Dim Global Real Estate ETFDFGRETF
13F holders, Q2 2026 (June 30)341holders +24
32new positions
9sold out
2famous investors
$28.98avg. 13F price*
At the end of Q2 2026, 341 institutions reported holding Dim Global Real Estate ETF (DFGR) in their 13F filings, up 24 from Q1 2026. 32 opened new positions and 9 sold out. The largest holders were Forum Financial Management, LP ($521.5M), Savant Capital, LLC ($444.6M) and JMG Financial Group, Ltd. ($194.4M). 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 (Q2 2026)
- CUSIP
- 25434V658
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 32 | $24.6M |
| Exits | 9 | $6.2M |
All 13F filers, Q1 2026 → Q2 2026: 8,443,279 shares bought and 1,962,396 shares sold, net +6,480,883 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 341 holders
| Forum Financial Management, LP | 6.70% | Add +2.7% | 17,999,719 | $521.5M |
| Savant Capital, LLC | 1.31% | Add +20.4% | 15,348,111 | $444.6M |
| JMG Financial Group, Ltd. | 4.70% | Add +5.8% | 6,710,457 | $194.4M |
| Focus Partners Wealth | 0.12% | Reduce -2.9% | 3,958,658 | $114.7M |
| Brighton Jones LLC | 1.63% | Add +8.3% | 3,030,424 | $87.8M |
| TCI Wealth Advisors, Inc. | 3.52% | Add +0.8% | 2,805,784 | $81.3M |
| Wealthspire Advisors, LLC | 0.44% | Add +0.8% | 2,777,041 | $80.5M |
| LifeGuide Financial Advisors, LLC | 21.40% | Add +3.4% | 2,593,868 | $75.1M |
| Focus Partners Advisor Solutions, LLC | 0.53% | Add +22.0% | 2,168,246 | $62.8M |
| DiNuzzo Private Wealth, Inc. | 5.28% | Add +0.3% | 1,844,046 | $53.4M |
| Maseco LLP | 1.31% | Add +3.4% | 1,609,286 | $46.6M |
| LPL Financial LLC | 0.01% | Add +6.7% | 1,299,964 | $37.7M |
| Rather & Kittrell, Inc. | 4.83% | Add +7.5% | 1,193,486 | $34.6M |
| Rockwood Wealth Management, LLC | 2.11% | Add +14.5% | 1,152,153 | $33.4M |
| Summit Financial Strategies, Inc. | 2.27% | Add +5.1% | 1,116,692 | $32.4M |
| Creative Capital Management Investments LLC | 7.00% | Add +16.6% | 1,047,552 | $30.3M |
| Financial Plan, Inc. | 2.77% | Add +8.5% | 1,006,202 | $29.1M |
| Great Waters Wealth Management | 2.55% | Add +7.1% | 951,736 | $27.6M |
| WPWealth LLP | 3.99% | Reduce -3.7% | 927,899 | $26.9M |
| Guardian Wealth Management, LLC | 7.41% | Add +0.8% | 912,517 | $26.4M |
| Wescott Financial Advisory Group, LLC | 2.02% | Reduce -1.0% | 898,892 | $26.0M |
| Verisail Partners, LLC | 9.35% | Add +0.9% | 870,403 | $25.2M |
| OneDigital Investment Advisors LLC | 0.20% | Add +0.8% | 827,005 | $24.0M |
| Index Fund Advisors, Inc. | 0.94% | Reduce -7.1% | 819,333 | $23.7M |
| RS Crum Inc. | 3.66% | Add +1.4% | 674,314 | $19.5M |
| Beacon Pointe Advisors, LLC | 0.09% | Reduce -18.3% | 665,263 | $19.3M |
| Wealth Management Nebraska | 1.71% | Add +6.3% | 659,883 | $19.1M |
| Quantum Financial Advisors, LLC | 1.87% | Add +1.2% | 653,829 | $18.9M |
| Integris Wealth Management, LLC | 3.78% | Add +6.0% | 646,737 | $18.7M |
| Envestnet Asset Management Inc. | 0.00% | Add +87.5% | 631,263 | $18.3M |
| Private Wealth Management Group, LLC | 4.16% | Add +1.7% | 618,649 | $17.9M |
