13F reference period
Q2 2026
Security Snapshot
Dimensional ETF Trust - GLOBAL REAL EST (DFGR) Institutional Ownership
CUSIP: 25434V658
13F Institutional Holders and Ownership History from Q4 2022 to Q3 2026
Institutions Reporting
342
Shares (Excl. Options)
107.01M
Full value: 107,010,610 · shares · 30 Jun 2026Price
$28.97
The headline uses the Q2 2026 reference period after its reporting deadline. Available reports may still be incomplete or amended. Newer periods in the history table contain incoming reports and may be incomplete.
Save this security page for your next review
Watchlists follow companies and investors, across their share classes. Bookmark this page to revisit this specific CUSIP and its quarterly holders. If you create an account from here, we will bring you back after verification.
- Security type / class
- Equity / GLOBAL REAL EST
- Symbol
- DFGR
- All holders as of 30 Jun 2026
- Q2 2026
- Total 13F shares
- 107,010,610
- Total 13F value
- $3,101,040,504
- Portfolio coverage rank
- 0.03%
- Share change
- +6,474,266
- Value change
- +$188,377,831
- Number of holders
- 342
- Shares outstanding
- 105,456,126
- SEC-reported price per share
- $26.73
Latest holder snapshot
5 signals
Issuer context
Names, identifiers, and filing context for this profile.
2 identity fields
13F Shares, Excluding Options vs Price
13F Value, Excluding Options
Total Investors
Filing notes and source
Key facts
- DFGR - Dimensional ETF Trust - GLOBAL REAL EST is tracked under CUSIP 25434V658.
- 342 institutions reported positions in Q2 2026.
- 1 significant owner is listed from Schedule 13D/13G reporting.
Change
- Holder count moved from 319 to 342 between Q1 2026 and Q2 2026.
- SEC-reported value moved from to
$2.67B
Full value: $2,668,457,471 · USD · 31 Mar 2026.$3.1B
Full value: $3,101,040,504 · USD · 30 Jun 2026
Research use
- You can quickly see who holds this security, then open quarter and manager detail pages for full evidence.
- 13F and Schedule 13D/13G sections are kept together so you can cross-check institutional and beneficial ownership context.
Evidence
Source: SEC Form 13F
Open SEC evidence
Latest holder context comes from 342 institutions filings for Q2 2026.
Security key
25434V658
13F reference period
Q2 2026
13F holders
342
13D/G owners
1
CIK / CUSIP context first
Broader feeds
Recent Quarterly Holder Reports
Open recent reporting periods for CUSIP 25434V658:
13D/G owners
Significant owners
Large-stake holder rows connected to Schedule 13D/G evidence.
Rows
1
Security
DFGR
| Filer | Ownership | Change % | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
|---|---|---|---|---|---|---|---|---|
| Savant Capital, LLC | 11% | +45% | $295,610,606 | +$118,649,472 | 11,188,895 | +67% | Savant Capital, LLC | 31 Jan 2026 |
As of 30 Jun 2026,
342
institutional investors reported holding
shares of
Dimensional ETF Trust - GLOBAL REAL EST (DFGR).
This represents
101%
of the company’s total
outstanding shares.
107.01M
Full value: 107,010,610 · shares · 30 Jun 2026105.46M
Full value: 105,456,126 · shares · Stored outstanding share count13F concentration
Top 25 institutional shareholders
Largest 13F positions for this security by reported shares and value.
