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 |
| Great Lakes Advisors, LLC | 0.03% | Add +10.4% | 125,589 | $3.3M |
| Krilogy Financial LLC | 0.11% | Add +7.9% | 117,217 | $3.2M |
| Cogent Strategic Wealth LLC | 3.28% | — | 111,829 | $3.0M |
| Mercer Global Advisors Inc. | 0.00% | Reduce -2.7% | 113,221 | $3.0M |
| Parkwoods Wealth Partners, LLC | 0.88% | Add +98.0% | 112,924 | $3.0M |
| Burton Enright Welch | 0.41% | Add +0.2% | 111,389 | $2.9M |
| Mattern Wealth Management LLC | 0.55% | Add +5.9% | 108,921 | $2.9M |
| Chicago Partners Investment Group LLC | 0.07% | Add +0.8% | 102,158 | $2.8M |
| Porter White Investment Advisors, Inc. | 1.12% | Add +4.6% | 102,927 | $2.7M |
| Stratos Investment Management, LLC | 0.11% | Add +5.5% | 102,384 | $2.7M |
| Wealth Advisors Northwest LLC | 1.19% | Add +26.8% | 101,466 | $2.7M |
| Veratis Advisors, Inc. | 2.12% | — | 93,451 | $2.7M |
| Longview Financial Advisors LLC | 1.48% | Add +10.3% | 101,321 | $2.7M |
| Physician Wealth Solutions Inc. | 1.14% | Add +50.0% | 101,296 | $2.7M |
| Northwest Wealth Management, LLC | 0.41% | Add +14.4% | 98,660 | $2.6M |
| Claris Advisors, LLC / Mo / | 0.79% | Add +29.9% | 97,888 | $2.6M |
| Yardley Wealth Management LLC | 1.36% | Add +6.8% | 96,962 | $2.6M |
| Sterling Wealth Management, Inc. | 0.72% | Add +10.2% | 94,976 | $2.5M |
| Vistica Wealth Advisors, LLC | 2.50% | — | 94,939 | $2.5M |
| Aegis Wealth Management LLC | 1.39% | Add +14.5% | 92,854 | $2.5M |
| MML Investors Services, LLC | 0.01% | Add +7.7% | 92,751 | $2.5M |
| NewEdge Advisors, LLC | 0.01% | Reduce -4.8% | 89,278 | $2.4M |
| Keb Asset Management, LLC | 0.48% | Add +41.8% | 89,066 | $2.4M |
| Hill Investment Group Partners, LLC | 0.28% | Reduce -2.1% | 87,515 | $2.3M |
| Sage Rhino Capital LLC | 0.42% | Add +2.6% | 84,556 | $2.2M |
| D.A. Davidson & Co. | 0.01% | Add +9.7% | 84,207 | $2.2M |
| Avant Financial Advisors LLC | 1.59% | Add +0.4% | 83,853 | $2.2M |
| Orion Porfolio Solutions, LLC | 0.02% | Add +5.0% | 83,155 | $2.2M |
| Sensenig Capital Advisors, Inc | 2.22% | — | 82,669 | $2.2M |
| Sterling Wealth Advisors Inc | 1.26% | Add +34.0% | 79,018 | $2.1M |
| Wealthcare Advisory Partners LLC | 0.04% | Add +4.1% | 78,994 | $2.1M |
| Foundations Investment Advisors, LLC | 0.03% | Add +198.3% | 75,050 | $2.0M |
| Poinciana Advisors Group, LLC | 1.55% | Add +23.1% | 74,445 | $2.0M |
| Foundry Financial LLC | 1.03% | — | 74,089 | $2.0M |
| Focus Partners Advisor Solutions, LLC | 0.02% | Reduce -92.9% | 68,386 | $1.8M |
| Creative Planning | 0.00% | Add +8.3% | 67,355 | $1.8M |
| Morris Financial Concepts, Inc. | 0.62% | Add +10.8% | 67,111 | $1.8M |
| Wheels Up Wealth, Inc. | 1.64% | — | 66,476 | $1.8M |
| Raymond James Financial Inc. | 0.00% | Add +342.7% | 66,175 | $1.7M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.10% | Reduce -47.0% | 65,349 | $1.7M |
| SC&H Financial Advisors, Inc. | 0.27% | Add +2.0% | 65,321 | $1.7M |
