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 |
| Stratos Investment Management, LLC | 0.11% | Add +171.9% | 97,017 | $2.6M |
| Jane Street Group, LLC | 0.00% | Reduce -74.5% | 94,802 | $2.6M |
| NewEdge Advisors, LLC | 0.01% | Reduce -12.7% | 93,814 | $2.6M |
| Tactive Advisors, LLC | 0.72% | New | 92,727 | $2.5M |
| Allworth Financial LP | 0.01% | Add +561.6% | 92,306 | $2.5M |
| Longview Financial Advisors LLC | 1.45% | Add +2.5% | 91,896 | $2.5M |
| Baker Tilly Wealth Management, LLC | 0.56% | New | 90,872 | $2.5M |
| Yardley Wealth Management LLC | 1.39% | Reduce -6.3% | 90,802 | $2.5M |
| Hill Investment Group Partners, LLC | 0.30% | Reduce -0.3% | 89,437 | $2.4M |
| Farther Finance Advisors, LLC | 0.04% | Add +10.3% | 88,540 | $2.4M |
| Trust Co of the South | 0.39% | Reduce -7.4% | 87,016 | $2.4M |
| Vestia Personal Wealth Advisors | 1.26% | Add +40.3% | 86,701 | $2.4M |
| Northwest Wealth Management, LLC | 0.39% | Reduce -4.6% | 86,264 | $2.4M |
| Sterling Wealth Management, Inc. | 0.71% | Add +9.4% | 86,215 | $2.4M |
| MML Investors Services, LLC | 0.01% | Add +8.4% | 86,124 | $2.4M |
| Avant Financial Advisors LLC | 1.72% | Add +6.9% | 83,554 | $2.3M |
| Sage Rhino Capital LLC | 0.44% | Add +2.9% | 82,448 | $2.3M |
| Aegis Wealth Management LLC | 1.19% | Add +3.8% | 81,116 | $2.2M |
| Wealth Advisors Northwest LLC | 1.06% | Add +21.1% | 80,055 | $2.2M |
| Orion Porfolio Solutions, LLC | 0.02% | Add +6.0% | 79,169 | $2.2M |
| D.A. Davidson & Co. | 0.01% | Add +3.0% | 76,772 | $2.1M |
| Wealthcare Advisory Partners LLC | 0.04% | Add +10.7% | 75,866 | $2.1M |
| Claris Advisors, LLC / Mo / | 0.70% | No change | 75,368 | $2.0M |
| Cypress Point Wealth Management, LLC | 0.40% | Reduce -35.6% | 72,690 | $2.0M |
| Physician Wealth Solutions Inc. | 0.81% | Add +17.0% | 67,554 | $1.8M |
| SC&H Financial Advisors, Inc. | 0.29% | Add +0.7% | 64,055 | $1.7M |
| Keb Asset Management, LLC | 0.38% | Add +10.7% | 62,818 | $1.7M |
| Meritas Wealth Management, LLC | 0.84% | Add +1.7% | 62,313 | $1.7M |
| Creative Planning | 0.00% | Add +16.8% | 62,184 | $1.7M |
| SageOak Financial, LLC | 1.23% | Add +5.1% | 61,350 | $1.7M |
| Morris Financial Concepts, Inc. | 0.60% | Add +8.5% | 60,583 | $1.7M |
| Poinciana Advisors Group, LLC | 1.40% | Add +0.4% | 60,496 | $1.7M |
| Sterling Wealth Advisors Inc | 1.03% | New | 58,971 | $1.6M |
| Silvia McColl Wealth Management, LLC | 1.09% | Reduce -2.1% | 58,891 | $1.6M |
| KM Capital Management Ltd. | 0.73% | Add +46.6% | 58,188 | $1.6M |
| Parkwoods Wealth Partners, LLC | 0.53% | New | 57,022 | $1.6M |
| Timonier Family Office, LTD. | 0.51% | Add +0.7% | 56,547 | $1.5M |
| Citadel Advisors | 0.00% | Reduce -32.0% | 56,538 | $1.5M |
| Captrust Financial Advisors | 0.00% | Reduce -10.8% | 55,577 | $1.5M |
| Market Street Wealth Management Advisors LLC | 0.22% | Add +3.7% | 51,568 | $1.4M |
| KFG Wealth Management, LLC | 0.20% | Add +5.8% | 51,440 | $1.4M |
| W.H. Cornerstone Investments Inc. | 0.85% | Add +3.9% | 50,861 | $1.4M |
