DIM GLOBAL REAL ESTATE ETF DFGR
$29.34
+1.1% 52w: $25.49 – $29.56
Latest 13F among current holders filed 11 days ago (Jun 24, 2026)
Price — last 12 months
research preview data25.4927.5229.56
Jun 20, 2025 Jul 2, 2026
Institutional holders
315
+1 QoQ
13F value
$2.67B
+8.5% QoQ
Smart-money holders
1
signal tier ≥ 2
New smart buyers
0
Q1 2026
Institutional value by quarter
Number of holders
Who owns DFGR?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| Forum Financial Management, LP | Wealth advisor | 17.5M | $465.7M | 6.6% | +5.3% |
| Savant Capital, LLC | Wealth advisor | 12.7M | $338.9M | 1.6% | +22.1% |
| JMG Financial Group, Ltd. | Wealth advisor | 6.3M | $168.6M | 4.6% | +11.3% |
| Focus Partners Wealth | Wealth advisor | 4.1M | $108.3M | 0.1% | +1.7% |
| BRIGHTON JONES LLC | Other | 2.8M | $74.4M | 3.1% | +7.2% |
| TCI Wealth Advisors, Inc. | Wealth advisor | 2.8M | $74.0M | 3.9% | +4.9% |
| Wealthspire Advisors, LLC | Wealth advisor | 2.8M | $73.2M | 0.6% | +0.5% |
| LifeGuide Financial Advisors, LLC | Wealth advisor | 2.5M | $66.7M | 21.3% | +4.0% |
| DiNuzzo Private Wealth, Inc. | Wealth advisor | 1.8M | $48.9M | 5.3% | +1.3% |
| Focus Partners Advisor Solutions, LLC | Wealth advisor | 1.8M | $47.0M | 0.5% | +2498.6% |
| MASECO LLP | Wealth advisor | 1.6M | $41.3M | 1.3% | +5.8% |
| LPL Financial LLC | Bank broker | 1.2M | $32.4M | 0.0% | +4.4% |
| Rather & Kittrell, Inc. | Wealth advisor | 1.1M | $29.5M | 4.6% | +7.8% |
| Summit Financial Strategies, Inc. | Wealth advisor | 1.1M | $28.2M | 2.2% | +10.9% |
| Rockwood Wealth Management, LLC | Wealth advisor | 1.0M | $26.8M | 1.9% | +11.7% |
| WPWealth LLP | Wealth advisor | 963.3K | $25.6M | 3.9% | +3.4% |
| Financial Plan, Inc. | Wealth advisor | 927.5K | $24.7M | 2.6% | +8.9% |
| Wescott Financial Advisory Group, LLC | Wealth advisor | 908.2K | $24.1M | 2.1% | -6.7% |
| Guardian Wealth Management, LLC | Wealth advisor | 905.3K | $24.1M | 7.3% | +3.6% |
| Creative Capital Management Investments LLC | Wealth advisor | 898.6K | $23.9M | 6.9% | +11.5% |
| Great Waters Wealth Management | Wealth advisor | 888.4K | $23.6M | 2.5% | +6.9% |
| Index Fund Advisors, Inc. | Wealth advisor | 881.7K | $23.4M | 1.1% | +2.9% |
| Verisail Partners, LLC | Wealth advisor | 862.3K | $22.9M | 9.3% | +2.1% |
| OneDigital Investment Advisors LLC | Wealth advisor | 820.1K | $21.8M | 0.2% | +2.2% |
| Beacon Pointe Advisors, LLC | Wealth advisor | 814.0K | $21.6M | 0.1% | -11.1% |
| CWM, LLC | Wealth advisor | 705.9K | $18.8M | 0.0% | +21.5% |
| RS CRUM INC. | Wealth advisor | 665.3K | $17.7M | 3.4% | +3.8% |
| Quantum Financial Advisors, LLC | Wealth advisor | 646.0K | $17.2M | 1.9% | -1.4% |
| Wealth Management Nebraska | Wealth advisor | 620.5K | $16.5M | 1.7% | +10.2% |
| Integris Wealth Management, LLC | Wealth advisor | 610.3K | $16.2M | 3.7% | +2.7% |
| Private Wealth Management Group, LLC | Wealth advisor | 608.2K | $16.2M | 4.2% | +6.8% |
| JANE STREET GROUP, LLC | Market maker | 601.7K | $16.0M | 0.0% | +197.1% |
| Corient Private Wealth LLC | Diversified mechanical | 583.6K | $15.5M | 0.0% | -57.3% |
| Level Financial Advisors | Wealth advisor | 582.3K | $15.5M | 3.9% | +9.9% |
| Evanson Asset Management, LLC | Wealth advisor | 562.5K | $15.0M | 0.8% | +24.8% |
| Planning Center, Inc. | Wealth advisor | 547.1K | $14.5M | 1.5% | -0.4% |
| Aspen Capital Management, LLC | Wealth advisor | 546.6K | $14.5M | 3.6% | +1.0% |
| Syverson Strege & Co | Wealth advisor | 476.1K | $12.7M | 3.0% | +0.1% |
| Geometric Wealth Advisors | Wealth advisor | 444.7K | $11.8M | 1.5% | +5.0% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 439.0K | $11.7M | 0.0% | +4.8% |
| HARBOUR INVESTMENTS, INC. | Wealth advisor | 434.8K | $11.6M | 0.2% | +31.9% |
| Vestmark Advisory Solutions, Inc. | Wealth advisor | 411.6K | $10.9M | 0.1% | +37.5% |
| Sprinkle Financial Consultants LLC | Wealth advisor | 375.4K | $10.0M | 4.6% | +5.4% |
| Elser Financial Planning, Inc | Other | 364.3K | $9.7M | 0.5% | New |
| Apella Capital, LLC | Wealth advisor | 330.2K | $9.6M | 0.1% | +2.0% |
| BRIDGE GENERATIONS WEALTH MANAGEMENT LLC | Wealth advisor | 359.7K | $9.6M | 5.5% | +3.4% |
| American Investment Services, Inc. | Wealth advisor | 358.6K | $9.5M | 2.1% | +7.2% |
| XY Planning Network, Inc. | Wealth advisor | 346.2K | $9.3M | 1.5% | +11.7% |
| Allworth Financial LP | Wealth advisor | 338.7K | $9.0M | 0.0% | +79.4% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 336.7K | $8.9M | 0.0% | +24.4% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.