DIM GLOBAL REAL ESTATE ETF (DFGR) Top Institutional Shareholders
DIM GLOBAL REAL ESTATE ETF (DFGR) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended March 31, 2026. The institutional investors covered on this page collectively reported approximately $2.64B in DFGR holdings during the latest filing period.
Forum Financial Management, Lp is currently the largest disclosed institutional shareholder of DFGR tracked by InsiderSet, reporting ownership valued at approximately $465.73M in its March 31, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $503.23M, representing an estimated gain of +8.05% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 56% of the total disclosed DFGR value among the investors covered in this analysis. Major shareholders include Forum Financial Management, Lp, Savant Capital, Llc, Jmg Financial Group, Ltd., and several other long-term asset managers with concentrated positions in DIM GLOBAL REAL ESTATE ETF (DFGR).
This page ranks the largest institutional DFGR shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
313
Total Reported Value
$2.64B
Largest Holder
Forum Financial Management, Lp
Largest Position
$465.73M
Insider Transactions (90d)
0
Latest Filing Quarter
Q1 2026
New Institutional Positions
36
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Forum Financial Management, Lp | 6.59% | 17,521,862 | $465,731,089 | $503,227,877 | +$37,496,788 | +8.05% | |
| Savant Capital, Llc | 1.64% | 12,749,013 | $338,868,756 | $366,151,653 | +$27,282,897 | +8.05% | |
| Jmg Financial Group, Ltd. | 4.64% | 6,344,111 | $168,626,460 | $182,202,868 | +$13,576,408 | +8.05% | |
| Focus Partners Wealth | 0.12% | 4,074,640 | $108,303,948 | $117,023,661 | +$8,719,713 | +8.05% | |
| Brighton Jones Llc | 3.13% | 2,798,216 | $74,376,584 | $80,364,764 | +$5,988,180 | +8.05% | |
| Tci Wealth Advisors, Inc. | 3.93% | 2,784,684 | $74,016,914 | $79,976,124 | +$5,959,210 | +8.05% | |
| Wealthspire Advisors, Llc | 0.58% | 2,755,256 | $73,234,708 | $79,130,952 | +$5,896,244 | +8.05% | |
| Lifeguide Financial Advisors, Llc | 21.33% | 2,509,620 | $66,705,702 | $72,076,286 | +$5,370,584 | +8.05% | |
| Dinuzzo Private Wealth, Inc. | 5.27% | 1,839,517 | $48,894,359 | $52,830,928 | +$3,936,569 | +8.05% | |
| Focus Partners Advisor Solutions, Llc | 0.47% | 1,777,101 | $47,023,776 | $51,038,341 | +$4,014,565 | +8.54% | |
| Maseco Llp | 1.30% | 1,556,109 | $41,330,264 | $44,691,450 | +$3,361,186 | +8.13% | |
| Lpl Financial Llc | 0.01% | 1,218,381 | $32,384,571 | $34,991,902 | +$2,607,331 | +8.05% | |
| Rather & Kittrell, Inc. | 4.55% | 1,109,900 | $29,501,131 | $31,876,328 | +$2,375,197 | +8.05% | |
| Summit Financial Strategies, Inc. | 2.22% | 1,062,100 | $28,230,615 | $30,503,512 | +$2,272,897 | +8.05% | |
| Rockwood Wealth Management, Llc | 1.92% | 1,006,511 | $26,753,063 | $28,906,996 | +$2,153,933 | +8.05% | |
| Wpwealth Llp | 3.91% | 963,275 | $25,603,862 | $27,665,258 | +$2,061,396 | +8.05% | |
| Financial Plan, Inc. | 2.64% | 927,539 | $24,653,999 | $26,638,920 | +$1,984,921 | +8.05% | |
| Wescott Financial Advisory Group, Llc | 2.12% | 908,162 | $24,138,941 | $26,082,413 | +$1,943,472 | +8.05% | |
| Guardian Wealth Management, Llc | 7.30% | 905,321 | $24,063,432 | $26,000,819 | +$1,937,387 | +8.05% | |
| Creative Capital Management Investments Llc | 6.85% | 898,626 | $23,885,479 | $25,808,539 | +$1,923,060 | +8.05% | |
