Security Snapshot

Dimensional ETF Trust - GLOBAL REAL EST (DFGR) Institutional Ownership

CUSIP: 25434V658

13F Institutional Holders and Ownership History from Q4 2022 to Q1 2026

Latest Period

Q4 2025

Institutions Reporting

309

Shares (Excl. Options)

92,191,589

Price

$26.42

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Type / Class
Equity / GLOBAL REAL EST
Symbol
DFGR
Shares outstanding
105,456,126
Price per share
$26.58
All holders as of 31 Dec 2025
Q4 2025
Total 13F shares
92,191,589
Total reported value
$2,436,528,633
% of total 13F portfolios
0.03%
Share change
+9,902,984
Value change
+$261,511,519
Number of holders
309
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Quick Takeaways

  • DFGR - Dimensional ETF Trust - GLOBAL REAL EST is tracked under CUSIP 25434V658.
  • 309 institutions reported positions in Q4 2025.
  • 1 significant owner is listed from Schedule 13D/13G reporting.

What Changed

  • Holder count moved from 309 to 121 between Q4 2025 and Q1 2026.
  • Reported value moved from $2,436,528,633 to $1,070,993,941.

Why This Matters

  • 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.

Source Evidence

Source: SEC Form 13F

Latest holder context comes from 309 institutions filings for Q4 2025.

Open SEC Evidence

Investment Quick Answers

What is CUSIP 25434V658?
CUSIP 25434V658 identifies DFGR - Dimensional ETF Trust - GLOBAL REAL EST in SEC 13F datasets.

Where can I see the latest institutional holders?
Review the Q4 2025 holders report and the ownership history table below.

Significant Owners of Dimensional ETF Trust - GLOBAL REAL EST (DFGR) based on Schedule 13D/G filings

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 31 Dec 2025, 309 institutional investors reported holding 92,191,589 shares of Dimensional ETF Trust - GLOBAL REAL EST (DFGR). This represents 87% of the company’s total 105,456,126 outstanding shares.

Top 25 Institutional Shareholders

The largest institutional shareholders of Dimensional ETF Trust - GLOBAL REAL EST (DFGR) together control 61% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.

Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
Forum Financial Management, LP 16% 16,638,902 +7.7% 5.7% $439,599,779
Savant Capital, LLC 9.9% 10,439,385 +36% 1.6% $275,808,532
JMG Financial Group, Ltd. 5.4% 5,701,658 +6.5% 4.2% $150,637,814
Focus Partners Wealth 3.8% 4,005,871 +12% 0.12% $105,835,125
Wealthspire Advisors, LLC 2.6% 2,742,694 +8% 0.58% $72,461,965
TCI Wealth Advisors, Inc. 2.5% 2,654,516 +18% 3.9% $70,132,321
BRIGHTON JONES LLC 2.5% 2,611,200 +8.8% 2.5% $68,987,911
LifeGuide Financial Advisors, LLC 2.3% 2,412,706 +10% 21% $63,864,316
DiNuzzo Private Wealth, Inc. 1.7% 1,815,929 +7.6% 5.2% $47,976,837
MASECO LLP 1.4% 1,471,409 +5.7% 1.7% $38,859,923
LPL Financial LLC 1.1% 1,166,926 +11% 0.01% $30,830,187
Rather & Kittrell, Inc. 0.98% 1,029,717 +19% 4.4% $27,205,126
Wescott Financial Advisory Group, LLC 0.92% 973,477 +0.36% 2.2% $25,719,252
Summit Financial Strategies, Inc. 0.91% 957,430 +10% 2.1% $25,295,311
WPWealth LLP 0.88% 931,457 +7.2% 3.9% $24,609,087
Beacon Pointe Advisors, LLC 0.87% 915,337 +36% 0.17% $24,183,211
Rockwood Wealth Management, LLC 0.85% 901,221 +26% 1.8% $23,810,259
Guardian Wealth Management, LLC 0.83% 873,467 0% 7.3% $23,076,998
Index Fund Advisors, Inc. 0.81% 856,707 +8.3% 1.1% $22,634,194
Financial Plan, Inc. 0.81% 851,353 0% 2.6% $22,492,755
Verisail Partners, LLC 0.8% 844,520 +6.4% 9.2% $22,312,218
Great Waters Wealth Management 0.79% 831,153 +16% 2.4% $21,959,064
Creative Capital Management Investments LLC 0.76% 805,595 +10% 6.4% $21,283,820
OneDigital Investment Advisors LLC 0.76% 802,414 +4.9% 0.21% $21,199,779
Arax Advisory Partners 0.71% 747,077 0.57% $19,737,763

Institutional Holders of Dimensional ETF Trust - GLOBAL REAL EST (DFGR) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2026 Q1 40,236,198 $1,070,993,941 +$62,372,523 $26.58 121
2025 Q4 92,191,589 $2,436,528,633 +$261,511,519 $26.42 309
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