Latest 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 Q2 2026
Institutions Reporting
339
Shares (Excl. Options)
106,034,249
Price
$28.97
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- Security type / class
- Equity / GLOBAL REAL EST
- Symbol
- DFGR
- All holders as of 30 Jun 2026
- Q2 2026
- Total 13F shares
- 106,034,249
- Total 13F value
- $3,072,755,284
- Portfolio coverage rank
- 0.03%
- Share change
- +6,489,888
- Value change
- +$188,826,767
- Number of holders
- 339
- Shares outstanding
- 105,456,126
- SEC-reported price per share
- $30.18
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
Key facts
- DFGR - Dimensional ETF Trust - GLOBAL REAL EST is tracked under CUSIP 25434V658.
- 339 institutions reported positions in Q2 2026.
- 1 significant owner is listed from Schedule 13D/13G reporting.
Change
- Holder count moved from 318 to 339 between Q1 2026 and Q2 2026.
- SEC-reported value moved from $2,668,442,537 to $3,072,755,284.
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 339 institutions filings for Q2 2026.
Security key
25434V658
Latest holder period
Q2 2026
13F holders
339
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, 339 institutional investors reported holding 106,034,249 shares of Dimensional ETF Trust - GLOBAL REAL EST (DFGR). This represents 101% of the company’s total 105,456,126 outstanding shares.
13F 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 |
| 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 |
| RS CRUM INC. | 0.64% | 674,314 | +1.4% | 3.7% | $19,534,891 |
Quarter history
Institutional holders across reporting periods
Holder count, reported shares/value, and median price by quarter.
Periods
15
Latest
Q2 2026
Rows shown
1-15 of 15
| Period | 13F Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2026 Q2 | 106,034,249 | $3,072,755,284 | +$188,826,767 | $28.97 | 339 |
| 2026 Q1 | 100,332,717 | $2,668,442,537 | +$221,037,799 | $26.58 | 318 |
| 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 |