Dim Global Real Estate ETFDFGRETF
13F holders, Q1 2026 (March 31)317holders +3
27new positions
16sold out
2famous investors
$26.60avg. 13F price*
At the end of Q1 2026, 317 institutions reported holding Dim Global Real Estate ETF (DFGR) in their 13F filings, up 3 from Q4 2025. 27 opened new positions and 16 sold out. The largest holders were Forum Financial Management, LP ($465.7M), Savant Capital, LLC ($338.9M) and JMG Financial Group, Ltd. ($168.6M). 2 famous investors held it, including 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 (Q1 2026)
- CUSIP
- 25434V658
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 27 | $19.0M |
| Exits | 16 | $17.7M |
All 13F filers, Q4 2025 → Q1 2026: 10,483,267 shares bought and 2,140,201 shares sold, net +8,343,066 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 317 holders
| Forum Financial Management, LP | 6.59% | Add +5.3% | 17,521,862 | $465.7M |
| Savant Capital, LLC | 1.64% | Add +22.1% | 12,749,013 | $338.9M |
| JMG Financial Group, Ltd. | 4.64% | Add +11.3% | 6,344,111 | $168.6M |
| Focus Partners Wealth | 0.12% | Add +1.7% | 4,074,640 | $108.3M |
| Brighton Jones LLC | 1.64% | Add +7.2% | 2,798,216 | $74.4M |
| TCI Wealth Advisors, Inc. | 3.93% | Add +4.9% | 2,784,684 | $74.0M |
| Wealthspire Advisors, LLC | 0.58% | Add +0.5% | 2,755,256 | $73.2M |
| LifeGuide Financial Advisors, LLC | 21.33% | Add +4.0% | 2,509,620 | $66.7M |
| DiNuzzo Private Wealth, Inc. | 5.27% | Add +1.3% | 1,839,517 | $48.9M |
| Focus Partners Advisor Solutions, LLC | 0.47% | Add +2498.6% | 1,777,101 | $47.0M |
| Maseco LLP | 1.30% | Add +5.8% | 1,556,109 | $41.3M |
| LPL Financial LLC | 0.01% | Add +4.4% | 1,218,381 | $32.4M |
| Rather & Kittrell, Inc. | 4.55% | Add +7.8% | 1,109,900 | $29.5M |
| Summit Financial Strategies, Inc. | 2.22% | Add +10.9% | 1,062,100 | $28.2M |
| Rockwood Wealth Management, LLC | 1.92% | Add +11.7% | 1,006,511 | $26.8M |
| WPWealth LLP | 3.91% | Add +3.4% | 963,275 | $25.6M |
| Financial Plan, Inc. | 2.64% | Add +8.9% | 927,539 | $24.7M |
| Wescott Financial Advisory Group, LLC | 2.12% | Reduce -6.7% | 908,162 | $24.1M |
| Guardian Wealth Management, LLC | 7.30% | Add +3.6% | 905,321 | $24.1M |
| Creative Capital Management Investments LLC | 6.85% | Add +11.6% | 898,626 | $23.9M |
| Great Waters Wealth Management | 2.50% | Add +6.9% | 888,367 | $23.6M |
| Index Fund Advisors, Inc. | 1.05% | Add +2.9% | 881,680 | $23.4M |
| Verisail Partners, LLC | 9.30% | Add +2.1% | 862,304 | $22.9M |
| OneDigital Investment Advisors LLC | 0.21% | Add +2.2% | 820,150 | $21.8M |
| Beacon Pointe Advisors, LLC | 0.11% | Reduce -11.1% | 813,973 | $21.6M |
| Cwm, LLC | 0.05% | Add +21.6% | 705,922 | $18.8M |
| RS Crum Inc. | 3.42% | Add +3.8% | 665,326 | $17.7M |
| Quantum Financial Advisors, LLC | 1.93% | Reduce -1.4% | 646,029 | $17.2M |
| Wealth Management Nebraska | 1.67% | Add +10.2% | 620,513 | $16.5M |
| Integris Wealth Management, LLC | 3.73% | Add +2.7% | 610,267 | $16.2M |
| Private Wealth Management Group, LLC | 4.24% | Add +6.8% | 608,166 | $16.2M |
| Jane Street Group, LLC | 0.02% | Add +197.1% | 601,668 | $16.0M |
| Corient Private Wealth LP | 0.02% | Reduce -14.6% | 583,571 | $15.5M |
| Level Financial Advisors | 3.95% | Add +9.9% | 582,284 | $15.5M |
| Evanson Asset Management, LLC | 0.80% | Add +24.8% | 562,453 | $15.0M |
| Planning Center, Inc. | 1.47% | Reduce -0.4% | 547,107 | $14.5M |
| Aspen Capital Management, LLC | 3.60% | Add +1.0% | 546,636 | $14.5M |
| Syverson Strege & Co | 3.04% | Add +0.1% | 476,086 | $12.7M |
| Geometric Wealth Advisors | 1.48% | Add +5.0% | 444,723 | $11.8M |
| Commonwealth Equity Services, LLC | 0.02% | Add +4.8% | 439,043 | $11.7M |
| Harbour Investments, Inc. | 0.18% | Add +31.9% | 434,842 | $11.6M |
| Vestmark Advisory Solutions, Inc. | 0.12% | Add +37.5% | 411,583 | $10.9M |
| Sprinkle Financial Consultants LLC | 4.62% | Add +5.4% | 375,364 | $10.0M |
| Elser Financial Planning, Inc | 0.47% | New | 364,322 | $9.7M |