| Level Financial Advisors | 4.00% | Add +6.2% | 618,117 | $17.9M |
| Evanson Financial, LLC | 0.81% | — | 574,362 | $16.6M |
| Aspen Capital Management, LLC | 3.54% | Add +1.3% | 553,939 | $16.0M |
| Planning Center, Inc. | 1.51% | Add +0.9% | 551,990 | $16.0M |
| Awm Capital, LLC | 1.21% | Add +56.1% | 519,832 | $15.1M |
| Syverson Strege & Co | 3.02% | Add +0.5% | 478,322 | $13.9M |
| Harbour Investments, Inc. | 0.18% | Add +8.2% | 470,460 | $13.6M |
| Geometric Wealth Advisors | 1.46% | Add +4.7% | 465,667 | $13.5M |
| Wealth Enhancement Advisory Services, LLC | 0.02% | Add +93.5% | 455,872 | $13.3M |
| Commonwealth Equity Services, LLC | 0.02% | Add +4.1% | 457,141 | $13.2M |
| McLean Asset Management Corp | 1.70% | Add +61.0% | 430,559 | $12.8M |
| Allworth Financial LP | 0.05% | Add +26.5% | 428,449 | $12.4M |
| Flow Traders U.S. LLC | 0.49% | New | 405,981 | $11.8M |
| American Investment Services, Inc. | 2.37% | Add +7.8% | 386,559 | $11.2M |
| SJS Investment Consulting Inc. | 1.19% | Add +14.9% | 378,778 | $11.0M |
| Sprinkle Financial Consultants LLC | 4.30% | Add +0.8% | 378,545 | $11.0M |
| XY Planning Network, Inc. | 1.36% | Add +8.1% | 374,316 | $10.8M |
| Bridge Generations Wealth Management LLC | 5.46% | Add +2.9% | 370,107 | $10.7M |
| Vestmark Advisory Solutions, Inc. | 0.10% | Reduce -10.9% | 366,862 | $10.6M |
| Great Lakes Advisors, LLC | 0.08% | Add +29.3% | 355,274 | $10.3M |
| Elser Financial Planning, Inc | 0.44% | Reduce -3.0% | 353,220 | $10.2M |
| REAP Financial Group, LLC | 1.75% | Add +12.5% | 353,217 | $10.2M |
| Apella Capital, LLC | 0.14% | Add +3.8% | 342,804 | $10.1M |
| First Command Advisory Services, Inc. | 0.06% | Add +379.5% | 320,787 | $9.3M |
| Burk Holdings LLC | 3.08% | Add +13.0% | 287,421 | $8.3M |
| Wealth Architects, LLC | 0.65% | Add +5.5% | 284,328 | $8.2M |
| RFG Advisory, LLC | 0.13% | Add +2.3% | 279,726 | $8.1M |
| CogentBlue Wealth Advisors, LLC | 4.28% | Add +5.3% | 258,053 | $7.5M |
| GeoWealth Management, LLC | 0.23% | Reduce -2.6% | 256,697 | $7.4M |
| Tilson Financial Group, Inc. | 2.04% | Add +5.1% | 256,643 | $7.4M |
| Sterling Financial Planning, Inc. | 1.95% | Add +5.1% | 247,263 | $7.2M |
| Peirce Capital Management, LLC | 2.59% | Reduce -3.5% | 244,292 | $7.1M |
| Arax Advisory Partners | 0.05% | Reduce -5.6% | 242,418 | $7.0M |
| Parkwoods Wealth Partners, LLC | 1.10% | Add +22.1% | 237,237 | $6.9M |
| AdvisorNet Financial, Inc | 0.30% | Add +4.2% | 224,553 | $6.5M |
| Forum Private Client Group LLC | 1.91% | Add +4.6% | 221,089 | $6.4M |
| Henrickson Nauta Wealth Advisors, Inc. | 1.47% | Reduce -2.4% | 208,828 | $6.0M |
| Greenspring Advisors, LLC | 0.34% | Add +2.3% | 208,803 | $6.0M |
| New Dimensions Wealth Management, LLC | 4.46% | Add +3.1% | 203,933 | $5.9M |
| Platform Wealth Management, LLC | 2.14% | — | 201,799 | $5.8M |
| Vawter Financial, Ltd. | 2.19% | Add +4.2% | 200,438 | $5.8M |
| Ruedi Wealth Management, Inc. | 1.36% | Add +4.6% | 199,828 | $5.8M |
| Corient Private Wealth LP | 0.01% | Reduce -65.8% | 199,437 | $5.8M |