| SageOak Financial, LLC | 1.24% | Add +5.8% | 64,925 | $1.7M |
| Three Arch Wealth Management LLC | 0.31% | — | 62,793 | $1.7M |
| Meritas Wealth Management, LLC | 0.79% | Add +0.0% | 62,327 | $1.6M |
| Optimus Capital Advisors, LLC | 0.95% | — | 61,147 | $1.6M |
| KFG Wealth Management, LLC | 0.21% | Add +16.5% | 59,914 | $1.6M |
| Silvia McColl Wealth Management, LLC | 1.03% | Reduce -0.8% | 58,409 | $1.5M |
| Tactive Advisors, LLC | 0.44% | Reduce -38.1% | 57,426 | $1.5M |
| W.H. Cornerstone Investments Inc. | 0.89% | Add +10.2% | 56,060 | $1.5M |
| Baker Tilly Wealth Management, LLC | 0.35% | Reduce -40.2% | 54,359 | $1.4M |
| Vantage Point Financial LLC | 0.50% | Add +19.1% | 53,429 | $1.4M |
| Abel Hall, LLC | 0.33% | Add +6.6% | 52,818 | $1.4M |
| BWM Planning, LLC | 0.37% | Add +5.8% | 52,679 | $1.4M |
| Ridgeline Wealth, LLC | 0.96% | Add +11.7% | 52,353 | $1.4M |
| Outbound Financial Inc | 1.08% | Add +7.7% | 52,272 | $1.4M |
| McNamara Financial Services, Inc. | 0.26% | Add +3.8% | 52,185 | $1.4M |
| Timonier Family Office, LTD. | 0.43% | Reduce -9.1% | 51,428 | $1.4M |
| Cyndeo Wealth Partners, LLC | 0.07% | Add +172.9% | 51,398 | $1.4M |
| marrick wealth, LLC | 1.10% | — | 50,896 | $1.3M |
| Market Street Wealth Management Advisors LLC | 0.20% | Reduce -3.8% | 49,593 | $1.3M |
| Captrust Financial Advisors | 0.00% | Reduce -11.0% | 49,447 | $1.3M |
| Park Avenue Securities LLC | 0.01% | Add +27.4% | 49,314 | $1.3M |
| Master's Wealth Management Inc. | 0.45% | Reduce -83.2% | 47,704 | $1.3M |
| Trust Co of the South | 0.20% | Reduce -45.3% | 47,633 | $1.3M |
| Geneos Wealth Management Inc. | 0.03% | Add +0.1% | 46,643 | $1.2M |
| Savvy Advisors, Inc. | 0.04% | Add +6.9% | 46,033 | $1.2M |
| Kestra Advisory Services, LLC | 0.01% | Add +16.7% | 45,799 | $1.2M |
| Cypress Point Wealth Management, LLC | 0.26% | Reduce -38.5% | 44,672 | $1.2M |
| Keyvantage Wealth, LLC | 0.49% | Add +16.2% | 43,383 | $1.1M |
| Tru Independence Asset Management 2, LLC | 0.69% | Add +12.2% | 41,689 | $1.1M |
| Integrated Wealth Concepts LLC | 0.01% | Add +13.0% | 41,642 | $1.1M |
| Stifel Financial Corp. | 0.00% | Reduce -1.5% | 41,396 | $1.1M |
| Quarry Hill Advisors, LLC | 0.50% | Add +9.8% | 40,775 | $1.1M |
| WorthPointe, LLC | 0.28% | Add +195.5% | 40,398 | $1.1M |
| Proficio Capital Partners LLC | 0.07% | New | 39,840 | $1.1M |
| E-Wealth Partners, LLC | 0.87% | — | 39,134 | $1.0M |
| Modera Wealth Management, LLC | 0.01% | Add +0.9% | 38,061 | $1.0M |
| Heritage Investment Group, Inc. | 0.15% | Reduce -8.6% | 36,460 | $963K |
| Red Lighthouse Investment Management, LLC | 0.34% | Add +485.8% | 35,452 | $937K |
| Amicus Financial Advisors, LLC | 0.26% | — | 35,129 | $928K |
| AQR Capital Management | 0.00% | Add +36.8% | 33,951 | $897K |
| Bay Harbor Wealth Management, LLC | 0.23% | Add +8.2% | 33,938 | $897K |
| Blue Trust, Inc. | 0.01% | Reduce -10.0% | 33,707 | $891K |
