| Filer | Ownership | Change % | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
|---|---|---|---|---|---|---|---|---|
| Savant Capital, LLC | 7.4% | $175,621,534 | 6,697,999 | Savant Capital, LLC | 30 Apr 2025 |
As of 30 Sep 2025, 278 institutional investors reported holding 81,256,215 shares of Dimensional ETF Trust - GLOBAL REAL EST (DFGR). This represents 90% of the company’s total 90,148,035 outstanding shares.
The largest institutional shareholders of Dimensional ETF Trust - GLOBAL REAL EST (DFGR) together control 64% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.
| Institution | Ownership % | Shares Held | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| Forum Financial Management, LP | 17% | 15,451,214 | +6.4% | 5.8% | $421,972,642 |
| Savant Capital, LLC | 9.4% | 8,441,621 | +26% | 1.2% | $230,540,121 |
| JMG Financial Group, Ltd. | 5.9% | 5,355,327 | +7.2% | 4.2% | $146,253,987 |
| Focus Partners Wealth | 4% | 3,578,334 | +11% | 0.16% | $97,724,325 |
| Wealthspire Advisors, LLC | 2.8% | 2,538,625 | +3% | 0.36% | $69,329,838 |
| BRIGHTON JONES LLC | 2.7% | 2,399,150 | +8.1% | 1.6% | $65,520,790 |
| TCI Wealth Advisors, Inc. | 2.5% | 2,258,395 | +17% | 3.7% | $61,676,760 |
| LifeGuide Financial Advisors, LLC | 2.4% | 2,186,062 | +0.08% | 22% | $59,001,808 |
| DiNuzzo Private Wealth, Inc. | 1.9% | 1,688,254 | +2.4% | 5.3% | $46,376,327 |
| MASECO LLP | 1.5% | 1,392,002 | +2.9% | 1.8% | $38,071,255 |
| LPL Financial LLC | 1.2% | 1,053,388 | +8% | 0.01% | $28,768,028 |
| Wescott Financial Advisory Group, LLC | 1.1% | 969,998 | +1.3% | 2.4% | $26,490,637 |
| Focus Partners Advisor Solutions, LLC | 1.1% | 958,623 | -17% | 0.3% | $26,172,559 |
| Summit Financial Strategies, Inc. | 0.96% | 869,361 | +4.6% | 2% | $23,742,260 |
| WPWealth LLP | 0.96% | 868,907 | +7% | 3.9% | $23,729,839 |
| Rather & Kittrell, Inc. | 0.96% | 861,828 | +17% | 4.1% | $23,536,523 |
| Verisail Partners, LLC | 0.88% | 794,083 | +1.3% | 9.2% | $21,686,407 |
| Index Fund Advisors, Inc. | 0.88% | 791,200 | +1.7% | 1% | $21,607,680 |
| OneDigital Investment Advisors LLC | 0.85% | 764,622 | +2.4% | 0.21% | $20,881,824 |
| Creative Capital Management Investments LLC | 0.81% | 731,929 | +8.3% | 6.4% | $19,988,981 |
| Great Waters Wealth Management | 0.8% | 717,379 | +7.9% | 2.3% | $19,591,612 |
| Rockwood Wealth Management, LLC | 0.79% | 712,946 | +33% | 1.6% | $19,470,551 |
| Beacon Pointe Advisors, LLC | 0.75% | 673,872 | +1623% | 0.16% | $18,403,453 |
| Quantum Financial Advisors, LLC | 0.73% | 654,445 | -4.2% | 2.2% | $17,872,893 |
| Willow Creek Wealth Management Inc. | 0.71% | 638,861 | +14% | 1.4% | $17,447,305 |
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2025 Q4 | 6,246,659 | $165,323,688 | +$15,096,326 | $26.42 | 38 |
| 2025 Q3 | 81,256,215 | $2,218,411,330 | +$151,459,476 | $27.31 | 278 |
| 2025 Q2 | 76,040,684 | $2,040,235,759 | +$105,853,050 | $26.83 | 260 |
| 2025 Q1 | 71,262,050 | $1,870,498,197 | +$131,700,974 | $26.26 | 249 |
| 2024 Q4 | 65,261,677 | $1,667,071,188 | +$153,046,725 | $25.54 | 239 |
| 2024 Q3 | 55,943,360 | $1,613,601,996 | +$224,353,092 | $28.86 | 189 |
| 2024 Q2 | 52,452,077 | $1,311,872,373 | +$102,324,488 | $24.99 | 175 |
| 2024 Q1 | 48,053,330 | $1,226,449,959 | +$94,088,264 | $25.53 | 156 |
| 2023 Q4 | 96,589 | $2,509,394 | $25.98 | 1 | |
| 2023 Q3 | 29,440,801 | $659,540,021 | +$170,456,128 | $22.41 | 101 |
| 2023 Q2 | 21,721,014 | $529,863,701 | +$266,300,378 | $24.39 | 92 |
| 2023 Q1 | 10,845,468 | $266,264,063 | +$104,140,184 | $24.55 | 67 |
| 2022 Q4 | 6,606,351 | $161,783,304 | +$142,192,107 | $24.40 | 38 |