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 |
| LRI Investments, LLC | 0.30% | Reduce -1.6% | 127,832 | $3.4M |
| Northwest Wealth Management, LLC | 0.50% | Add +25.8% | 124,103 | $3.3M |
| Krilogy Financial LLC | 0.11% | Reduce -2.5% | 114,273 | $3.3M |
| Mercer Global Advisors Inc. | 0.00% | Add +5.7% | 119,652 | $3.2M |
| Claris Advisors, LLC / Mo / | 0.95% | Add +21.8% | 119,174 | $3.2M |
| Mosaic Family Wealth Partners, LLC | 0.32% | Reduce -8.5% | 117,504 | $3.1M |
| Mattern Wealth Management LLC | 0.59% | Add +5.2% | 114,599 | $3.0M |
| Cogent Strategic Wealth LLC | 3.11% | Add +1.8% | 113,828 | $3.0M |
| Burton Enright Welch | 0.40% | Reduce -0.3% | 110,996 | $3.0M |
| Wealth Advisors Northwest LLC | 1.23% | Add +8.6% | 110,206 | $2.9M |
| Chicago Partners Investment Group LLC | 0.07% | Add +0.5% | 102,694 | $2.9M |
| Stratos Investment Management, LLC | 0.12% | Add +5.4% | 107,915 | $2.9M |
| Longview Financial Advisors LLC | 1.56% | Add +6.5% | 107,883 | $2.9M |
| Yardley Wealth Management LLC | 1.47% | Add +11.3% | 107,880 | $2.9M |
| MML Investors Services, LLC | 0.01% | Add +12.6% | 104,439 | $2.8M |
| Porter White Investment Advisors, Inc. | 1.10% | Add +0.0% | 102,956 | $2.7M |
| Keb Asset Management, LLC | 0.52% | Add +14.0% | 101,572 | $2.7M |
| Sage Rhino Capital LLC | 0.50% | Add +18.2% | 99,972 | $2.7M |
| Sterling Wealth Management, Inc. | 0.72% | Add +4.4% | 99,167 | $2.6M |
| Foundry Financial LLC | 1.01% | Add +21.3% | 89,855 | $2.4M |
| Aegis Wealth Management LLC | 1.33% | Reduce -5.6% | 87,637 | $2.3M |
| Foundations Investment Advisors, LLC | 0.03% | Add +15.6% | 86,769 | $2.3M |
| D.A. Davidson & Co. | 0.01% | Add +2.4% | 86,244 | $2.3M |
| Sterling Wealth Advisors Inc | 1.31% | Add +0.1% | 79,101 | $2.3M |
| Sensenig Capital Advisors, Inc | 2.33% | Add +3.3% | 85,390 | $2.3M |
| Raymond James Financial Inc. | 0.00% | Add +28.8% | 85,198 | $2.3M |
| Avant Financial Advisors LLC | 1.59% | Add +1.5% | 85,077 | $2.3M |
| Orion Porfolio Solutions, LLC | 0.02% | Add +1.2% | 84,173 | $2.2M |
| Morris Financial Concepts, Inc. | 0.73% | Add +20.4% | 80,838 | $2.1M |
| NewEdge Advisors, LLC | 0.01% | Reduce -12.3% | 78,324 | $2.1M |
| Poinciana Advisors Group, LLC | 1.62% | Add +4.0% | 77,454 | $2.1M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.11% | Add +13.6% | 74,205 | $2.0M |
| Vistica Wealth Advisors, LLC | 1.89% | Reduce -24.7% | 71,495 | $1.9M |
| Hill Investment Group Partners, LLC | 0.21% | Reduce -18.5% | 71,311 | $1.9M |
| Meritas Wealth Management, LLC | 0.85% | Add +13.8% | 70,908 | $1.9M |
| Creative Planning | 0.00% | Add +4.5% | 70,354 | $1.9M |
| SC&H Financial Advisors, Inc. | 0.27% | Add +3.1% | 67,371 | $1.8M |
| First Command Advisory Services, Inc. | 0.01% | Add +372.2% | 66,905 | $1.8M |
| SageOak Financial, LLC | 1.25% | Add +2.5% | 66,544 | $1.8M |
| Baker Tilly Wealth Management, LLC | 0.41% | Add +18.1% | 64,207 | $1.7M |