| Sutton Place Investors LLC | 0.47% | Add +11.1% | 32,235 | $852K |
| Equita Financial Network, Inc. | 0.25% | Add +6.4% | 31,457 | $831K |
| Mariner, LLC | 0.00% | Reduce -0.1% | 30,833 | $815K |
| Total Wealth Planning, LLC | 1.71% | Reduce -95.1% | 30,217 | $798K |
| Vise Technologies, Inc. | 0.02% | New | 29,809 | $788K |
| Root Financial Partners, LLC | 0.04% | Add +702.3% | 29,783 | $787K |
| KM Capital Management Ltd. | 0.40% | Reduce -49.0% | 29,670 | $784K |
| LJI Wealth Management, LLC | 0.12% | New | 29,214 | $772K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +152.8% | 28,942 | $765K |
| Cogent Private Wealth, Inc. | 0.57% | — | 28,279 | $747K |
| Core Wealth Management, Inc. | 0.23% | Add +5.9% | 28,026 | $740K |
| Signal Advisors Wealth, LLC | 0.06% | Add +11.4% | 27,348 | $723K |
| Abacus Wealth Partners, LLC | 0.07% | Add +1.8% | 27,305 | $721K |
| Mission Wealth Management, LP | 0.01% | Add +27.7% | 27,111 | $716K |
| D. E. Shaw & Co. | 0.00% | Add +88.2% | 26,968 | $712K |
| Acorn Wealth Advisors, LLC | 0.21% | Add +77.3% | 26,360 | $696K |
| SOL Capital Management CO | 0.06% | Reduce -0.6% | 25,985 | $687K |
| Firethorn Wealth Partners, LLC | 0.25% | Reduce -1.5% | 25,564 | $675K |
| Private Advisor Group, LLC | 0.00% | Reduce -21.0% | 25,247 | $667K |
| Smartleaf Asset Management LLC | 0.02% | Add +66.8% | 24,276 | $646K |
| Hutchinson Capital Management | 0.11% | Add +9.7% | 24,432 | $645K |
| MB Generational Wealth, LLC | 0.34% | Add +149.9% | 24,338 | $643K |
| Foundation Wealth Management, LLC\PA | 0.23% | Reduce -14.9% | 23,898 | $631K |
| Truist Financial Corp. | 0.00% | Reduce -0.2% | 23,728 | $627K |
| Shearwater Capital LLC | 0.36% | Add +9.2% | 23,538 | $622K |
| Diversify Wealth Management, LLC | 0.03% | Add +20.2% | 22,040 | $591K |
| Collective Family Office LLC | 0.13% | Add +17.7% | 22,095 | $584K |
| Seaside Wealth Management, Inc. | 0.16% | Reduce -4.1% | 21,569 | $570K |
| Equitable Holdings, Inc. | 0.00% | Add +12.0% | 21,386 | $565K |
| Aerodigm Wealth, LLC | 0.21% | Reduce -4.1% | 21,016 | $555K |
| Kane Co Wealth Management, Inc. | 0.49% | — | 20,872 | $551K |
| Foster Group, Inc. | 0.02% | Add +9.2% | 20,420 | $540K |
| Heffernan Advisory, Inc. | 0.51% | — | 20,130 | $532K |
| McGrath & Associates, Inc. | 0.73% | Reduce -14.2% | 19,490 | $515K |
| Tandemgrowth Financial Advisors LLC | 0.45% | — | 19,468 | $514K |
| Jackson Thornton Wealth Management, LLC | 0.05% | Add +0.1% | 19,318 | $514K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +1010.8% | 19,350 | $511K |
| Oath Planning, LLC | 0.50% | — | 19,298 | $510K |
| Austin Private Wealth, LLC | 0.04% | Add +4.5% | 19,009 | $502K |
| Ares Financial Consulting, LLC | 0.47% | — | 18,740 | $495K |
| Capstone Wealth Management, LLC | 0.36% | Add +8.2% | 18,674 | $493K |
| First Pacific Financial | 0.06% | Add +1.4% | 18,669 | $493K |
