Latest Period
Q1 2026
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
Institutions Reporting
314
Shares (Excl. Options)
100,209,825
Price
$26.58
Save this security page for your next review
Keep this CUSIP in your watchlists so you can revisit quarter changes from one place. 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 31 Mar 2026
- Q1 2026
- Total 13F shares
- 100,209,825
- Total 13F value
- $2,665,176,074
- Portfolio coverage rank
- 0.03%
- Share change
- +8,319,333
- Value change
- +$221,097,656
- Number of holders
- 314
- Shares outstanding
- 105,456,126
- SEC-reported price per share
- $28.99
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.
- 314 institutions reported positions in Q1 2026.
- 1 significant owner is listed from Schedule 13D/13G reporting.
Change
- Holder count moved from 313 to 314 between Q4 2025 and Q1 2026.
- SEC-reported value moved from $2,439,479,517 to $2,665,176,074.
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 314 institutions filings for Q1 2026.
Security key
25434V658
Latest holder period
Q1 2026
13F holders
314
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 31 Mar 2026, 314 institutional investors reported holding 100,209,825 shares of Dimensional ETF Trust - GLOBAL REAL EST (DFGR). This represents 95% 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
66%
| Institution | Ownership % | Shares Held | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| Forum Financial Management, LP | 17% | 17,521,862 | +5.3% | 6.6% | $465,731,089 |
| Savant Capital, LLC | 12% | 12,749,013 | +22% | 1.6% | $338,868,756 |
| JMG Financial Group, Ltd. | 6% | 6,344,111 | +11% | 4.6% | $168,626,460 |
| Focus Partners Wealth | 3.9% | 4,074,640 | +1.7% | 0.12% | $108,303,948 |
| BRIGHTON JONES LLC | 2.7% | 2,798,216 | +7.2% | 3.1% | $74,376,584 |
| TCI Wealth Advisors, Inc. | 2.6% | 2,784,684 | +4.9% | 3.9% | $74,016,914 |
| Wealthspire Advisors, LLC | 2.6% | 2,755,256 | +0.46% | 0.58% | $73,234,708 |
| LifeGuide Financial Advisors, LLC | 2.4% | 2,509,620 | +4% | 21% | $66,705,702 |
| DiNuzzo Private Wealth, Inc. | 1.7% | 1,839,517 | +1.3% | 5.3% | $48,894,359 |
| Focus Partners Advisor Solutions, LLC | 1.7% | 1,777,101 | +2499% | 0.47% | $47,023,776 |
| MASECO LLP | 1.5% | 1,556,109 | +5.8% | 1.3% | $41,330,264 |
| LPL Financial LLC | 1.2% | 1,218,381 | +4.4% | 0.01% | $32,384,571 |
| Rather & Kittrell, Inc. | 1.1% | 1,109,900 | +7.8% | 4.6% | $29,501,131 |
| Summit Financial Strategies, Inc. | 1% | 1,062,100 | +11% | 2.2% | $28,230,615 |
| Rockwood Wealth Management, LLC | 0.95% | 1,006,511 | +12% | 1.9% | $26,753,063 |
| WPWealth LLP | 0.91% | 963,275 | +3.4% | 3.9% | $25,603,862 |
| Financial Plan, Inc. | 0.88% | 927,539 | +8.9% | 2.6% | $24,653,999 |
| Wescott Financial Advisory Group, LLC | 0.86% | 908,162 | -6.7% | 2.1% | $24,138,941 |
| Guardian Wealth Management, LLC | 0.86% | 905,321 | +3.6% | 7.3% | $24,063,432 |
| Creative Capital Management Investments LLC | 0.85% | 898,626 | +12% | 6.9% | $23,885,479 |
| Great Waters Wealth Management | 0.84% | 888,367 | +6.9% | 2.5% | $23,612,787 |
| Index Fund Advisors, Inc. | 0.84% | 881,680 | +2.9% | 1.1% | $23,435,053 |
| Verisail Partners, LLC | 0.82% | 862,304 | +2.1% | 9.3% | $22,920,040 |
| OneDigital Investment Advisors LLC | 0.78% | 820,150 | +2.2% | 0.21% | $21,799,575 |
| Beacon Pointe Advisors, LLC | 0.77% | 813,973 | -11% | 0.11% | $21,635,416 |
Quarter history
Institutional holders across reporting periods
Holder count, reported shares/value, and median price by quarter.
Periods
14
Latest
Q1 2026
Rows shown
1-14 of 14
| Period | 13F Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2026 Q1 | 100,209,825 | $2,665,176,074 | +$221,097,656 | $26.58 | 314 |
| 2025 Q4 | 92,303,281 | $2,439,479,517 | +$261,493,652 | $26.42 | 313 |
| 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 |