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Dimensional Global Real Estate ETF (DFGR) Institutional Ownership

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Institutional Ownership Changes (13F Filings) for Dimensional Global Real Estate ETF (NYSEARCA:DFGR)

Number of
Institutional Buyers
(last 12 months)
129
Total
Institutional Inflows
(last 12 months)
$798.94M
Number of
Institutional Sellers
(last 12 months)
28
Total
Institutional Outflows
(last 12 months)
$24.38M
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DFGR Institutional Buying and Selling by Quarter

Dimensional Global Real Estate ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/15/2024 LRI Investments LLC123,496$3.07M0.4%N/A0.188%
5/14/2024 Delap Wealth Advisory LLC13,884$354K0.1%+3.4%0.021%
5/14/2024 Northwest Wealth Management LLC30,103$769K0.2%+102.3%0.046%
5/14/2024 Mattern Wealth Management LLC23,701$605K0.1%+17.0%0.036%
5/13/2024 Index Fund Advisors Inc.536,320$13.69M0.8%+14.8%0.815%
5/10/2024 Cooper Haims Advisors LLC83,275$2.13M1.2%-50.3%0.127%
5/10/2024 Nwam LLC9,961$245K0.0%-22.4%0.015%
5/9/2024 Forum Financial Management LP14,084,940$359.59M6.1%+1.0%21.406%
5/9/2024 Brighton Jones LLC1,395,398$35.63M1.3%+10.9%2.121%
5/7/2024 TCI Wealth Advisors Inc.724,433$18.50M1.8%+7.7%1.101%
5/6/2024 Ruedi Wealth Management Inc.28,414$725K0.3%+141.1%0.043%
5/6/2024 W.H. Cornerstone Investments Inc.29,733$759K0.5%+68.4%0.045%
5/6/2024DiNuzzo Private Wealth Inc.1,511,329$38.58M5.2%+1.3%2.297%
5/3/2024 Integris Wealth Management LLC512,898$13.09M3.6%+4.3%0.798%
5/3/2024 Larson Financial Group LLC5,538$141K0.0%-42.0%0.009%
5/3/2024 Rehmann Capital Advisory Group9,315$238K0.0%N/A0.014%
5/1/2024 Cherry Tree Wealth Management LLC81,321$2.08M0.5%+11.8%0.126%
4/30/2024 JMG Financial Group Ltd.2,586,958$66.05M2.5%+23.1%4.023%
4/30/2024 Private Wealth Management Group LLC407,111$10.39M4.7%+9.0%0.633%
4/30/2024 Hutchens & Kramer Investment Management Group LLC12,463$314K0.2%+18.9%0.019%
4/29/2024Commonwealth Equity Services LLC325,252$8.30M0.0%+4.1%0.506%
4/26/2024 Sage Rhino Capital LLC57,982$1.48M0.3%+6.4%0.090%
4/26/2024 Quantum Financial Advisors LLC846,314$21.61M3.8%-3.3%1.316%
4/26/2024 Sprinkle Financial Consultants LLC293,292$7.49M6.4%+25.7%0.456%
4/26/2024 Claris Advisors LLC MO21,919$560K0.3%+23.9%0.034%
4/25/2024 Tilson Financial Group Inc.157,957$4.03M2.2%+23.2%0.246%
4/25/2024 North Ridge Wealth Advisors Inc.126,924$3.24M2.5%+11.7%0.197%
4/24/2024 Krilogy Financial LLC85,195$2.18M0.2%+3.6%0.132%
4/24/2024 SOL Capital Management CO78,170$2.00M0.3%-0.7%0.122%
4/24/2024 Waypoint Wealth Partners Inc.107,532$2.75M0.8%+8.2%0.167%
4/24/2024 First Pacific Financial14,683$375K0.1%+369.0%0.023%
4/23/2024 Creative Capital Management Investments LLC477,737$12.20M6.3%+13.4%0.743%
4/22/2024 Corrigan Financial Inc.205,013$5.23M1.3%+85.0%0.319%
4/22/2024 Rockwood Wealth Management LLC12,283$314K0.0%N/A0.019%
4/22/2024 Bay Harbor Wealth Management LLC13,512$345K0.1%+19.2%0.021%
4/19/2024 Level Financial Advisors196,237$5.01M2.3%+72.6%0.305%
4/19/2024 Retirement Guys Formula LLC78,713$2.01M1.0%+1.0%0.122%
4/18/2024 Total Wealth Planning LLC312,364$7.98M1.4%+23.2%0.486%
4/18/2024 Morris Financial Concepts Inc.28,068$717K0.4%+152.6%0.092%
4/18/2024 Advisory Services & Investments LLC223,570$5.71M3.9%+5.4%0.733%
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4/17/2024 Private Ocean LLC2,031,427$51.86M5.5%+9.5%6.660%
4/17/2024 Meritas Wealth Management LLC64,482$1.65M1.1%-1.4%0.211%
4/16/2024 Firethorn Wealth Partners LLC12,639$323K0.2%N/A0.041%
4/16/2024 Wealth Enhancement Advisory Services LLC255,550$6.52M0.0%+8.7%0.838%
4/15/2024 Visionary Horizons LLC19,815$480K0.4%+22.2%0.065%
