DFGR · Dimensional Global Real Estate ETF ETF
$28.84
-0.12 (-0.41%)
At close · Sep 4
Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.
Holders: 2
Total Value: $5,800,256
Total Shares: 200,216
Institutional Ownership Trend
9 quarters
Holder Concentration
Across 2 13F filers · Δ vs Sep 30, 2024Top Holder
99.6%
+69.4 pts
Top 5
100.0%
+44.1 pts
Top 10
100.0%
+29.4 pts
HHI
9,922
Highly concentrated+8,767
Quarterly Activity
vs Sep 30, 2024
New
1
Increased
0
Decreased
1
Sold Out
129
Unchanged
0
Holder count:
-128
Institutional value:
-99.6%
Shares held:
-99.6%
Top Buyers
vs Sep 30, 2024No qualifying movers this quarter.
Top Sellers
vs Sep 30, 2024| Institution | Sold | Now Holds | Open |
|---|---|---|---|
| Large Corient Private Wealth LLC | −1,848,312 | 199,437 |
Top New Positions
vs Sep 30, 2024| Institution | Acquired | Value (USD) | Open |
|---|---|---|---|
| Mid Parkside Financial Bank & Trust | 779 | $22,567 |
Top Sold-Out Positions
vs Sep 30, 2024| Institution | Previously Held | Last Value (USD) | Open |
|---|---|---|---|
| Small Forum Financial Management, LP | 14,062,260 | $405,836,822 | |
| Mid Savant Capital, LLC | 3,718,316 | $107,310,599 | |
| Small JMG Financial Group, Ltd. | 3,470,292 | $100,152,627 | |
| Large Focus Partners Wealth | 2,639,064 | $76,163,387 | |
| Mid Wealthspire Advisors, LLC | 2,171,563 | $62,671,308 |
| Holder | Value (USD) | % of 13F | Shares | Type | Filed | Open |
|---|---|---|---|---|---|---|
| Large Corient Private Wealth LLC DFGR | $5,777,689 | 99.61% | 199,437 | Shares | 2026-08-27 | |
| Mid Parkside Financial Bank & Trust Bank DFGR | $22,567 | 0.39% | 779 | Shares | 2026-09-04 |