| Abacus Planning Group, Inc. | 0.06% | Add +18.4% | 18,190 | $481K |
| Morgan Stanley | 0.00% | Add +205.8% | 18,073 | $477K |
| VanderPol Investments L.L.C. | 0.90% | Add +39.3% | 17,763 | $469K |
| Great Valley Advisor Group, Inc. | 0.01% | Reduce -14.3% | 17,359 | $459K |
| Nwam LLC | 0.03% | Add +12.0% | 16,908 | $456K |
| Five Oceans Advisors | 0.16% | Add +37.5% | 17,171 | $454K |
| Leading Edge Financial Planning LLC | 0.10% | Add +7.1% | 16,763 | $443K |
| Live Oak Private Wealth LLC | 0.05% | Add +10.6% | 14,282 | $377K |
| First Command Advisory Services, Inc. | 0.00% | New | 14,170 | $374K |
| Cetera Investment Advisers | 0.00% | Reduce -18.7% | 14,159 | $374K |
| Client 1ST Advisory Group, LLC | 0.11% | Reduce -31.6% | 13,757 | $363K |
| Thrivent Financial for Lutherans | 0.00% | New | 13,511 | $357K |
| U.S. Capital Wealth Advisors, LLC | 0.01% | Add +2.0% | 13,511 | $357K |
| Hutchens & Kramer Investment Management Group, LLC | 0.12% | Reduce -44.2% | 13,445 | $355K |
| Essential Planning, LLC. | 0.11% | Add +43.4% | 13,439 | $355K |
| Dopkins Wealth Management, LLC | 0.14% | Add +41.8% | 13,412 | $354K |
| Two West Capital Advisors LLC | 0.20% | Add +4.1% | 13,196 | $349K |
| SouthState Bank Corp | 0.02% | New | 13,055 | $345K |
| Assetmark, Inc. | 0.00% | Reduce -7.7% | 12,896 | $341K |
| IFP Advisors, Inc | 0.01% | Add +1.1% | 12,652 | $334K |
| Approach Retirement Advisors, LLC | 0.29% | — | 12,527 | $331K |
| Summit Financial, LLC | 0.00% | New | 12,040 | $318K |
| Investmark Advisory Group LLC | 0.14% | Add +2.1% | 12,023 | $318K |
| MIdWestOne Financial Group, Inc. | 0.03% | No change | 11,800 | $312K |
| Donalies Financial Planning, LLC | 0.26% | — | 11,562 | $305K |
| Grunden Financial Advisory, Inc. | 0.12% | Add +3.0% | 11,535 | $305K |
| Broadhurst Jeffrey B | 0.31% | — | 11,196 | $296K |
| Susquehanna International Group, LLP | 0.00% | New | 11,164 | $295K |
| Simplicity Wealth,LLC | 0.02% | Add +3.4% | 11,042 | $292K |
| Triad Wealth Partners, LLC | 0.03% | Add +27.1% | 10,962 | $290K |
| Rehmann Capital Advisory Group | 0.02% | Add +2.6% | 10,947 | $289K |
| Invst, LLC | 0.03% | Add +21.1% | 10,862 | $287K |
| Citigroup Inc. | 0.00% | Add +24.8% | 10,821 | $286K |
| Squire Investment Management Company, LLC | 0.09% | Reduce -8.8% | 10,629 | $281K |
| Brown Advisory Inc. | 0.00% | No change | 10,439 | $276K |
| Vilga Financial Planning LLC | 0.25% | — | 9,728 | $257K |
| Vested Financial Planning, LLC | 0.19% | Reduce -5.3% | 9,349 | $247K |
| Wedmont Private Capital | 0.01% | New | 9,197 | $244K |
| Security Financial Services, INC. | 0.04% | Add +4.1% | 9,204 | $243K |
| Earned Wealth Advisors, LLC | 0.02% | Reduce -17.3% | 8,880 | $235K |
| GTS Securities LLC | 0.01% | Add +3.2% | 8,488 | $224K |
| IFG Advisors, LLC | 0.04% | Add +1.7% | 8,305 | $219K |
| Glass Jacobson Investment Advisors llc | 0.08% | Reduce -4.4% | 8,201 | $217K |