| Osaic Holdings, Inc. | 0.01% | Add +35.5% | 199,311 | $5.8M |
| HFM Investment Advisors, LLC | 2.02% | Reduce -3.1% | 199,061 | $5.8M |
| Integrity Advisory Solutions, LLC | 0.59% | Add +9.7% | 196,241 | $5.7M |
| Parkshore Wealth Management, Inc. | 1.62% | Reduce -7.6% | 195,023 | $5.6M |
| Shotwell Rutter Baer Inc | 3.09% | Reduce -0.5% | 194,264 | $5.6M |
| New Capital Management LP | 1.27% | Add +1.0% | 192,558 | $5.6M |
| JDH Wealth Management, LLC | 3.35% | Add +7.6% | 190,149 | $5.5M |
| Clarity Wealth Development LLC | 3.05% | Add +6.3% | 189,408 | $5.5M |
| Cherry Tree Wealth Management, LLC | 1.01% | Add +18.0% | 185,748 | $5.4M |
| Vestia Personal Wealth Advisors | 2.06% | Add +22.2% | 182,356 | $5.3M |
| von Borstel & Associates, Inc. | 1.08% | Add +3.2% | 182,309 | $5.3M |
| AlTi Global, Inc. | 0.11% | No change | 179,651 | $5.2M |
| Colorado Capital Management, Inc. | 1.75% | Add +6.1% | 176,587 | $5.1M |
| Balanced Rock Investment Advisors LLC | 3.17% | Reduce -0.2% | 175,340 | $5.1M |
| Spire Wealth Management | 0.15% | Add +1.6% | 174,100 | $5.0M |
| Lam Group, Inc. | 2.46% | Reduce -9.0% | 171,240 | $5.0M |
| Physician Wealth Solutions Inc. | 1.83% | Add +19.5% | 166,172 | $4.8M |
| Farther Finance Advisors, LLC | 0.04% | Reduce -1.6% | 161,473 | $4.7M |
| JPMorgan Chase & Co. | 0.00% | Reduce -2.7% | 157,375 | $4.6M |
| Pathstone Holdings, LLC | 0.01% | Reduce -3.9% | 159,112 | $4.6M |
| EP Wealth Advisors, LLC | 0.02% | Reduce -6.4% | 158,716 | $4.6M |
| Sage Rhino Capital LLC | 0.76% | Add +58.7% | 158,646 | $4.6M |
| Cooper/Haims Advisors, LLC | 1.92% | Add +0.9% | 154,325 | $4.5M |
| Betterment LLC | 0.01% | Add +5.0% | 151,480 | $4.4M |
| Integrity Alliance, Llc. | 0.13% | Add +0.6% | 147,170 | $4.3M |
| Old Mission Capital LLC | 0.10% | New | 138,375 | $4.0M |
| Northwest Wealth Management, LLC | 0.48% | Add +1.9% | 126,490 | $3.7M |
| Claris Advisors, LLC / Mo / | 0.95% | Add +5.2% | 125,318 | $3.6M |
| LRI Investments, LLC | 0.29% | Reduce -2.5% | 124,656 | $3.6M |
| Mercer Global Advisors Inc. | 0.00% | Add +3.6% | 123,992 | $3.6M |
| Keb Asset Management, LLC | 0.58% | Add +21.6% | 123,494 | $3.6M |
| Mosaic Family Wealth Partners, LLC | 0.24% | Add +3.6% | 121,763 | $3.5M |
| EverSource Wealth Advisors, LLC | 0.12% | Reduce -25.4% | 121,683 | $3.5M |
| Amicus Financial Advisors, LLC | 0.86% | Add +120.8% | 120,641 | $3.5M |
| Stratos Investment Management, LLC | 0.13% | Add +11.5% | 120,281 | $3.5M |
| Wealth Advisors Northwest LLC | 1.18% | Add +8.6% | 119,727 | $3.5M |
| Yardley Wealth Management LLC | 1.50% | Add +5.5% | 113,791 | $3.3M |
| Longview Financial Advisors LLC | 1.62% | Add +5.2% | 113,450 | $3.3M |
| Krilogy Financial LLC | 0.10% | Reduce -0.8% | 113,307 | $3.3M |
| Cogent Strategic Wealth LLC | 3.08% | Reduce -1.9% | 111,652 | $3.2M |
| Burton Enright Welch | 0.37% | Reduce -3.1% | 107,587 | $3.1M |
| Raymond James Financial Inc. | 0.00% | Add +24.6% | 106,134 | $3.1M |
| Chicago Partners Investment Group LLC | 0.06% | Add +0.0% | 102,696 | $3.0M |
