Dim Global Real Estate ETFDFGRETF
13F holders, Q4 2025 (December 31)314holders +35
20new positions
11sold out
3famous investors
$26.43avg. 13F price*
At the end of Q4 2025, 314 institutions reported holding Dim Global Real Estate ETF (DFGR) in their 13F filings, up 35 from Q3 2025. 20 opened new positions and 11 sold out. The largest holders were Forum Financial Management, LP ($439.6M), Savant Capital, LLC ($275.8M) and JMG Financial Group, Ltd. ($150.6M). 3 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio), David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- Dim Global Real Estate ETF
- Filed as
- DIMENSIONAL ETF TRUST (Q4 2025)
- CUSIP
- 25434V658
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 20 | $24.6M |
| Exits | 11 | $8.3M |
All 13F filers, Q3 2025 → Q4 2025: 12,249,028 shares bought and 2,550,856 shares sold, net +9,698,172 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 314 holders
| Forum Financial Management, LP | 5.72% | Add +7.7% | 16,638,902 | $439.6M |
| Savant Capital, LLC | 1.57% | Add +36.0% | 10,439,385 | $275.8M |
| JMG Financial Group, Ltd. | 4.23% | Add +6.5% | 5,701,658 | $150.6M |
| Focus Partners Wealth | 0.12% | Add +11.9% | 4,005,871 | $105.8M |
| Wealthspire Advisors, LLC | 0.58% | Add +8.0% | 2,742,694 | $72.5M |
| TCI Wealth Advisors, Inc. | 3.87% | Add +17.5% | 2,654,516 | $70.1M |
| Brighton Jones LLC | 2.54% | Add +8.8% | 2,611,200 | $69.0M |
| LifeGuide Financial Advisors, LLC | 21.19% | Add +10.4% | 2,412,706 | $63.9M |
| DiNuzzo Private Wealth, Inc. | 5.22% | Add +7.6% | 1,815,929 | $48.0M |
| Maseco LLP | 1.69% | Add +5.7% | 1,471,409 | $38.9M |
| LPL Financial LLC | 0.01% | Add +10.8% | 1,166,926 | $30.8M |
| Rather & Kittrell, Inc. | 4.38% | Add +19.5% | 1,029,717 | $27.2M |
| Wescott Financial Advisory Group, LLC | 2.24% | Add +0.4% | 973,477 | $25.7M |
| Summit Financial Strategies, Inc. | 2.08% | Add +10.1% | 957,430 | $25.3M |
| WPWealth LLP | 3.85% | Add +7.2% | 931,457 | $24.6M |
| Beacon Pointe Advisors, LLC | 0.17% | Add +35.8% | 915,337 | $24.2M |
| Rockwood Wealth Management, LLC | 1.78% | Add +26.4% | 901,221 | $23.8M |
| Guardian Wealth Management, LLC | 7.32% | — | 873,467 | $23.1M |
| Index Fund Advisors, Inc. | 1.06% | Add +8.3% | 856,707 | $22.6M |
| Financial Plan, Inc. | 2.58% | — | 851,353 | $22.5M |
| Verisail Partners, LLC | 9.16% | Add +6.3% | 844,520 | $22.3M |
| Great Waters Wealth Management | 2.42% | Add +15.9% | 831,153 | $22.0M |
| Creative Capital Management Investments LLC | 6.42% | Add +10.1% | 805,595 | $21.3M |
| OneDigital Investment Advisors LLC | 0.21% | Add +4.9% | 802,414 | $21.2M |
| Arax Advisory Partners | 0.57% | New | 747,077 | $19.7M |
| Corient Private Wealth LP | 0.02% | Add +18.1% | 682,977 | $18.0M |
| Quantum Financial Advisors, LLC | 1.94% | Add +0.1% | 655,113 | $17.3M |
| RS Crum Inc. | 3.38% | Add +4.4% | 641,075 | $16.9M |
| Integris Wealth Management, LLC | 3.57% | Add +7.0% | 594,268 | $15.7M |
| Cwm, LLC | 0.04% | Add +11680.3% | 580,768 | $15.3M |
| Private Wealth Management Group, LLC | 4.02% | Add +4.2% | 569,326 | $15.0M |
| Wealth Management Nebraska | 1.70% | Add +18.7% | 562,975 | $14.9M |
| Planning Center, Inc. | 1.48% | Add +2.1% | 549,289 | $14.5M |
| Aspen Capital Management, LLC | 3.54% | Add +8.2% | 540,988 | $14.3M |
| Level Financial Advisors | 3.70% | Add +12.9% | 529,668 | $14.0M |
| Syverson Strege & Co | 2.97% | Add +0.5% | 475,476 | $12.6M |
| Evanson Asset Management, LLC | 0.64% | Add +8.9% | 450,854 | $11.9M |
| Geometric Wealth Advisors | 1.44% | Add +5.8% | 423,511 | $11.2M |
| Commonwealth Equity Services, LLC | 0.01% | Add +8.3% | 418,758 | $11.1M |
| Sprinkle Financial Consultants LLC | 4.78% | Add +3.0% | 356,193 | $9.4M |
| Bridge Generations Wealth Management LLC | 5.69% | Add +0.7% | 347,822 | $9.2M |
| Henrickson Nauta Wealth Advisors, Inc. | 1.35% | Add +146.7% | 343,760 | $9.1M |
| American Investment Services, Inc. | 2.05% | Add +19.6% | 334,634 | $8.8M |