| Wheels Up Wealth, Inc. | 1.58% | Reduce -4.9% | 63,195 | $1.7M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | New | 62,418 | $1.7M |
| CSP Financial Group, LLC | 1.64% | — | 60,428 | $1.6M |
| Silvia McColl Wealth Management, LLC | 1.06% | Add +3.5% | 60,427 | $1.6M |
| Park Avenue Securities LLC | 0.01% | Add +21.3% | 59,836 | $1.6M |
| Three Arch Wealth Management LLC | 0.28% | Reduce -5.5% | 59,359 | $1.6M |
| Tactive Advisors, LLC | 0.44% | Add +2.8% | 59,015 | $1.6M |
| Vantage Point Financial LLC | 0.54% | Add +8.7% | 58,059 | $1.5M |
| Outbound Financial Inc | 1.11% | Add +6.6% | 55,725 | $1.5M |
| Cyndeo Wealth Partners, LLC | 0.08% | Add +8.0% | 55,489 | $1.5M |
| Ridgeline Wealth, LLC | 1.05% | Add +5.7% | 55,358 | $1.5M |
| Optimus Capital Advisors, LLC | 0.87% | Reduce -9.7% | 55,200 | $1.5M |
| Savvy Advisors, Inc. | 0.04% | Add +19.1% | 54,844 | $1.5M |
| Amicus Financial Advisors, LLC | 0.40% | Add +55.5% | 54,633 | $1.5M |
| McNamara Financial Services, Inc. | 0.27% | Add +2.2% | 53,312 | $1.4M |
| Abel Hall, LLC | 0.30% | Add +0.0% | 52,837 | $1.4M |
| marrick wealth, LLC | 1.16% | Add +1.9% | 51,869 | $1.4M |
| Geneos Wealth Management Inc. | 0.03% | Add +11.1% | 51,802 | $1.4M |
| W.H. Cornerstone Investments Inc. | 0.86% | Reduce -8.0% | 51,597 | $1.4M |
| Kestra Advisory Services, LLC | 0.01% | Add +11.9% | 51,247 | $1.4M |
| Market Street Wealth Management Advisors LLC | 0.21% | Add +2.5% | 50,858 | $1.4M |
| Wealthcare Advisory Partners LLC | 0.02% | Reduce -39.1% | 48,105 | $1.3M |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +145.9% | 47,575 | $1.3M |
| D. E. Shaw & Co. | 0.00% | Add +76.3% | 47,552 | $1.3M |
| Keyvantage Wealth, LLC | 0.54% | Add +6.0% | 46,008 | $1.2M |
| Captrust Financial Advisors | 0.00% | Reduce -8.4% | 45,270 | $1.2M |
| Cerity Partners LLC | 0.00% | New | 44,981 | $1.2M |
| Tru Independence Asset Management 2, LLC | 0.72% | Add +5.9% | 44,133 | $1.2M |
| AQR Capital Management | 0.00% | Add +27.0% | 43,106 | $1.1M |
| Integrated Wealth Concepts LLC | 0.01% | Add +3.3% | 42,997 | $1.1M |
| Sutton Place Investors LLC | 0.62% | Add +32.9% | 42,826 | $1.1M |
| Red Lighthouse Investment Management, LLC | 0.38% | Add +20.1% | 42,596 | $1.1M |
| E-Wealth Partners, LLC | 0.92% | Add +8.7% | 42,544 | $1.1M |
| AA Financial Advisors, LLC | 0.16% | New | 42,437 | $1.1M |
| WorthPointe, LLC | 0.31% | Add +5.0% | 42,403 | $1.1M |
| Heritage Investment Group, Inc. | 0.17% | Add +13.1% | 41,222 | $1.1M |
| Root Financial Partners, LLC | 0.05% | Add +36.1% | 40,526 | $1.1M |
| Master's Wealth Management Inc. | 0.36% | Reduce -15.1% | 40,498 | $1.1M |
| Quarry Hill Advisors, LLC | 0.44% | Reduce -9.2% | 37,034 | $1.1M |
| Bay Harbor Wealth Management, LLC | 0.27% | Add +16.6% | 39,577 | $1.1M |
| Stifel Financial Corp. | 0.00% | Reduce -6.8% | 38,585 | $1.0M |
| Merit Financial Group, LLC | 0.01% | New | 38,514 | $1.0M |
| Proficio Capital Partners LLC | 0.05% | Reduce -3.8% | 38,320 | $1.0M |
| Brand Asset Management Group, Inc. | 0.26% | Add +389.7% | 37,514 | $997K |