| Foundry Financial LLC | 1.01% | Add +14.9% | 103,291 | $3.0M |
| Porter White Investment Advisors, Inc. | 1.14% | Reduce -0.4% | 102,562 | $3.0M |
| Sterling Wealth Management, Inc. | 0.71% | Reduce -0.8% | 98,331 | $2.8M |
| Aegis Wealth Management LLC | 1.31% | Add +9.5% | 95,934 | $2.8M |
| MML Investors Services, LLC | 0.01% | Reduce -9.6% | 94,372 | $2.7M |
| Foundations Investment Advisors, LLC | 0.03% | Add +6.2% | 92,122 | $2.7M |
| Veratis Advisors, Inc. | 1.88% | — | 91,771 | $2.7M |
| Orion Porfolio Solutions, LLC | 0.02% | Add +5.8% | 89,074 | $2.6M |
| Sensenig Capital Advisors, Inc | 2.33% | Add +2.8% | 87,769 | $2.5M |
| D.A. Davidson & Co. | 0.01% | Add +0.4% | 86,602 | $2.5M |
| Avant Financial Advisors LLC | 1.55% | Add +1.3% | 86,174 | $2.5M |
| NewEdge Advisors, LLC | 0.01% | Add +8.6% | 85,033 | $2.5M |
| Morris Financial Concepts, Inc. | 0.73% | Add +1.9% | 82,343 | $2.4M |
| Sterling Wealth Advisors Inc | 1.26% | Add +1.2% | 80,071 | $2.3M |
| Park Avenue Securities LLC | 0.01% | Add +32.0% | 78,975 | $2.3M |
| Financial Engines Advisors L.L.C. | 0.00% | Reduce -54.5% | 78,409 | $2.3M |
| Poinciana Advisors Group, LLC | 1.64% | Reduce -1.4% | 76,384 | $2.2M |
| Meritas Wealth Management, LLC | 0.83% | Add +3.6% | 73,460 | $2.1M |
| Baker Tilly Wealth Management, LLC | 0.45% | Add +12.5% | 72,249 | $2.1M |
| Jane Street Group, LLC | 0.00% | Reduce -88.2% | 71,113 | $2.1M |
| Creative Planning | 0.00% | Add +0.5% | 70,689 | $2.0M |
| SC&H Financial Advisors, Inc. | 0.27% | Add +4.2% | 70,221 | $2.0M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.10% | Reduce -9.0% | 67,535 | $2.0M |
| Vistica Wealth Advisors, LLC | 1.69% | Reduce -5.6% | 67,497 | $2.0M |
| Hill Investment Group Partners, LLC | 0.20% | Reduce -5.8% | 67,170 | $1.9M |
| SageOak Financial, LLC | 1.25% | Reduce -0.9% | 65,910 | $1.9M |
| CSP Financial Group, LLC | 1.62% | Add +8.8% | 65,756 | $1.9M |
| HB Wealth Management, LLC | 0.01% | New | 64,945 | $1.9M |
| Wheels Up Wealth, Inc. | 1.57% | Add +1.2% | 63,937 | $1.9M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | No change | 62,418 | $1.8M |
| Savvy Advisors, Inc. | 0.04% | Add +12.1% | 61,491 | $1.8M |
| Silvia McColl Wealth Management, LLC | 1.06% | Add +0.6% | 60,771 | $1.8M |
| Outbound Financial Inc | 1.11% | Add +6.5% | 59,364 | $1.7M |
| Ridgeline Wealth, LLC | 0.99% | Add +5.6% | 58,466 | $1.7M |
| Cyndeo Wealth Partners, LLC | 0.08% | Add +4.8% | 58,182 | $1.7M |
| Vantage Point Financial LLC | 0.51% | Add +0.0% | 58,064 | $1.7M |
| marrick wealth, LLC | 1.16% | Add +8.7% | 56,390 | $1.6M |
| Abel Hall, LLC | 0.28% | Add +6.6% | 56,313 | $1.6M |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +18.0% | 56,151 | $1.6M |
| Market Street Wealth Management Advisors LLC | 0.22% | Add +6.7% | 54,279 | $1.6M |
| McNamara Financial Services, Inc. | 0.27% | Add +1.3% | 54,011 | $1.6M |
| Optimus Capital Advisors, LLC | 0.84% | Reduce -2.5% | 53,819 | $1.6M |
| Cerity Partners LLC | 0.00% | Add +18.8% | 53,440 | $1.5M |
| Red Lighthouse Investment Management, LLC | 0.46% | Add +25.3% | 53,385 | $1.5M |