4/15/2024 McNamara Financial Services Inc.39,189$1M0.2%+15.6%0.128%
4/15/2024 Henrickson Nauta Wealth Advisors Inc.41,610$1.02M0.4%+36.9%0.136%
4/15/2024 Great Oak Capital Partners LLC134,845$3.44M1.5%-30.8%0.442%
4/13/2024 Evanson Asset Management LLC206,109$5.26M0.4%+27.6%0.676%
4/12/2024 AdvisorNet Financial Inc159,713$4.08M0.4%+56.0%0.524%
4/11/2024 Market Street Wealth Management Advisors LLC44,590$1.14M0.2%+14.7%0.146%
4/11/2024 RFG Advisory LLC139,952$3.57M0.1%+5.8%0.459%
4/10/2024Trust Co of the South29,614$756K0.2%+51.1%0.097%
4/10/2024 Apella Capital LLC284,770$7.22M0.4%-20.8%0.934%
4/10/2024 Abacus Wealth Partners LLC18,785$480K0.1%-16.4%0.062%
4/10/2024 Shotwell Rutter Baer Inc152,466$3.87M7.8%+0.8%0.500%
4/9/2024 New Capital Management LP289,728$7.40M2.2%-20.8%0.950%
4/9/2024 Great Waters Wealth Management436,366$11.14M1.8%+10.3%1.431%
4/5/2024 Lam Group Inc.167,940$4.29M3.5%+290.4%0.551%
4/4/2024 Shearwater Capital LLC10,045$256K0.2%+12.5%0.033%
4/2/2024 Peirce Capital Management LLC272,917$6.97M3.8%+10.5%0.895%
2/28/2024 Abel Hall LLC30,141$783K0.7%N/A0.099%
2/26/2024 Great Oak Capital Partners LLC194,895$5.06M2.7%N/A0.639%
2/23/2024 Chicago Partners Investment Group LLC103,799$2.57M0.1%-1.7%0.340%
2/15/2024Buckingham Strategic Partners LLC357,216$9.28M0.4%+65.8%1.171%
2/15/2024 Buckingham Strategic Wealth LLC1,688,305$43.86M0.5%+301.9%5.535%
2/14/2024 Syverson Strege & Co360,752$9.37M3.6%N/A1.183%
2/14/2024 True Wealth Design LLC20,095$522K0.1%-3.6%0.066%
2/14/2024 Northwest Wealth Management LLC14,881$387K0.1%N/A0.049%
2/14/2024 Wescott Financial Advisory Group LLC1,117,315$29.03M4.1%-0.4%3.663%
2/13/2024 Client 1ST Advisory Group LLC48,527$1.26M0.6%+53.2%0.159%
2/13/2024Vawter Financial Ltd.95,216$2.47M1.9%+253.1%0.312%
2/13/2024 Advisory Services & Investments LLC212,204$5.51M4.1%-1.2%0.696%
2/13/2024 Summit Financial Strategies Inc.407,311$10.58M1.6%N/A1.335%
2/12/2024 American Investment Services Inc.149,474$3.88M0.7%+58.1%0.490%
2/12/2024 Sprinkle Financial Consultants LLC233,310$6.06M6.2%N/A0.765%
2/12/2024 Warwick Investment Management Inc.8,097$210K0.1%N/A0.027%
2/12/2024 WorthPointe LLC20,664$537K0.3%+81.4%0.068%
2/12/2024 RS Crum Inc.588,976$15.30M4.7%+30.8%1.931%
2/9/2024 Orion Portfolio Solutions LLC16,432$425K0.0%-3.0%0.054%
2/9/2024 EverSource Wealth Advisors LLC13,641$354K0.0%+90.9%0.045%
2/9/2024 Trexquant Investment LP9,671$251K0.0%N/A0.032%
2/9/2024 Corient Private Wealth LLC2,178,755$56.60M0.1%+23.7%7.143%
2/9/2024 D.A. Davidson & CO.45,423$1.18M0.0%+20.8%0.149%
2/8/2024 Quarry Hill Advisors LLC48,291$1.26M1.0%+97.7%0.158%
2/8/2024 Private Wealth Management Group LLC373,568$9.71M4.8%N/A1.225%
2/8/2024 Beacon Pointe Advisors LLC114,689$2.98M0.0%+5.4%0.376%
2/7/2024 Forum Financial Management LP13,940,748$362.18M6.8%+12.4%45.707%
2/7/2024 Abacus Wealth Partners LLC22,464$584K0.1%+64.0%0.074%
2/6/2024 Cherry Tree Wealth Management LLC72,754$1.89M0.5%+22.4%0.239%
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2/6/2024 Capital Performance Advisors LLP10,380$270K0.1%N/A0.034%
2/6/2024 TCI Wealth Advisors Inc.672,575$17.47M1.9%+546.7%2.205%
2/6/2024 W.H. Cornerstone Investments Inc.17,660$459K0.4%N/A0.058%
2/6/2024 Claris Advisors LLC MO17,690$460K0.3%N/A0.058%
2/6/2024Vestmark Advisory Solutions Inc.131,327$3.41M0.2%+14.9%0.431%
2/6/2024 SRS Capital Advisors Inc.575,939$14.96M1.7%+3.7%1.888%
2/6/2024DiNuzzo Private Wealth Inc.1,491,330$38.75M5.5%N/A4.890%
2/6/2024 Creative Capital Management Investments LLC421,177$10.94M6.3%+62.5%1.381%
2/5/2024 Sage Rhino Capital LLC54,476$1.42M0.4%-2.5%0.179%
2/5/2024 Savant Capital LLC1,563,595$40.62M0.5%+81.4%5.127%
(Data available from 1/1/2016 forward)