| Apella Capital, LLC | 0.14% | Add +2.0% | 330,207 | $9.6M |
| Bridge Generations Wealth Management LLC | 5.48% | Add +3.4% | 359,686 | $9.6M |
| American Investment Services, Inc. | 2.13% | Add +7.2% | 358,613 | $9.5M |
| XY Planning Network, Inc. | 1.48% | Add +11.7% | 346,201 | $9.3M |
| Allworth Financial LP | 0.04% | Add +79.4% | 338,740 | $9.0M |
| Envestnet Asset Management Inc. | 0.00% | Add +24.4% | 336,697 | $8.9M |
| Awm Capital, LLC | 0.80% | Add +4.2% | 333,037 | $8.9M |
| SJS Investment Consulting Inc. | 1.07% | Add +10.7% | 329,549 | $8.8M |
| North Ridge Wealth Advisors, Inc. | 4.70% | Add +7.3% | 314,570 | $8.4M |
| REAP Financial Group, LLC | 1.65% | Add +12.4% | 314,019 | $8.3M |
| Great Lakes Advisors, LLC | 0.06% | Add +118.9% | 274,860 | $7.3M |
| RFG Advisory, LLC | 0.13% | Reduce -3.4% | 273,464 | $7.3M |
| Wealth Architects, LLC | 0.64% | Add +4.1% | 269,415 | $7.2M |
| McLean Asset Management Corp | 1.24% | Add +81.1% | 267,340 | $7.1M |
| GeoWealth Management, LLC | 0.25% | Add +11.2% | 263,669 | $7.0M |
| Arax Advisory Partners | 0.19% | Reduce -65.6% | 256,897 | $6.8M |
| Burk Holdings LLC | 2.90% | Add +7.1% | 254,363 | $6.8M |
| Peirce Capital Management, LLC | 2.63% | Add +0.6% | 253,023 | $6.7M |
| CogentBlue Wealth Advisors, LLC | 4.38% | No change | 245,059 | $6.5M |
| Tilson Financial Group, Inc. | 1.95% | Add +8.6% | 244,197 | $6.5M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Reduce -16.8% | 235,644 | $6.4M |
| Sterling Financial Planning, Inc. | 1.85% | Add +7.2% | 235,258 | $6.3M |
| AdvisorNet Financial, Inc | 0.30% | Add +6.0% | 215,422 | $5.7M |
| Henrickson Nauta Wealth Advisors, Inc. | 1.60% | Reduce -37.8% | 214,005 | $5.7M |
| Forum Private Client Group LLC | 1.87% | Add +9.9% | 211,347 | $5.6M |
| Parkshore Wealth Management, Inc. | 1.87% | Reduce -27.0% | 210,980 | $5.6M |
| HFM Investment Advisors, LLC | 2.10% | Add +10.5% | 205,466 | $5.5M |
| Greenspring Advisors, LLC | 0.33% | Add +8.6% | 204,167 | $5.4M |
| New Dimensions Wealth Management, LLC | 4.47% | Add +2.1% | 197,838 | $5.3M |
| Shotwell Rutter Baer Inc | 3.05% | Add +5.2% | 195,171 | $5.2M |
| Parkwoods Wealth Partners, LLC | 1.27% | Add +72.1% | 194,292 | $5.2M |
| Vawter Financial, Ltd. | 2.15% | Add +4.5% | 192,335 | $5.1M |
| Ruedi Wealth Management, Inc. | 1.31% | Add +10.1% | 190,966 | $5.1M |
| New Capital Management LP | 1.25% | Add +28.3% | 190,634 | $5.1M |
| Lam Group, Inc. | 2.75% | Reduce -7.1% | 188,110 | $5.0M |
| AlTi Global, Inc. | 0.10% | No change | 179,651 | $4.8M |
| Integrity Advisory Solutions, LLC | 0.63% | Add +12.1% | 178,855 | $4.8M |
| Clarity Wealth Development LLC | 3.87% | Add +4.1% | 178,255 | $4.7M |
| JDH Wealth Management, LLC | 3.17% | Add +5.1% | 176,715 | $4.7M |
| von Borstel & Associates, Inc. | 1.07% | Add +3.1% | 176,632 | $4.7M |
| Balanced Rock Investment Advisors LLC | 3.28% | Add +2.7% | 175,769 | $4.7M |
| Financial Engines Advisors L.L.C. | 0.01% | Reduce -34.4% | 172,186 | $4.6M |
| Spire Wealth Management | 0.16% | Add +12.9% | 171,325 | $4.6M |
| EP Wealth Advisors, LLC | 0.02% | Reduce -18.4% | 169,563 | $4.5M |
| Colorado Capital Management, Inc. | 1.65% | Add +8.0% | 166,463 | $4.4M |
| Pathstone Holdings, LLC | 0.02% | Reduce -1.2% | 165,547 | $4.4M |
| Farther Finance Advisors, LLC | 0.04% | Add +6.8% | 164,068 | $4.4M |
| EverSource Wealth Advisors, LLC | 0.13% | Reduce -12.8% | 163,087 | $4.3M |
| JPMorgan Chase & Co. | 0.00% | Add +0.3% | 161,710 | $4.2M |
| Cherry Tree Wealth Management, LLC | 0.89% | Add +4.6% | 157,447 | $4.2M |
| Cooper/Haims Advisors, LLC | 1.91% | Add +4.1% | 152,889 | $4.1M |
| Vestia Personal Wealth Advisors | 1.86% | Add +20.9% | 149,240 | $4.0M |
| Osaic Holdings, Inc. | 0.01% | Reduce -4.3% | 147,038 | $3.9M |
| Integrity Alliance, Llc. | 0.15% | Add +5.1% | 146,346 | $3.9M |
| Betterment LLC | 0.01% | Add +2.4% | 144,297 | $3.8M |
| Physician Wealth Solutions Inc. | 1.53% | Add +37.3% | 139,040 | $3.7M |
"% 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.