| Kestra Advisory Services, LLC | 0.01% | Add +4.1% | 53,357 | $1.5M |
| Geneos Wealth Management Inc. | 0.03% | Add +2.9% | 53,279 | $1.5M |
| Beacon Hill Wealth Management LTD. | 1.07% | — | 53,094 | $1.5M |
| AQR Capital Management | 0.00% | Add +20.8% | 52,052 | $1.5M |
| W.H. Cornerstone Investments Inc. | 0.81% | Reduce -4.0% | 49,531 | $1.4M |
| Tru Independence Asset Management 2, LLC | 0.78% | Add +12.0% | 49,427 | $1.4M |
| Wealthcare Advisory Partners LLC | 0.03% | Add +1.5% | 48,817 | $1.4M |
| Three Arch Wealth Management LLC | 0.21% | Reduce -19.9% | 47,516 | $1.4M |
| Susquehanna International Group, LLP | 0.00% | New | 47,402 | $1.4M |
| Keyvantage Wealth, LLC | 0.52% | Add +2.9% | 47,322 | $1.4M |
| Brand Asset Management Group, Inc. | 0.30% | Add +26.1% | 47,298 | $1.4M |
| Sutton Place Investors LLC | 0.65% | Add +7.9% | 46,210 | $1.3M |
| E-Wealth Partners, LLC | 0.96% | Add +8.0% | 45,960 | $1.3M |
| Citigroup Inc. | 0.00% | Add +175.8% | 43,728 | $1.3M |
| Integrated Wealth Concepts LLC | 0.01% | Reduce -1.0% | 42,567 | $1.2M |
| Bay Harbor Wealth Management, LLC | 0.28% | Add +5.8% | 41,878 | $1.2M |
| Captrust Financial Advisors | 0.00% | Reduce -7.5% | 41,852 | $1.2M |
| WorthPointe, LLC | 0.30% | Reduce -2.4% | 41,372 | $1.2M |
| Heritage Investment Group, Inc. | 0.16% | Reduce -0.6% | 40,973 | $1.2M |
| Timonier Family Office, LTD. | 0.33% | — | 40,334 | $1.2M |
| AA Financial Advisors, LLC | 0.14% | Reduce -5.7% | 40,003 | $1.2M |
| Merit Financial Group, LLC | 0.01% | Reduce -0.3% | 38,416 | $1.1M |
| Stifel Financial Corp. | 0.00% | Reduce -0.5% | 38,406 | $1.1M |
| Abacus Planning Group, Inc. | 0.14% | Add +30.1% | 38,104 | $1.1M |
| Quarry Hill Advisors, LLC | 0.41% | Add +0.1% | 37,062 | $1.1M |
| Acorn Wealth Advisors, LLC | 0.26% | Add +10.7% | 36,888 | $1.1M |
| Modera Wealth Management, LLC | 0.01% | Reduce -2.3% | 36,532 | $1.1M |
| Core Wealth Management, Inc. | 0.29% | Add +1.9% | 35,791 | $1.0M |
| Canvas Wealth Advisors, LLC | 0.14% | Add +352.8% | 35,505 | $1.0M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +4.7% | 35,067 | $1.0M |
| Vise Technologies, Inc. | 0.01% | Add +17.4% | 35,003 | $1.0M |
| Master's Wealth Management Inc. | 0.30% | Reduce -15.4% | 34,274 | $993K |
| Cypress Point Wealth Management, LLC | 0.20% | Reduce -4.8% | 34,028 | $986K |
| D. E. Shaw & Co. | 0.00% | Reduce -29.3% | 33,609 | $974K |
| Diversify Advisory Services, LLC | 0.02% | New | 32,183 | $969K |
| Diversify Wealth Management, LLC | 0.02% | Add +26.6% | 32,183 | $969K |
| Mission Wealth Management, LP | 0.01% | Add +1.6% | 33,343 | $966K |
| BWM Planning, LLC | 0.22% | Add +17.4% | 32,339 | $937K |
| Root Financial Partners, LLC | 0.04% | Reduce -22.2% | 31,523 | $913K |
| Equita Financial Network, Inc. | 0.25% | Add +0.1% | 31,523 | $913K |
| Hutchinson Capital Management | 0.15% | Add +7.9% | 30,471 | $883K |
| Cogent Private Wealth, Inc. | 0.54% | No change | 29,910 | $866K |
| Mariner, LLC | 0.00% | Add +6.3% | 29,645 | $859K |