| McNamara Financial Services, Inc. | 0.26% | Add +3.2% | 50,271 | $1.4M |
| BWM Planning, LLC | 0.40% | Add +41.7% | 49,775 | $1.4M |
| Abel Hall, LLC | 0.55% | Add +10.2% | 49,537 | $1.4M |
| Outbound Financial Inc | 1.08% | Add +8.7% | 48,518 | $1.3M |
| Ridgeline Wealth, LLC | 0.94% | Add +4.0% | 46,873 | $1.3M |
| Geneos Wealth Management Inc. | 0.03% | Add +4.4% | 46,585 | $1.3M |
| Vantage Point Financial LLC | 0.47% | Add +13.4% | 44,840 | $1.2M |
| Savvy Advisors, Inc. | 0.05% | Add +1.3% | 43,048 | $1.2M |
| Stifel Financial Corp. | 0.00% | Reduce -1.0% | 42,019 | $1.1M |
| Visionary Horizons, LLC | 0.62% | Add +2.5% | 40,358 | $1.1M |
| Heritage Investment Group, Inc. | 0.17% | Add +0.0% | 39,882 | $1.1M |
| Kestra Advisory Services, LLC | 0.00% | Add +19.4% | 39,257 | $1.1M |
| Park Avenue Securities LLC | 0.01% | Add +53.5% | 38,708 | $1.1M |
| Modera Wealth Management, LLC | 0.01% | Add +2.1% | 37,704 | $1.0M |
| Blue Trust, Inc. | 0.01% | Add +1.2% | 37,463 | $1.0M |
| Keyvantage Wealth, LLC | 0.43% | Add +5.5% | 37,333 | $1.0M |
| Tru Independence Asset Management 2, LLC | 0.67% | Add +8.3% | 37,170 | $1.0M |
| Quarry Hill Advisors, LLC | 0.52% | Add +0.4% | 37,125 | $1.0M |
| Integrated Wealth Concepts LLC | 0.01% | Add +2.8% | 36,859 | $1.0M |
| McLean Asset Management Corp | 0.18% | New | 32,591 | $888K |
| Private Advisor Group, LLC | 0.00% | New | 31,947 | $872K |
| Bay Harbor Wealth Management, LLC | 0.23% | Add +10.7% | 31,359 | $856K |
| Mariner, LLC | 0.00% | Reduce -2.2% | 30,852 | $843K |
| Equita Financial Network, Inc. | 0.27% | Reduce -1.9% | 29,577 | $808K |
| Sutton Place Investors LLC | 0.45% | Add +7.3% | 29,021 | $793K |
| Greenspring Advisors, LLC | 0.14% | — | 28,911 | $790K |
| My Personal CFO, LLC | 0.30% | New | 28,078 | $767K |
| Foundation Wealth Management, LLC\PA | 0.30% | Reduce -18.1% | 28,078 | $767K |
| IFG Advisory, LLC | 0.03% | Add +6.5% | 27,599 | $754K |
| Abacus Wealth Partners, LLC | 0.11% | Add +11.6% | 26,829 | $733K |
| Core Wealth Management, Inc. | 0.23% | Add +19.3% | 26,469 | $723K |
| SOL Capital Management CO | 0.06% | Reduce -7.8% | 26,135 | $714K |
| Firethorn Wealth Partners, LLC | 0.28% | Add +5.3% | 25,947 | $709K |
| Foundations Investment Advisors, LLC | 0.01% | New | 25,155 | $687K |
| AQR Capital Management | 0.00% | Reduce -6.3% | 24,825 | $678K |
| Signal Advisors Wealth, LLC | 0.06% | Add +5.5% | 24,550 | $670K |
| Hutchens & Kramer Investment Management Group, LLC | 0.26% | Reduce -6.3% | 24,091 | $658K |
| Truist Financial Corp. | 0.00% | Add +4.7% | 23,768 | $649K |
| McGrath & Associates, Inc. | 0.92% | Reduce -6.7% | 22,725 | $621K |
| Seaside Wealth Management, Inc. | 0.18% | Reduce -11.3% | 22,488 | $614K |
| Hutchinson Capital Management | 0.11% | Add +15.2% | 22,280 | $608K |
| Aerodigm Wealth, LLC | 0.25% | Add +11.0% | 21,913 | $601K |
| Old Mission Capital LLC | 0.02% | New | 21,993 | $601K |
| Shearwater Capital LLC | 0.35% | Add +8.3% | 21,555 | $589K |
| Mission Wealth Management, LP | 0.01% | Add +8.7% | 21,234 | $580K |
