |
| WPWealth LLP | 3.88% | Add +7.0% | 868,907 | $23.7M |
| Rather & Kittrell, Inc. | 4.12% | Add +16.8% | 861,828 | $23.5M |
| Verisail Partners, LLC | 9.20% | Add +1.4% | 794,083 | $21.7M |
| Index Fund Advisors, Inc. | 1.05% | Add +1.7% | 791,200 | $21.6M |
| OneDigital Investment Advisors LLC | 0.21% | Add +2.4% | 764,622 | $20.9M |
| Creative Capital Management Investments LLC | 6.39% | Add +8.3% | 731,929 | $20.0M |
| Great Waters Wealth Management | 2.31% | Add +7.9% | 717,379 | $19.6M |
| Rockwood Wealth Management, LLC | 1.56% | Add +33.2% | 712,946 | $19.5M |
| Beacon Pointe Advisors, LLC | 0.16% | Add +1622.9% | 673,872 | $18.4M |
| Quantum Financial Advisors, LLC | 2.18% | Reduce -4.2% | 654,445 | $17.9M |
| Willow Creek Wealth Management Inc. | 1.44% | Add +13.9% | 638,861 | $17.4M |
| Total Wealth Planning, LLC | 1.94% | Add +7.9% | 614,754 | $16.8M |
| RS Crum Inc. | 3.73% | Add +3.6% | 614,158 | $16.8M |
| Corient Private Wealth LP | 0.02% | Reduce -40.2% | 578,381 | $15.8M |
| Integris Wealth Management, LLC | 3.69% | Add +2.7% | 555,499 | $15.2M |
| Private Wealth Management Group, LLC | 4.11% | Add +6.9% | 546,215 | $14.9M |
| Planning Center, Inc. | 1.54% | Add +3.0% | 537,991 | $14.7M |
| Aspen Capital Management, LLC | 3.48% | Add +5.6% | 500,144 | $13.7M |
| Wealth Management Nebraska | 1.54% | Add +12.9% | 474,323 | $13.0M |
| Syverson Strege & Co | 3.10% | Reduce -5.3% | 472,990 | $12.9M |
| Level Financial Advisors | 3.61% | Add +9.9% | 469,132 | $12.8M |
| Evanson Asset Management, LLC | 0.64% | Add +17.4% | 413,890 | $11.3M |
| Geometric Wealth Advisors | 1.46% | Add +8.9% | 400,450 | $10.9M |
| Parkshore Wealth Management, Inc. | 4.31% | Add +24.5% | 387,241 | $10.6M |
| Commonwealth Equity Services, LLC | 0.01% | Add +6.9% | 386,614 | $10.6M |
| Sprinkle Financial Consultants LLC | 5.28% | Add +1.8% | 345,974 | $9.4M |
| Bridge Generations Wealth Management LLC | 6.26% | Reduce -7.7% | 345,300 | $9.4M |
| Financial Engines Advisors L.L.C. | 0.02% | Add +1.9% | 327,950 | $9.0M |
| Awm Capital, LLC | 0.78% | Add +22.6% | 314,042 | $8.6M |
| Master's Wealth Management Inc. | 3.37% | Add +4.5% | 284,228 | $7.8M |
| Apella Capital, LLC | 0.17% | Add +8.4% | 280,865 | $7.7M |
| American Investment Services, Inc. | 1.84% | Add +11.2% | 279,919 | $7.6M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +43.5% | 280,434 | $7.6M |
| RFG Advisory, LLC | 0.16% | Add +0.7% | 278,198 | $7.6M |
| Vestmark Advisory Solutions, Inc. | 0.14% | Reduce -45.8% | 271,612 | $7.4M |
| North Ridge Wealth Advisors, Inc. | 4.24% | Add +5.3% | 271,499 | $7.4M |
| SJS Investment Consulting Inc. | 0.99% | Add +12.4% | 265,321 | $7.2M |
| REAP Financial Group, LLC | 1.51% | Add +13.4% | 254,642 | $7.0M |
| Envestnet Asset Management Inc. | 0.00% | Add +12.1% | 249,734 | $6.8M |
| Peirce Capital Management, LLC | 2.77% | Add +0.9% | 243,600 | $6.7M |
| GeoWealth Management, LLC | 0.23% | Add +12.8% | 234,629 | $6.4M |
| Wealth Architects, LLC | 0.60% | Add +5.6% | 234,234 | $6.4M |
| Hemington Wealth Management | 0.76% | Add +22.9% | 215,061 | $5.9M |