Top holder share
71%
| Institution | Ownership % | Shares Held | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| Forum Financial Management, LP | 17% | 17,999,719 | +2.7% | 6.7% | $521,451,867 |
| Savant Capital, LLC | 15% | 15,348,111 | +20% | 1.3% | $444,634,847 |
| JMG Financial Group, Ltd. | 6.4% | 6,710,457 | +5.8% | 4.7% | $194,401,945 |
| Focus Partners Wealth | 3.8% | 3,958,658 | -2.8% | 0.12% | $114,682,362 |
| BRIGHTON JONES LLC | 2.9% | 3,030,424 | +8.3% | 1.6% | $87,791,369 |
| TCI Wealth Advisors, Inc. | 2.7% | 2,805,784 | +0.76% | 3.5% | $81,283,554 |
| Wealthspire Advisors, LLC | 2.6% | 2,777,041 | +0.79% | 0.44% | $80,450,870 |
| LifeGuide Financial Advisors, LLC | 2.5% | 2,593,868 | +3.4% | 21% | $75,144,369 |
| Focus Partners Advisor Solutions, LLC | 2.1% | 2,168,246 | +22% | 0.53% | $62,814,110 |
| DiNuzzo Private Wealth, Inc. | 1.7% | 1,844,046 | +0.25% | 5.3% | $53,422,014 |
| MASECO LLP | 1.5% | 1,609,286 | +3.4% | 1.3% | $46,629,066 |
| LPL Financial LLC | 1.2% | 1,299,964 | +6.7% | 0.01% | $37,659,971 |
| Rather & Kittrell, Inc. | 1.1% | 1,193,486 | +7.5% | 4.8% | $34,575,307 |
| Rockwood Wealth Management, LLC | 1.1% | 1,152,153 | +14% | 2.1% | $33,377,864 |
| Summit Financial Strategies, Inc. | 1.1% | 1,116,692 | +5.1% | 2.3% | $32,350,560 |
| Creative Capital Management Investments LLC | 0.99% | 1,047,552 | +17% | 7% | $30,347,581 |
| Financial Plan, Inc. | 0.95% | 1,006,202 | +8.5% | 2.8% | $29,149,671 |
| Great Waters Wealth Management | 0.9% | 951,736 | +7.1% | 2.6% | $27,571,798 |
| WPWealth LLP | 0.88% | 927,899 | -3.7% | 4% | $26,881,237 |
| Guardian Wealth Management, LLC | 0.87% | 912,517 | +0.79% | 7.4% | $26,435,617 |
| Wescott Financial Advisory Group, LLC | 0.85% | 898,892 | -1% | 2% | $26,040,887 |
| Verisail Partners, LLC | 0.83% | 870,403 | +0.94% | 9.3% | $25,215,574 |
| Willow Creek Wealth Management Inc. | 0.79% | 832,402 | 1.6% | $24,114,702 | |
| OneDigital Investment Advisors LLC | 0.78% | 827,005 | +0.84% | 0.2% | $23,958,326 |
| Index Fund Advisors, Inc. | 0.78% | 819,333 | -7.1% | 0.94% | $23,736,087 |
Quarter history
Institutional holders across reporting periods
Holder count, reported shares/value, and median price by quarter.
Periods
16
Headline period
Q2 2026
Rows shown
1-16 of 16
| Period | 13F Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2026 Q3 | 77,699,778 | $2,102,453,774 | +$139,872,314 | $27.05 | 189 |
| 2026 Q2 | 107,010,610 | $3,101,040,504 | +$188,377,831 | $28.97 | 342 |
| 2026 Q1 | 100,333,289 | $2,668,457,471 | +$221,052,733 | $26.58 | 319 |
| 2025 Q4 | 92,313,009 | $2,439,736,531 | +$261,493,652 | $26.42 | 314 |
| 2025 Q3 | 80,610,497 | $2,200,777,366 | +$131,687,736 | $27.31 | 280 |
| 2025 Q2 | 76,040,684 | $2,040,235,759 | +$105,853,048 | $26.83 | 260 |
| 2025 Q1 | 71,262,050 | $1,870,498,197 | +$131,700,967 | $26.26 | 249 |
| 2024 Q4 | 65,602,790 | $1,675,577,870 | +$154,656,114 | $25.54 | 244 |
| 2024 Q3 | 56,360,105 | $1,625,629,257 | +$225,520,653 | $28.86 | 193 |
| 2024 Q2 | 53,010,790 | $1,325,834,619 | +$105,350,512 | $24.99 | 179 |
| 2024 Q1 | 48,340,813 | $1,233,789,427 | +$95,794,439 | $25.53 | 159 |
| 2023 Q4 | 44,490,608 | $1,155,267,308 | +$316,804,927 | $25.98 | 157 |
| 2023 Q3 | 29,457,737 | $659,919,546 | +$170,510,159 | $22.41 | 102 |
| 2023 Q2 | 21,735,514 | $530,217,344 | +$266,754,039 | $24.39 | 93 |
| 2023 Q1 | 10,845,468 | $266,264,063 | +$104,140,220 | $24.55 | 67 |
| 2022 Q4 | 6,606,351 | $161,783,304 | +$142,192,089 | $24.40 | 38 |