| Modera Wealth Management, LLC | 0.01% | Reduce -1.8% | 37,377 | $993K |
| Cypress Point Wealth Management, LLC | 0.20% | Reduce -20.0% | 35,734 | $950K |
| Core Wealth Management, Inc. | 0.29% | Add +25.3% | 35,129 | $934K |
| Blue Trust, Inc. | 0.01% | Add +1.9% | 34,362 | $913K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +15.8% | 33,500 | $890K |
| Acorn Wealth Advisors, LLC | 0.26% | Add +26.4% | 33,325 | $886K |
| Mission Wealth Management, LP | 0.02% | Add +21.1% | 32,825 | $873K |
| Equita Financial Network, Inc. | 0.26% | Add +0.1% | 31,498 | $837K |
| Cogent Private Wealth, Inc. | 0.57% | Add +5.8% | 29,910 | $795K |
| Vise Technologies, Inc. | 0.02% | No change | 29,809 | $788K |
| Abacus Planning Group, Inc. | 0.10% | Add +61.1% | 29,298 | $779K |
| Signal Advisors Wealth, LLC | 0.05% | Add +3.8% | 28,383 | $754K |
| Hutchinson Capital Management | 0.14% | Add +15.6% | 28,246 | $751K |
| Mariner, LLC | 0.00% | Reduce -9.5% | 27,897 | $742K |
| KM Capital Management Ltd. | 0.49% | Reduce -13.9% | 25,546 | $735K |
| BWM Planning, LLC | 0.19% | Reduce -47.7% | 27,542 | $732K |
| Virtu Financial LLC | 0.03% | New | 27,213 | $723K |
| Diversify Wealth Management, LLC | 0.01% | Add +15.3% | 25,415 | $721K |
| Ares Financial Consulting, LLC | 0.54% | Add +38.0% | 25,866 | $692K |
| Private Advisor Group, LLC | 0.00% | Add +1.4% | 25,610 | $681K |
| Firethorn Wealth Partners, LLC | 0.25% | Reduce -1.5% | 25,179 | $669K |
| Shearwater Capital LLC | 0.35% | Add +5.4% | 24,815 | $660K |
| MB Generational Wealth, LLC | 0.36% | Add +1.7% | 24,744 | $658K |
| Abacus Wealth Partners, LLC | 0.06% | Reduce -10.0% | 24,581 | $653K |
| UBS Group AG | 0.00% | Add +8489.0% | 24,221 | $644K |
| Foster Group, Inc. | 0.02% | Add +18.0% | 24,103 | $641K |
| Smartleaf Asset Management LLC | 0.02% | Reduce -1.5% | 23,904 | $625K |
| Leading Edge Financial Planning LLC | 0.13% | Add +39.5% | 23,392 | $622K |
| Kane Co Wealth Management, Inc. | 0.52% | Add +11.4% | 23,248 | $618K |
| Collective Family Office LLC | 0.13% | Add +1.1% | 22,333 | $594K |
| First Pacific Financial | 0.08% | Add +19.1% | 22,237 | $591K |
| Tandemgrowth Financial Advisors LLC | 0.56% | Add +14.1% | 22,212 | $590K |
| Heffernan Advisory, Inc. | 0.54% | Add +9.0% | 21,944 | $583K |
| Seaside Wealth Management, Inc. | 0.16% | Add +0.1% | 21,582 | $574K |
| Capstone Wealth Management, LLC | 0.40% | Add +15.4% | 21,559 | $573K |
| Equitable Holdings, Inc. | 0.00% | Add +0.7% | 21,535 | $569K |
| Oath Planning, LLC | 0.50% | Add +9.8% | 21,197 | $563K |
| Aerodigm Wealth, LLC | 0.21% | Reduce -0.2% | 20,977 | $558K |
| Truist Financial Corp. | 0.00% | Reduce -14.1% | 20,375 | $542K |
| Jackson Thornton Wealth Management, LLC | 0.05% | Add +0.0% | 19,326 | $541K |
| Live Oak Private Wealth LLC | 0.07% | Add +34.8% | 19,257 | $512K |
| Great Valley Advisor Group, Inc. | 0.01% | Add +9.3% | 18,975 | $504K |
| Foundation Wealth Management, LLC\PA | 0.16% | Reduce -26.6% | 17,533 | $466K |