| Great Waters Wealth Management | 2.50% | 888,367 | $23,612,787 | $25,513,900 | +$1,901,113 | +8.05% | |
| Index Fund Advisors, Inc. | 1.05% | 881,680 | $23,435,053 | $25,321,850 | +$1,886,797 | +8.05% | |
| Verisail Partners, Llc | 9.30% | 862,304 | $22,920,040 | $24,765,371 | +$1,845,331 | +8.05% | |
| Onedigital Investment Advisors Llc | 0.21% | 820,150 | $21,799,575 | $23,554,708 | +$1,755,133 | +8.05% | |
| Beacon Pointe Advisors, Llc | 0.11% | 813,973 | $21,635,416 | $23,377,305 | +$1,741,889 | +8.05% | |
| Cwm, Llc | 0.05% | 705,922 | $18,763,404 | $20,274,080 | +$1,510,676 | +8.05% | |
| Rs Crum Inc. | 3.42% | 665,326 | $17,684,373 | $19,108,163 | +$1,423,790 | +8.05% | |
| Quantum Financial Advisors, Llc | 1.93% | 646,029 | $17,171,451 | $18,553,953 | +$1,382,502 | +8.05% | |
| Wealth Management Nebraska | 1.67% | 620,513 | $16,493,256 | $17,821,133 | +$1,327,877 | +8.05% | |
| Integris Wealth Management, Llc | 3.73% | 610,267 | $16,220,902 | $17,526,868 | +$1,305,966 | +8.05% | |
| Private Wealth Management Group, Llc | 4.24% | 608,166 | $16,165,054 | $17,466,528 | +$1,301,474 | +8.05% | |
| Jane Street Group, Llc | 0.02% | 601,668 | $15,992,335 | $17,279,905 | +$1,287,570 | +8.05% | |
| Corient Private Wealth Llc | 0.02% | 583,571 | $15,511,297 | $16,760,159 | +$1,248,862 | +8.05% | |
| Level Financial Advisors | 3.95% | 582,284 | $15,477,120 | $16,723,196 | +$1,246,076 | +8.05% | |
| Evanson Asset Management, Llc | 0.80% | 562,453 | $14,950,004 | $16,153,650 | +$1,203,646 | +8.05% | |
| Planning Center, Inc. | 1.47% | 547,107 | $14,542,104 | $15,712,913 | +$1,170,809 | +8.05% | |
| Aspen Capital Management, Llc | 3.60% | 546,636 | $14,529,575 | $15,699,386 | +$1,169,811 | +8.05% | |
| Syverson Strege & Co | 3.04% | 476,086 | $12,654,379 | $13,673,190 | +$1,018,811 | +8.05% | |
| Geometric Wealth Advisors | 1.48% | 444,723 | $11,820,729 | $12,772,445 | +$951,716 | +8.05% | |
| Commonwealth Equity Services, Llc | 0.02% | 439,043 | $11,669,760 | $12,609,315 | +$939,555 | +8.05% | |
| Harbour Investments, Inc. | 0.18% | 434,842 | $11,558,118 | $12,488,662 | +$930,544 | +8.05% | |
| Vestmark Advisory Solutions, Inc. | 0.12% | 411,583 | $10,939,885 | $11,820,664 | +$880,779 | +8.05% | |
| Sprinkle Financial Consultants Llc | 4.60% | 375,364 | $9,977,183 | $10,780,454 | +$803,271 | +8.05% | |
| Elser Financial Planning, Inc | 0.47% | 364,322 | $9,743,790 | $10,463,328 | +$719,538 | +7.38% | |
| Apella Capital, Llc | 0.14% | 330,207 | $9,566,095 | $9,483,545 | -$82,550 | -0.86% | |
| Bridge Generations Wealth Management Llc | 5.48% | 359,686 | $9,560,459 | $10,330,182 | +$769,723 | +8.05% | |
| American Investment Services, Inc. | 2.13% | 358,613 | $9,531,929 | $10,299,365 | +$767,436 | +8.05% | |
| Xy Planning Network, Inc. | 1.48% | 346,201 | $9,257,400 | $9,942,893 | +$685,493 | +7.40% | |
| Allworth Financial Lp | 0.04% | 338,740 | $9,003,719 | $9,728,613 | +$724,894 | +8.05% | |
| Envestnet Asset Management Inc | 0.00% | 336,697 | $8,949,408 | $9,669,938 | +$720,530 | +8.05% |
Frequently asked questions about DFGR
Who owns the most DFGR stock?
The largest holders of DFGR are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for DIM GLOBAL REAL ESTATE ETF (DFGR).
Is DFGR widely held by superinvestors?
Many widely followed stocks like DFGR appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly DFGR is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.