Who owns Dimensional - Global Real Estate ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of DFGR from SEC Form 13F filings across 341 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 341 institutions disclosed 106.2M shares of Dimensional - Global Real Estate ETF worth $3.08B — about 85.1% of shares outstanding; the largest disclosed holder is Forum Financial Management, LP. Source: SEC Form 13F filings, parsed by EvidInvest.
341
13F holders
$3.08B
value, 2026 filers
85.1%
of shares outstanding (106.2M sh)
42
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of DFGR's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | Forum Financial Management, LP | 18.0M | $521.5M | 6.7% | 14.4% | +2.7% |
| 2 | Savant Capital, LLC | 15.3M | $444.6M | 1.3% | 12.3% | +20.4% |
| 3 | JMG Financial Group, Ltd. | 6.7M | $194.4M | 4.7% | 5.4% | +5.8% |
| 4 | Focus Partners Wealth | 4.0M | $114.7M | 0.1% | 3.2% | -2.8% |
| 5 | BRIGHTON JONES LLC | 3.0M | $87.8M | 1.6% | 2.4% | +8.3% |
| 6 | TCI Wealth Advisors, Inc. | 2.8M | $81.3M | 3.5% | 2.2% | +0.8% |
| 7 | Wealthspire Advisors, LLC | 2.8M | $80.5M | 0.4% | 2.2% | +0.8% |
| 8 | LifeGuide Financial Advisors, LLC | 2.6M | $75.1M | 21.4% | 2.1% | +3.4% |
| 9 | Focus Partners Advisor Solutions, LLC | 2.2M | $62.8M | 0.5% | 1.7% | +22.0% |
| 10 | DiNuzzo Private Wealth, Inc. | 1.8M | $53.4M | 5.3% | 1.5% | +0.2% |
| 11 | MASECO LLP | 1.6M | $46.6M | 1.3% | 1.3% | +3.4% |
| 12 | LPL Financial LLC | 1.3M | $37.7M | 0.0% | 1% | +6.7% |
| 13 | Rather & Kittrell, Inc. | 1.2M | $34.6M | 4.8% | 1% | +7.5% |
| 14 | Rockwood Wealth Management, LLC | 1.2M | $33.4M | 2.1% | 0.9% | +14.5% |
| 15 | Summit Financial Strategies, Inc. | 1.1M | $32.4M | 2.3% | 0.9% | +5.1% |
| 16 | Creative Capital Management Investments LLC | 1.0M | $30.3M | 7.0% | 0.8% | +16.6% |
| 17 | Financial Plan, Inc. | 1.0M | $29.1M | 2.8% | 0.8% | +8.5% |
| 18 | Great Waters Wealth Management | 951,736 | $27.6M | 2.6% | 0.8% | +7.1% |
| 19 | WPWealth LLP | 927,899 | $26.9M | 4.0% | 0.7% | -3.7% |
| 20 | Guardian Wealth Management, LLC | 912,517 | $26.4M | 7.4% | 0.7% | +0.8% |
| 21 | Wescott Financial Advisory Group, LLC | 898,892 | $26.0M | 2.0% | 0.7% | -1.0% |
| 22 | Verisail Partners, LLC | 870,403 | $25.2M | 9.3% | 0.7% | +0.9% |
| 23 | OneDigital Investment Advisors LLC | 827,005 | $24.0M | 0.2% | 0.7% | +0.8% |
| 24 | Index Fund Advisors, Inc. | 819,333 | $23.7M | 0.9% | 0.7% | -7.1% |
| 25 | RS CRUM INC. | 674,314 | $19.5M | 3.7% | 0.5% | +1.4% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.