| Five Oceans Advisors | 0.16% | Reduce -0.5% | 17,091 | $454K |
| Essential Planning, LLC. | 0.14% | Add +23.8% | 16,639 | $442K |
| Navigate Wealth Management, LLC | 0.30% | — | 14,909 | $425K |
| Morgan Stanley | 0.00% | Reduce -12.2% | 15,865 | $422K |
| Citigroup Inc. | 0.00% | Add +46.5% | 15,855 | $421K |
| Nwam LLC | 0.02% | Reduce -13.3% | 14,652 | $389K |
| Two West Capital Advisors LLC | 0.20% | Add +1.4% | 13,387 | $380K |
| Signaturefd, LLC | 0.01% | Add +855.4% | 13,834 | $368K |
| McGrath & Associates, Inc. | 0.54% | Reduce -29.1% | 13,828 | $368K |
| Cetera Investment Advisers | 0.00% | Reduce -3.1% | 13,723 | $365K |
| IFP Advisors, Inc | 0.01% | Add +7.0% | 13,531 | $360K |
| Hutchens & Kramer Investment Management Group, LLC | 0.11% | Reduce -0.9% | 13,328 | $354K |
| Mills Wealth Advisors LLC | 0.12% | New | 13,290 | $353K |
| U.S. Capital Wealth Advisors, LLC | 0.01% | Reduce -3.5% | 13,038 | $347K |
| SouthState Bank Corp | 0.02% | Reduce -0.6% | 12,977 | $345K |
| Assetmark, Inc. | 0.00% | Reduce -1.7% | 12,679 | $337K |
| Approach Retirement Advisors, LLC | 0.28% | Add +0.9% | 12,639 | $336K |
| KFG Wealth Management, LLC | 0.04% | Reduce -79.0% | 12,594 | $335K |
| Triad Wealth Partners, LLC | 0.03% | Add +14.3% | 12,526 | $333K |
| Wealth Enhancement Trust Services, Inc. | 0.04% | Add +108.2% | 12,495 | $332K |
| Broadhurst Jeffrey B | 0.34% | Add +10.2% | 12,335 | $328K |
| Investmark Advisory Group LLC | 0.14% | Add +1.6% | 12,219 | $325K |
| Nicolet Bankshares Inc. | 0.01% | New | 12,000 | $319K |
| Choreo, LLC | 0.00% | New | 11,947 | $318K |
| Brookstone Capital Management | 0.00% | New | 11,915 | $317K |
| Donalies Financial Planning, LLC | 0.27% | Add +2.2% | 11,820 | $314K |
| Simplicity Wealth,LLC | 0.02% | Add +6.1% | 11,716 | $311K |
| Client 1ST Advisory Group, LLC | 0.09% | Reduce -14.9% | 11,704 | $311K |
| Dopkins Wealth Management, LLC | 0.12% | Reduce -13.5% | 11,601 | $308K |
| Invst, LLC | 0.03% | Add +5.7% | 11,483 | $305K |
| Wedmont Private Capital | 0.01% | Add +17.0% | 10,759 | $298K |
| Summit Financial, LLC | 0.00% | Reduce -7.6% | 11,127 | $296K |
| Rehmann Capital Advisory Group | 0.01% | Reduce -1.0% | 10,834 | $288K |
| HRT Financial LP | 0.00% | New | 10,766 | $286K |
| Squire Investment Management Company, LLC | 0.08% | Add +0.6% | 10,688 | $284K |
| Vested Financial Planning, LLC | 0.21% | Add +10.4% | 10,324 | $274K |
| Security Financial Services, INC. | 0.04% | Add +11.9% | 10,299 | $274K |
| Vilga Financial Planning LLC | 0.23% | No change | 9,728 | $259K |
| Larry Mathis Financial Planning, LLC | 0.22% | New | 9,429 | $251K |
| Selective Wealth Management, Inc. | 0.07% | New | 8,636 | $245K |
| Earned Wealth Advisors, LLC | 0.02% | No change | 8,880 | $236K |
| Fidelis Capital Partners, LLC | 0.02% | New | 8,500 | $226K |
| IFG Advisors, LLC | 0.04% | Add +0.0% | 8,306 | $221K |
| CreativeOne Wealth, LLC | 0.01% | New | 8,253 | $219K |
| HMV Wealth Advisors, LLC | 0.10% | Add +2.9% | 8,100 | $215K |