| Professional Financial Solutions LLC | 0.20% | — | 7,921 | $209K |
| HMV Wealth Advisors, LLC | 0.10% | No change | 7,875 | $208K |
| Brand Asset Management Group, Inc. | 0.06% | New | 7,661 | $202K |
| Wealth Enhancement Trust Services, Inc. | 0.02% | — | 6,002 | $159K |
| Washington Trust Advisors, Inc. | 0.01% | Add +1.2% | 5,657 | $149K |
| Wells Fargo & Company | 0.00% | Add +18.8% | 4,179 | $110K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +462.9% | 4,053 | $107K |
| Private Trust Co. NA | 0.01% | Add +50.0% | 3,000 | $79K |
| Keating Financial Advisory Services, Inc. | 0.01% | — | 2,771 | $73K |
| National Bank of Canada | 0.00% | Add +137.3% | 2,734 | $72K |
| MAI Capital Management | 0.00% | Reduce -0.2% | 2,616 | $69K |
| AE Wealth Management LLC | 0.00% | Add +7.5% | 2,259 | $60K |
| Redwood Park Advisors LLC | 0.03% | Add +148.9% | 1,889 | $50K |
| Nalls Sherbakoff Group, LLC | 0.04% | New | 1,876 | $50K |
| Fifth Third Bancorp | 0.00% | New | 1,753 | $46K |
| Signaturefd, LLC | 0.00% | New | 1,448 | $38K |
| Millstone Evans Group, LLC | 0.02% | Add +1.8% | 1,385 | $37K |
| FMR LLC | 0.00% | Reduce -8.0% | 1,216 | $32K |
| CNB Bank | 0.01% | No change | 1,200 | $32K |
| Colonial Trust Co / SC | 0.00% | Reduce -4.1% | 952 | $25K |
| HHM Wealth Advisors, LLC | 0.00% | No change | 935 | $25K |
| Blume Capital Management, Inc. | 0.00% | No change | 905 | $24K |
| Moisand Fitzgerald Tamayo, LLC | 0.00% | No change | 834 | $22K |
| Planning Project LLC | 0.01% | — | 783 | $21K |
| Parkside Financial Bank & Trust | 0.00% | No change | 779 | $21K |
| Larson Financial Group LLC | 0.00% | Add +53.8% | 755 | $20K |
| Concord Wealth Partners | 0.00% | Add +2.4% | 588 | $16K |
| Royal Bank of Canada | 0.00% | Reduce -46.5% | 503 | $13K |
| Jones Financial Companies LLLP | 0.00% | New | 378 | $10K |
| Elevate Wealth Advisory, Inc. | 0.01% | New | 299 | $8K |
| UBS Group AG | 0.00% | Reduce -89.6% | 282 | $7K |
| Strive Financial Group ,LLC | 0.00% | — | 252 | $7K |
| Strategic Wealth Partners, Ltd. | 0.00% | Reduce -75.9% | 215 | $6K |
| Elevation Wealth Partners, LLC | 0.00% | Add +2.5% | 209 | $6K |
| O'shaughnessy Asset Management, LLC | 0.00% | No change | 173 | $5K |
| Comerica Bank | 0.00% | Add +5.6% | 133 | $4K |
| Redmont Wealth Advisors LLC | 0.01% | No change | 128 | $3K |
| Quent Capital, LLC | 0.00% | New | 99 | $3K |
| Aptus Capital Advisors, LLC | 0.00% | No change | 96 | $3K |
| Vermillion & White Wealth Management Group, LLC | 0.00% | Add +40.0% | 63 | $2K |
| Mowery & Schoenfeld Wealth Management, LLC | 0.00% | New | 56 | $1K |
| Operose Advisors LLC | 0.00% | No change | 51 | $1K |
| BlackRock, Inc. | 0.00% | No change | 43 | $1K |
| Hazlett, Burt & Watson, Inc. | 0.00% | New | 46 | $1K |
| Exchange Traded Concepts, LLC | 0.00% | Reduce -35.5% | 20 | $528 |
| Key Capital Management, INC | 0.00% | — | 12 | $317 |
"% 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.