| Tilson Financial Group, Inc. | 1.88% | Add +1.1% | 209,114 | $5.7M |
| Sterling Financial Planning, Inc. | 1.78% | Add +2.0% | 206,621 | $5.6M |
| EverSource Wealth Advisors, LLC | 0.22% | Add +7.4% | 204,646 | $5.6M |
| Burk Holdings LLC | 2.93% | Add +6.5% | 200,862 | $5.5M |
| AdvisorNet Financial, Inc | 0.30% | Add +3.4% | 196,131 | $5.4M |
| McMill Wealth Management | 1.51% | Add +10.7% | 193,888 | $5.3M |
| XY Planning Network, Inc. | 1.73% | No change | 189,126 | $5.1M |
| JPMorgan Chase & Co. | 0.00% | Add +33.9% | 183,007 | $5.0M |
| HFM Investment Advisors, LLC | 2.02% | Add +13.4% | 181,998 | $5.0M |
| New Dimensions Wealth Management, LLC | 4.34% | Add +4.1% | 181,282 | $5.0M |
| AlTi Global, Inc. | 0.12% | No change | 179,651 | $4.9M |
| Vawter Financial, Ltd. | 2.19% | Add +1193.2% | 176,967 | $4.8M |
| Pathstone Holdings, LLC | 0.02% | Reduce -8.8% | 175,149 | $4.8M |
| Shotwell Rutter Baer Inc | 3.04% | Add +2.1% | 174,862 | $4.7M |
| CogentBlue Wealth Advisors, LLC | 3.21% | New | 172,305 | $4.7M |
| Forum Private Client Group LLC | 1.65% | Add +8.4% | 169,248 | $4.6M |
| von Borstel & Associates, Inc. | 0.68% | Add +6.6% | 162,432 | $4.4M |
| Balanced Rock Investment Advisors LLC | 3.13% | Add +8.2% | 156,992 | $4.3M |
| New Capital Management LP | 1.12% | Reduce -9.9% | 156,906 | $4.3M |
| JDH Wealth Management, LLC | 3.02% | Add +7.9% | 155,833 | $4.3M |
| Clarity Wealth Development LLC | 3.64% | Add +6.0% | 147,405 | $4.0M |
| Colorado Capital Management, Inc. | 1.55% | Add +8.0% | 146,699 | $4.0M |
| Cherry Tree Wealth Management, LLC | 0.87% | Add +10.9% | 144,911 | $4.0M |
| Lam Group, Inc. | 2.45% | Reduce -0.7% | 144,545 | $3.9M |
| Ruedi Wealth Management, Inc. | 1.09% | Add +7.0% | 142,903 | $3.9M |
| Henrickson Nauta Wealth Advisors, Inc. | 1.20% | Add +16.5% | 139,337 | $3.8M |
| LRI Investments, LLC | 0.31% | Reduce -1.6% | 139,094 | $3.8M |
| Mach-1 Financial Group, LLC | 0.60% | New | 138,353 | $3.8M |
| Integrity Advisory Solutions, LLC | 0.60% | — | 138,353 | $3.8M |
| Osaic Holdings, Inc. | 0.01% | Add +13.5% | 138,326 | $3.8M |
| Cooper/Haims Advisors, LLC | 1.74% | Add +7.0% | 136,534 | $3.7M |
| Spire Wealth Management | 0.12% | Add +0.5% | 129,831 | $3.5M |
| Mosaic Family Wealth Partners, LLC | 0.41% | Reduce -4.5% | 129,142 | $3.5M |
| Betterment LLC | 0.01% | Add +13.3% | 127,922 | $3.5M |
| Integrity Alliance, Llc. | 0.16% | Add +4.4% | 124,504 | $3.4M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.20% | Add +7.4% | 123,283 | $3.4M |
| Mercer Global Advisors Inc. | 0.01% | Add +7.3% | 116,347 | $3.2M |
| Great Lakes Advisors, LLC | 0.03% | Add +634.6% | 113,718 | $3.1M |
| Burton Enright Welch | 0.46% | Reduce -0.6% | 111,174 | $3.0M |
| Krilogy Financial LLC | 0.11% | Add +13.5% | 108,602 | $2.9M |
| Mattern Wealth Management LLC | 0.56% | Add +5.8% | 102,885 | $2.8M |
| Chicago Partners Investment Group LLC | 0.07% | Reduce -0.8% | 101,304 | $2.8M |
| Porter White Investment Advisors, Inc. | 1.15% | Add +0.2% | 98,410 | $2.7M |
"% 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.