DFGR Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of DFGR shares?

During the previous two years, 135 institutional investors and hedge funds held shares of Dimensional Global Real Estate ETF. The most heavily invested institutionals were Dimensional Fund Advisors LP ($4.88B), Forum Financial Management LP ($359.59M), JMG Financial Group Ltd. ($66.05M), Corient Private Wealth LLC ($56.60M), Private Ocean LLC ($51.86M), Buckingham Strategic Wealth LLC ($43.86M), and Savant Capital LLC ($40.62M).Learn more on DFGR's institutional investors.

Which institutional investors have been buying Dimensional Global Real Estate ETF stock?

Of the 134 institutional investors that purchased Dimensional Global Real Estate ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Forum Financial Management LP ($14.08M), JMG Financial Group Ltd. ($2.59M), Private Ocean LLC ($2.03M), Savant Capital LLC ($1.56M), DiNuzzo Private Wealth Inc. ($1.51M), Brighton Jones LLC ($1.37M), and Buckingham Strategic Wealth LLC ($1.29M).

How much institutional buying is happening at Dimensional Global Real Estate ETF?

Institutional investors have bought a total of 41,057,139 shares in the last 24 months. This purchase volume represents approximately $1.01B in transactions.

Which Dimensional Global Real Estate ETF major shareholders have been selling company stock?

Of the 28 institutional investors that sold Dimensional Global Real Estate ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Cable Hill Partners LLC ($269.25K), Lam Group Inc. ($194.13K), Cooper Haims Advisors LLC ($84.16K), New Capital Management LP ($75.90K), RFG Advisory LLC ($75.89K), Apella Capital LLC ($74.75K), and Great Oak Capital Partners LLC ($60.05K).

How much institutional selling is happening at Dimensional Global Real Estate ETF?

Institutional investors have sold a total of 1,001,440 shares in the last 24 months. This volume of shares sold represents approximately $24.43M in transactions.


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This page (NYSEARCA:DFGR) was last updated on 5/16/2024 by MarketBeat.com Staff

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