| Live Oak Private Wealth LLC | 0.11% | Add +53.9% | 29,627 | $858K |
| Signal Advisors Wealth, LLC | 0.04% | Add +0.4% | 28,484 | $825K |
| Shearwater Capital LLC | 0.39% | Add +12.2% | 27,845 | $807K |
| Ares Financial Consulting, LLC | 0.58% | Add +7.5% | 27,805 | $806K |
| Foster Group, Inc. | 0.02% | Add +12.5% | 27,109 | $785K |
| Private Advisor Group, LLC | 0.00% | Add +3.1% | 26,413 | $765K |
| UBS Group AG | 0.00% | Add +6.0% | 25,673 | $744K |
| MB Generational Wealth, LLC | 0.36% | Add +3.3% | 25,552 | $740K |
| Firethorn Wealth Partners, LLC | 0.24% | Add +0.4% | 25,277 | $732K |
| Tandemgrowth Financial Advisors LLC | 0.58% | Add +9.7% | 24,368 | $706K |
| Leading Edge Financial Planning LLC | 0.13% | Add +4.2% | 24,367 | $706K |
| Smartleaf Asset Management LLC | 0.02% | No change | 23,904 | $703K |
| Kane Co Wealth Management, Inc. | 0.52% | Add +2.4% | 23,807 | $690K |
| Capstone Wealth Management, LLC | 0.31% | Add +7.0% | 23,062 | $668K |
| Collective Family Office LLC | 0.14% | Add +2.4% | 22,863 | $662K |
| Heffernan Advisory, Inc. | 0.55% | Add +3.4% | 22,681 | $657K |
| Truist Financial Corp. | 0.00% | Add +11.1% | 22,626 | $655K |
| First Pacific Financial | 0.08% | Reduce -0.6% | 22,105 | $640K |
| Equitable Holdings, Inc. | 0.00% | Add +2.0% | 21,958 | $636K |
| Seaside Wealth Management, Inc. | 0.16% | Add +0.7% | 21,732 | $630K |
| KM Capital Management Ltd. | 0.30% | Reduce -15.1% | 21,693 | $628K |
| Oath Planning, LLC | 0.46% | Add +1.9% | 21,610 | $626K |
| Essential Planning, LLC. | 0.17% | Add +26.6% | 21,058 | $610K |
| Abacus Wealth Partners, LLC | 0.06% | Reduce -14.8% | 20,933 | $607K |
| Great Valley Advisor Group, Inc. | 0.01% | Add +9.5% | 20,770 | $602K |
| Aerodigm Wealth, LLC | 0.20% | Reduce -1.1% | 20,736 | $601K |
| Jackson Thornton Wealth Management, LLC | 0.04% | Add +0.4% | 19,412 | $562K |
| Tactive Advisors, LLC | 0.13% | Reduce -69.3% | 18,097 | $524K |
| Mission Hills Financial Advisory, LLC | 0.23% | New | 17,853 | $517K |
| Foundation Wealth Management, LLC\PA | 0.15% | No change | 17,533 | $508K |
| Simplicity Wealth,LLC | 0.02% | Add +48.9% | 17,440 | $505K |
| Nwam LLC | 0.02% | Add +14.4% | 16,757 | $485K |
| Five Oceans Advisors | 0.15% | Reduce -2.6% | 16,648 | $482K |
| Triad Wealth Partners, LLC | 0.03% | Add +28.0% | 16,030 | $477K |
| Signaturefd, LLC | 0.01% | Add +17.6% | 16,263 | $471K |
| Selective Wealth Management, Inc. | 0.12% | Add +75.8% | 15,186 | $455K |
| Kestra Private Wealth Services, LLC | 0.01% | New | 15,590 | $452K |
| Navigate Wealth Management, LLC | 0.28% | No change | 14,909 | $446K |
| Two West Capital Advisors LLC | 0.21% | Add +5.8% | 14,160 | $422K |
| Mills Wealth Advisors LLC | 0.13% | Add +8.2% | 14,384 | $417K |
| Brookstone Capital Management | 0.00% | Add +20.2% | 14,323 | $415K |
| Wells Fargo & Company | 0.00% | Add +240.1% | 13,804 | $400K |
| Investmark Advisory Group LLC | 0.15% | Add +12.4% | 13,734 | $398K |
| Cetera Investment Advisers | 0.00% | No change | 13,723 | $398K |