| Professional Financial Solutions LLC | 0.19% | No change | 7,921 | $211K |
| Canvas Wealth Advisors, LLC | 0.04% | New | 7,841 | $208K |
| Xcelsior Advisor Partners LLC | 0.08% | New | 7,734 | $206K |
| Glass Jacobson Investment Advisors llc | 0.07% | Reduce -9.4% | 7,433 | $198K |
| Washington Trust Advisors, Inc. | 0.01% | Add +11.7% | 6,320 | $168K |
| Keating Financial Advisory Services, Inc. | 0.03% | Add +113.7% | 5,921 | $157K |
| Ashton Thomas Private Wealth, LLC | 0.00% | New | 4,804 | $128K |
| Elevate Wealth Advisory, Inc. | 0.08% | Add +1487.6% | 4,747 | $126K |
| 3 Factor Indexing, LLC | 0.12% | — | 4,662 | $124K |
| Wells Fargo & Company | 0.00% | Reduce -2.9% | 4,059 | $108K |
| Advisory Services Network, LLC | 0.00% | New | 3,819 | $102K |
| Rachor Investment Advisory Services, LLC | 0.05% | New | 3,454 | $92K |
| Private Trust Co. NA | 0.01% | No change | 3,000 | $85K |
| National Bank of Canada | 0.00% | No change | 2,734 | $74K |
| Angeles Wealth Management, LLC | 0.00% | New | 2,699 | $72K |
| Reyes Financial Architecture, Inc. | 0.05% | New | 2,462 | $65K |
| AE Wealth Management LLC | 0.00% | Add +8.9% | 2,461 | $65K |
| FMR LLC | 0.00% | Add +63.0% | 1,982 | $53K |
| Redwood Park Advisors LLC | 0.04% | Add +0.2% | 1,893 | $50K |
| Nalls Sherbakoff Group, LLC | 0.04% | No change | 1,876 | $50K |
| Fifth Third Bancorp | 0.00% | Reduce -18.8% | 1,423 | $38K |
| Millstone Evans Group, LLC | 0.02% | Add +0.1% | 1,387 | $37K |
| CNB Bank | 0.01% | No change | 1,200 | $32K |
| Colonial Trust Co / SC | 0.00% | Add +20.7% | 1,149 | $31K |
| HHM Wealth Advisors, LLC | 0.00% | No change | 935 | $25K |
| Topsail Wealth Management, LLC | 0.00% | New | 908 | $24K |
| Arlington Trust Co LLC | 0.00% | New | 908 | $24K |
| Blume Capital Management, Inc. | 0.00% | No change | 905 | $24K |
| Royal Bank of Canada | 0.00% | Add +78.5% | 898 | $24K |
| Moisand Fitzgerald Tamayo, LLC | 0.00% | No change | 834 | $22K |
| IFG Advisory, LLC | 0.06% | New | 808 | $21K |
| Parkside Financial Bank & Trust | 0.00% | No change | 779 | $21K |
| Larson Financial Group LLC | 0.00% | Reduce -0.7% | 750 | $20K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +266.5% | 634 | $17K |
| Strategic Investment Solutions, Inc. | 0.00% | New | 606 | $16K |
| Operose Advisors LLC | 0.00% | Add +1051.0% | 587 | $16K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -87.0% | 528 | $14K |
| Ascentis Independent Advisors | 0.00% | New | 280 | $7K |
| Strive Financial Group ,LLC | 0.00% | No change | 252 | $7K |
| CoreCap Advisors, LLC | 0.00% | Add +0.0% | 263 | $7K |
| Strategic Wealth Partners, Ltd. | 0.00% | No change | 215 | $6K |
| Elevation Wealth Partners, LLC | 0.00% | Add +0.5% | 210 | $6K |
| Aptus Capital Advisors, LLC | 0.00% | Add +33.3% | 128 | $3K |
| BlackRock, Inc. | 0.00% | No change | 43 | $1K |
| Key Capital Management, INC | 0.00% | Reduce -16.7% | 10 | $266 |
"% 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.