Who owns DFGR?
Dimensional Global Real Estate ETF · Dimensional
339 institutions reported holding DFGR, worth $3.1B, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of DFGR
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Forum Financial Management, LP | Lombard, IL | $521.5M | 17,999,719 | +477,857 shares |
| Savant Capital, LLC | Rockford, IL | $444.6M | 15,348,111 | +2,599,098 shares |
| JMG Financial Group, Ltd. | Downers Grove, IL | $194.4M | 6,710,457 | +366,346 shares |
| Focus Partners Wealth | St Louis, MO | $114.7M | 3,958,658 | −115,982 shares |
| Brighton Jones LLC | Seattle, WA | $87.8M | 3,030,424 | +232,208 shares |
| TCI Wealth Advisors, Inc. | Tucson, AZ | $81.3M | 2,805,784 | +21,100 shares |
| Wealthspire Advisors, LLC | New York, NY | $80.5M | 2,777,041 | +21,785 shares |
| LifeGuide Financial Advisors, LLC | Mechanicsburg, PA | $75.1M | 2,593,868 | +84,248 shares |
| Focus Partners Advisor Solutions, LLC | Saint Louis, MO | $62.8M | 2,168,246 | +391,145 shares |
| DiNuzzo Private Wealth, Inc. | Beaver, PA | $53.4M | 1,844,046 | +4,529 shares |
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns DFGR?
339 institutional managers reported holding DFGR in Form 13F filings for June 30, 2026, worth $3.1B in total. The largest reported position was held by Forum Financial Management, LP, at $521.5M.
Did institutions buy or sell DFGR last quarter?
Reported 13F value rose 17.5% from March 31, 2026, which includes price moves as well as buying and selling. 40 firms reported a new position and 10 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is DFGR ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.