| Harbour Investments, Inc. | 0.18% | Add +59215.1% | 329,792 | $8.7M |
| Citadel Advisors | 0.01% | Add +475.0% | 325,095 | $8.6M |
| Apella Capital, LLC | 0.17% | Add +15.2% | 323,640 | $8.6M |
| Awm Capital, LLC | 0.77% | Add +1.8% | 319,603 | $8.4M |
| XY Planning Network, Inc. | 1.43% | Add +63.9% | 310,046 | $8.2M |
| Vestmark Advisory Solutions, Inc. | 0.11% | Add +10.2% | 299,350 | $7.9M |
| SJS Investment Consulting Inc. | 1.00% | Add +12.2% | 297,796 | $7.9M |
| North Ridge Wealth Advisors, Inc. | 4.34% | Add +8.0% | 293,297 | $7.7M |
| Parkshore Wealth Management, Inc. | 2.87% | Reduce -25.4% | 288,934 | $7.6M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +1.0% | 283,193 | $7.5M |
| RFG Advisory, LLC | 0.14% | Add +1.7% | 283,026 | $7.5M |
| REAP Financial Group, LLC | 1.50% | Add +9.7% | 279,385 | $7.4M |
| Envestnet Asset Management Inc. | 0.00% | Add +8.4% | 270,702 | $7.2M |
| Financial Engines Advisors L.L.C. | 0.01% | Reduce -19.9% | 262,593 | $6.9M |
| Wealth Architects, LLC | 0.62% | Add +10.5% | 258,803 | $6.8M |
| Peirce Capital Management, LLC | 2.65% | Add +3.3% | 251,637 | $6.6M |
| CogentBlue Wealth Advisors, LLC | 4.41% | Add +42.2% | 245,059 | $6.5M |
| Burk Holdings LLC | 2.99% | Add +18.2% | 237,496 | $6.3M |
| GeoWealth Management, LLC | 0.23% | Add +1.1% | 237,135 | $6.3M |
| Tilson Financial Group, Inc. | 1.83% | Add +7.5% | 224,865 | $5.9M |
| McMill Wealth Management | 1.63% | Add +13.2% | 219,516 | $5.8M |
| Sterling Financial Planning, Inc. | 1.75% | Add +6.2% | 219,379 | $5.8M |
| EP Wealth Advisors, LLC | 0.03% | — | 207,892 | $5.5M |
| AdvisorNet Financial, Inc | 0.29% | Add +3.6% | 203,243 | $5.4M |
| Jane Street Group, LLC | 0.01% | Add +113.6% | 202,526 | $5.4M |
| Lam Group, Inc. | 3.06% | Add +40.1% | 202,460 | $5.3M |
| New Dimensions Wealth Management, LLC | 4.38% | Add +6.9% | 193,736 | $5.1M |
| Platform Wealth Management, LLC | 1.36% | — | 193,518 | $5.1M |
| Forum Private Client Group LLC | 1.73% | Add +13.6% | 192,263 | $5.1M |
| Allworth Financial LP | 0.02% | Add +104.5% | 188,790 | $5.0M |
| Greenspring Advisors, LLC | 0.30% | Add +550.5% | 188,081 | $5.0M |
| Shotwell Rutter Baer Inc | 2.97% | Add +6.1% | 185,498 | $4.9M |
| EverSource Wealth Advisors, LLC | 0.18% | Reduce -8.7% | 186,954 | $4.9M |
| HFM Investment Advisors, LLC | 1.92% | Add +2.1% | 185,881 | $4.9M |
| Vawter Financial, Ltd. | 2.05% | Add +4.0% | 184,071 | $4.9M |
| AlTi Global, Inc. | 0.10% | No change | 179,651 | $4.7M |
| Ruedi Wealth Management, Inc. | 1.20% | Add +21.4% | 173,478 | $4.6M |
| Clarity Wealth Development LLC | 3.83% | Add +16.2% | 171,241 | $4.5M |
| von Borstel & Associates, Inc. | 1.06% | Add +5.4% | 171,264 | $4.5M |
| Balanced Rock Investment Advisors LLC | 3.21% | Add +9.1% | 171,195 | $4.5M |
| JDH Wealth Management, LLC | 3.05% | Add +7.9% | 168,132 | $4.4M |
| Pathstone Holdings, LLC | 0.02% | Reduce -4.3% | 167,628 | $4.4M |
| JPMorgan Chase & Co. | 0.00% | Reduce -11.9% | 161,252 | $4.3M |
| Integrity Advisory Solutions, LLC | 0.61% | Add +15.3% | 159,543 | $4.2M |
| Colorado Capital Management, Inc. | 1.53% | Add +5.1% | 154,125 | $4.1M |
| Osaic Holdings, Inc. | 0.01% | Add +11.1% | 153,723 | $4.1M |
| Farther Finance Advisors, LLC | 0.04% | Add +73.6% | 153,695 | $4.1M |
| Spire Wealth Management | 0.13% | Add +16.9% | 151,781 | $4.0M |
| McLean Asset Management Corp | 0.71% | Add +352.9% | 147,616 | $4.0M |
| Cherry Tree Wealth Management, LLC | 0.84% | Add +3.9% | 150,546 | $4.0M |
| New Capital Management LP | 0.99% | Reduce -5.3% | 148,535 | $3.9M |
| Cooper/Haims Advisors, LLC | 1.76% | Add +7.6% | 146,856 | $3.9M |
| Betterment LLC | 0.01% | Add +10.1% | 140,863 | $3.7M |
| Integrity Alliance, Llc. | 0.13% | Add +11.9% | 139,297 | $3.7M |
| LRI Investments, LLC | 0.28% | Reduce -6.6% | 129,964 | $3.4M |
| Mosaic Family Wealth Partners, LLC | 0.37% | Reduce -0.6% | 128,408 | $3.4M |
| Vestia Personal Wealth Advisors | 1.69% | Add +42.3% | 123,403 | $3.3M |
"% 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.