| Invst, LLC | 0.04% | Add +18.3% | 13,582 | $393K |
| Wolfstich Capital, LLC | 0.30% | New | 13,388 | $393K |
| Assetmark, Inc. | 0.00% | Add +6.0% | 13,438 | $389K |
| IFP Advisors, Inc | 0.01% | Reduce -1.0% | 13,396 | $388K |
| Hutchens & Kramer Investment Management Group, LLC | 0.10% | Reduce -0.1% | 13,316 | $386K |
| Morgan Stanley | 0.00% | Reduce -18.1% | 13,002 | $377K |
| Approach Retirement Advisors, LLC | 0.27% | Add +2.8% | 12,994 | $376K |
| SouthState Bank Corp | 0.02% | No change | 12,977 | $376K |
| GTS Securities LLC | 0.01% | New | 12,786 | $370K |
| Larry Mathis Financial Planning, LLC | 0.28% | Add +34.6% | 12,695 | $368K |
| McGrath & Associates, Inc. | 0.47% | Reduce -9.0% | 12,580 | $364K |
| Wealth Enhancement Trust Services, Inc. | 0.04% | No change | 12,495 | $362K |
| KFG Wealth Management, LLC | 0.04% | Reduce -1.1% | 12,456 | $361K |
| Donalies Financial Planning, LLC | 0.26% | Add +3.1% | 12,188 | $353K |
| Nicolet Bankshares Inc. | 0.01% | No change | 12,000 | $348K |
| Choreo, LLC | 0.00% | Add +0.4% | 11,996 | $348K |
| Squire Investment Management Company, LLC | 0.08% | Add +11.3% | 11,894 | $345K |
| Global Financial Private Client, LLC | 0.09% | New | 11,699 | $339K |
| Summit Financial, LLC | 0.00% | Add +0.4% | 11,174 | $324K |
| Dopkins Wealth Management, LLC | 0.12% | Reduce -5.0% | 11,026 | $319K |
| Rehmann Capital Advisory Group | 0.01% | Add +0.1% | 10,843 | $314K |
| BIP Wealth, LLC | 0.01% | New | 10,777 | $312K |
| Ponta Wealth Partners, LLC | 0.17% | New | 10,684 | $310K |
| Client 1ST Advisory Group, LLC | 0.08% | Reduce -9.6% | 10,583 | $307K |
| Apollon Wealth Management, LLC | 0.00% | New | 10,531 | $305K |
| Security Financial Services, INC. | 0.04% | Reduce -1.2% | 10,174 | $295K |
| Vested Financial Planning, LLC | 0.20% | Reduce -2.1% | 10,102 | $293K |
| CreativeOne Wealth, LLC | 0.01% | Add +18.9% | 9,813 | $284K |
| Stratos Wealth Partners, LTD. | 0.00% | New | 9,744 | $282K |
| Vilga Financial Planning LLC | 0.21% | No change | 9,728 | $282K |
| Wedmont Private Capital | 0.01% | Reduce -10.9% | 9,585 | $280K |
| HMV Wealth Advisors, LLC | 0.10% | Add +10.8% | 8,975 | $260K |
| Earned Wealth Advisors, LLC | 0.02% | No change | 8,880 | $257K |
| Fidelis Capital Partners, LLC | 0.01% | No change | 8,500 | $246K |
| IFG Advisors, LLC | 0.03% | No change | 8,306 | $241K |
| HRT Financial LP | 0.00% | Reduce -25.2% | 8,055 | $233K |
| Professional Financial Solutions LLC | 0.18% | Add +0.0% | 7,922 | $229K |
| Xcelsior Advisor Partners LLC | 0.03% | Add +0.0% | 7,736 | $224K |
| Glass Jacobson Investment Advisors llc | 0.07% | Add +2.7% | 7,636 | $221K |
| Arkadios Wealth Advisors | 0.00% | New | 7,487 | $217K |
| Demming Financial Services Corp. | 0.14% | New | 7,446 | $216K |
| Mayflower Financial Advisors, LLC | 0.02% | New | 7,324 | $212K |
| Sanctuary Advisors, LLC | 0.00% | New | 7,266 | $211K |
| Tillman Hartley LLC | 0.05% | New | 6,976 | $202K |
| Washington Trust Advisors, Inc. | 0.01% | Add +4.6% | 6,611 | $192K |
| Royal Bank of Canada | 0.00% | Add +582.6% | 6,130 | $178K |