| Great Valley Advisor Group, Inc. | 0.01% | Add +6.6% | 20,250 | $553K |
| Client 1ST Advisory Group, LLC | 0.18% | Reduce -23.8% | 20,112 | $549K |
| Wealthstream Advisors, Inc. | 0.08% | Add +1.5% | 19,741 | $539K |
| Equitable Holdings, Inc. | 0.00% | Add +4.5% | 19,095 | $521K |
| Jackson Thornton Wealth Management, LLC | 0.05% | Reduce -0.6% | 19,308 | $521K |
| Cyndeo Wealth Partners, LLC | 0.03% | Add +1.8% | 18,836 | $514K |
| Collective Family Office LLC | 0.12% | Add +1.2% | 18,776 | $513K |
| Foster Group, Inc. | 0.02% | New | 18,705 | $511K |
| First Pacific Financial | 0.07% | Add +0.8% | 18,415 | $503K |
| Austin Private Wealth, LLC | 0.04% | Add +13.5% | 18,193 | $497K |
| Diversify Wealth Management, LLC | 0.03% | Add +16.8% | 18,330 | $493K |
| Cetera Investment Advisers | 0.00% | New | 17,417 | $476K |
| Capstone Wealth Management, LLC | 0.36% | Add +15.1% | 17,260 | $471K |
| Leading Edge Financial Planning LLC | 0.11% | Add +6.7% | 15,650 | $427K |
| Brookstone Capital Management | 0.01% | New | 15,614 | $426K |
| Abacus Planning Group, Inc. | 0.06% | Add +4.9% | 15,365 | $420K |
| Nwam LLC | 0.02% | Add +1.6% | 15,099 | $418K |
| Raymond James Financial Inc. | 0.00% | Add +72.5% | 14,948 | $408K |
| Acorn Wealth Advisors, LLC | 0.13% | Add +33.3% | 14,866 | $406K |
| Smartleaf Asset Management LLC | 0.02% | Reduce -1.3% | 14,556 | $395K |
| D. E. Shaw & Co. | 0.00% | Add +20.8% | 14,327 | $391K |
| Assetmark, Inc. | 0.00% | Add +2.4% | 13,972 | $382K |
| WorthPointe, LLC | 0.14% | Add +40.2% | 13,671 | $373K |
| U.S. Capital Wealth Advisors, LLC | 0.01% | Add +6.7% | 13,246 | $362K |
| VanderPol Investments L.L.C. | 0.69% | Add +28.9% | 12,753 | $354K |
| Live Oak Private Wealth LLC | 0.05% | Add +51.7% | 12,908 | $353K |
| Two West Capital Advisors LLC | 0.21% | Add +4.4% | 12,680 | $352K |
| Copperleaf Capital, LLC | 0.17% | Add +17.7% | 12,675 | $346K |
| IFP Advisors, Inc | 0.01% | Add +135.7% | 12,516 | $342K |
| Five Oceans Advisors | 0.13% | Add +12.0% | 12,491 | $341K |
| MIdWestOne Financial Group, Inc. | 0.04% | No change | 11,800 | $322K |
| Investmark Advisory Group LLC | 0.14% | Add +1.8% | 11,771 | $321K |
| Squire Investment Management Company, LLC | 0.10% | Add +1.5% | 11,648 | $318K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +8.9% | 11,447 | $313K |
| Grunden Financial Advisory, Inc. | 0.12% | Add +7.3% | 11,196 | $306K |
| HighTower Advisors, LLC | 0.00% | New | 10,857 | $297K |
| Earned Wealth Advisors, LLC | 0.05% | Add +0.7% | 10,734 | $293K |
| Simplicity Wealth,LLC | 0.02% | Reduce -49.1% | 10,682 | $292K |
| Rehmann Capital Advisory Group | 0.02% | Add +2.1% | 10,672 | $291K |
| Brown Advisory Inc. | 0.00% | No change | 10,439 | $285K |
| Vested Financial Planning, LLC | 0.22% | Add +16.9% | 9,876 | $270K |
| MB Generational Wealth, LLC | 0.17% | — | 9,738 | $266K |
| Dopkins Wealth Management, LLC | 0.11% | Add +13.6% | 9,462 | $258K |
| Essential Planning, LLC. | 0.09% | New | 9,369 | $256K |
| Invst, LLC | 0.03% | Add +19.2% | 8,969 | $245K |