| Keating Financial Advisory Services, Inc. | 0.02% | Add +0.6% | 5,957 | $173K |
| Elevate Wealth Advisory, Inc. | 0.08% | Add +4.5% | 4,963 | $144K |
| Ashton Thomas Private Wealth, LLC | 0.00% | Reduce -2.2% | 4,699 | $136K |
| 3 Factor Indexing, LLC | 0.11% | No change | 4,662 | $135K |
| AE Wealth Management LLC | 0.00% | Add +70.3% | 4,190 | $121K |
| Rachor Investment Advisory Services, LLC | 0.06% | Add +18.0% | 4,077 | $118K |
| FMR LLC | 0.00% | Add +84.3% | 3,653 | $106K |
| Angeles Wealth Management, LLC | 0.00% | Add +24.8% | 3,368 | $98K |
| Private Trust Co. NA | 0.01% | No change | 3,000 | $87K |
| National Bank of Canada | 0.00% | No change | 2,734 | $80K |
| Reyes Financial Architecture, Inc. | 0.04% | No change | 2,462 | $71K |
| Nalls Sherbakoff Group, LLC | 0.05% | Add +18.4% | 2,221 | $64K |
| Quarry LP | 0.01% | New | 1,961 | $57K |
| Redwood Park Advisors LLC | 0.04% | Add +0.3% | 1,899 | $55K |
| Bessemer Group Inc. | 0.00% | New | 1,689 | $49K |
| Qube Research & Technologies Ltd | 0.00% | New | 1,523 | $44K |
| Fifth Third Bancorp | 0.00% | Reduce -0.3% | 1,419 | $41K |
| Millstone Evans Group, LLC | 0.02% | Add +1.0% | 1,401 | $41K |
| CNB Bank | 0.01% | No change | 1,200 | $35K |
| Topsail Wealth Management, LLC | 0.00% | Add +28.2% | 1,164 | $34K |
| Colonial Trust Co / SC | 0.00% | Reduce -5.0% | 1,091 | $32K |
| Larson Financial Group LLC | 0.00% | Add +43.5% | 1,076 | $31K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +89.0% | 998 | $29K |
| RHL Group, LLC | 0.02% | New | 916 | $27K |
| Arlington Trust Co LLC | 0.00% | No change | 908 | $26K |
| Blume Capital Management, Inc. | 0.00% | No change | 905 | $26K |
| Moisand Fitzgerald Tamayo, LLC | 0.00% | No change | 834 | $24K |
| IFG Advisory, LLC | 0.00% | No change | 808 | $23K |
| Parkside Financial Bank & Trust | 0.00% | No change | 779 | $23K |
| Hantz Financial Services, Inc. | 0.00% | New | 645 | $19K |
| Evermay Wealth Management LLC | 0.00% | New | 621 | $18K |
| Concord Wealth Partners | 0.00% | New | 593 | $17K |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -9.3% | 575 | $17K |
| Strategic Investment Solutions, Inc. | 0.00% | Reduce -42.4% | 349 | $10K |
| Barrett & Company, Inc. | 0.00% | New | 279 | $8K |
| CoreCap Advisors, LLC | 0.00% | No change | 263 | $8K |
| Strive Financial Group ,LLC | 0.00% | No change | 252 | $7K |
| Strategic Wealth Partners, Ltd. | 0.00% | Add +3.7% | 223 | $6K |
| Elevation Wealth Partners, LLC | 0.00% | Add +0.5% | 211 | $6K |
| Fiduciary Financial Advisors | 0.00% | New | 184 | $5K |
| Howe & Rusling Inc. | 0.00% | New | 167 | $5K |
| Aptus Capital Advisors, LLC | 0.00% | No change | 128 | $4K |
| BlackRock, Inc. | 0.00% | No change | 43 | $1K |
| Silver Grove Financial Group, Inc. | 0.00% | New | 29 | $840 |
| Rockefeller Capital Management L.P. | 0.00% | New | 26 | $753 |
| Rossby Financial, LCC | 0.00% | New | 19 | $550 |
| Key Capital Management, INC | 0.00% | Add +40.0% | 14 | $406 |
"% 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.