| Security Financial Services, INC. | 0.04% | Add +3.8% | 8,841 | $241K |
| Citigroup Inc. | 0.00% | Add +23.3% | 8,671 | $237K |
| Triad Wealth Partners, LLC | 0.03% | New | 8,622 | $235K |
| Glass Jacobson Investment Advisors llc | 0.08% | Reduce -4.6% | 8,581 | $234K |
| GTS Securities LLC | 0.01% | Reduce -21.6% | 8,222 | $225K |
| IFG Advisors, LLC | 0.04% | Add +0.8% | 8,167 | $223K |
| HMV Wealth Advisors, LLC | 0.12% | New | 7,875 | $215K |
| CreativeOne Wealth, LLC | 0.01% | New | 7,789 | $213K |
| Vertex Planning Partners, LLC | 0.04% | New | 7,699 | $210K |
| Principal Securities, Inc. | 0.00% | Add +15.6% | 7,157 | $195K |
| Red Lighthouse Investment Management, LLC | 0.06% | Add +25.3% | 6,052 | $165K |
| Morgan Stanley | 0.00% | Reduce -5.5% | 5,911 | $161K |
| Washington Trust Advisors, Inc. | 0.01% | New | 5,590 | $153K |
| Cwm, LLC | 0.00% | Reduce -2.5% | 4,930 | $135K |
| Root Financial Partners, LLC | 0.01% | New | 3,712 | $101K |
| Wells Fargo & Company | 0.00% | Reduce -14.4% | 3,517 | $96K |
| UBS Group AG | 0.00% | Add +521.7% | 2,723 | $74K |
| MAI Capital Management | 0.00% | Reduce -50.0% | 2,621 | $72K |
| AE Wealth Management LLC | 0.00% | Reduce -3.7% | 2,101 | $57K |
| Private Trust Co. NA | 0.00% | No change | 2,000 | $55K |
| Steward Partners Investment Advisory, LLC | 0.00% | New | 1,742 | $48K |
| Millstone Evans Group, LLC | 0.02% | Reduce -60.0% | 1,360 | $37K |
| FMR LLC | 0.00% | Add +15.9% | 1,322 | $36K |
| CNB Bank | 0.01% | New | 1,200 | $33K |
| National Bank of Canada | 0.00% | Add +9.0% | 1,152 | $31K |
| Colonial Trust Co / SC | 0.00% | Reduce -4.3% | 993 | $27K |
| Royal Bank of Canada | 0.00% | Add +22.9% | 940 | $26K |
| HHM Wealth Advisors, LLC | 0.00% | New | 935 | $26K |
| Blume Capital Management, Inc. | 0.00% | No change | 905 | $25K |
| Strategic Wealth Partners, Ltd. | 0.00% | New | 892 | $24K |
| Moisand Fitzgerald Tamayo, LLC | 0.00% | No change | 834 | $23K |
| Parkside Financial Bank & Trust | 0.00% | No change | 779 | $21K |
| Redwood Park Advisors LLC | 0.02% | No change | 759 | $21K |
| Northwestern Mutual Wealth Management Co. | 0.00% | New | 720 | $20K |
| Concord Wealth Partners | 0.00% | Add +0.7% | 574 | $16K |
| Harbour Investments, Inc. | 0.00% | New | 556 | $15K |
| Larson Financial Group LLC | 0.00% | Reduce -39.8% | 491 | $13K |
| Elevation Wealth Partners, LLC | 0.00% | Add +0.5% | 204 | $6K |
| Advisory Services Network, LLC | 0.00% | New | 189 | $5K |
| O'shaughnessy Asset Management, LLC | 0.00% | New | 173 | $5K |
| Redmont Wealth Advisors LLC | 0.00% | No change | 128 | $3K |
| Comerica Bank | 0.00% | No change | 126 | $3K |
| Aptus Capital Advisors, LLC | 0.00% | No change | 96 | $3K |
| Operose Advisors LLC | 0.00% | New | 51 | $1K |
| Vermillion & White Wealth Management Group, LLC | 0.00% | Add +95.7% | 45 | $1K |
| BlackRock, Inc. | 0.00% | No change | 43 | $1K |
| Exchange Traded Concepts, LLC | 0.00% | Reduce -97.3% | 31 | $847 |
"% 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.