DFGR Institutional Ownership & Shareholders
DIM GLOBAL REAL ESTATE ETF (DFGR) is currently held by 334 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $3.04B based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Forum Financial Management, Lp is currently the largest disclosed institutional shareholder of DFGR tracked by InsiderSet, reporting ownership valued at approximately $500.79M in its September 30, 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 $519.67M, representing an estimated gain of +3.77% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 55% 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
334
Total Reported Value
$3.04B
Largest Holder
Forum Financial Management, Lp
Largest Position
$500.79M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
32
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 | 6.51% | 18,513,312 | $500,785,084 | $519,668,668 | +$18,883,584 | +3.77% | |
| Savant Capital, Llc | 1.31% | 15,348,111 | $444,634,847 | $430,821,476 | -$13,813,371 | -3.11% | |
| Jmg Financial Group, Ltd. | 4.70% | 6,710,457 | $194,401,945 | $188,362,528 | -$6,039,417 | -3.11% | |
| Focus Partners Wealth | 0.12% | 3,958,658 | $114,682,362 | $111,119,530 | -$3,562,832 | -3.11% | |
| Brighton Jones Llc | 1.63% | 3,030,424 | $87,791,369 | $85,064,002 | -$2,727,367 | -3.11% | |
| Wealthspire Advisors, Llc | 0.44% | 2,777,041 | $80,450,870 | $77,951,541 | -$2,499,329 | -3.11% | |
| Lifeguide Financial Advisors, Llc | 20.72% | 2,726,735 | $73,758,193 | $76,539,451 | +$2,781,258 | +3.77% | |
| Tci Wealth Advisors, Inc. | 2.73% | 2,502,728 | $67,698,802 | $70,251,575 | +$2,552,773 | +3.77% | |
| Focus Partners Advisor Solutions, Llc | 0.53% | 2,168,246 | $62,814,110 | $60,862,665 | -$1,951,445 | -3.11% | |
| Dinuzzo Private Wealth, Inc. | 5.06% | 1,881,608 | $50,897,504 | $52,816,737 | +$1,919,233 | +3.77% | |
| Maseco Llp | 1.27% | 1,714,336 | $46,381,376 | $48,121,412 | +$1,740,036 | +3.75% | |
| Lpl Financial Llc | 0.01% | 1,299,964 | $37,659,971 | $36,489,989 | -$1,169,982 | -3.11% | |
| Rockwood Wealth Management, Llc | 2.13% | 1,311,919 | $35,487,407 | $36,825,566 | +$1,338,159 | +3.77% | |
| Summit Financial Strategies, Inc. | 2.41% | 1,283,775 | $34,726,115 | $36,035,564 | +$1,309,449 | +3.77% | |
| Rather & Kittrell, Inc. | 4.83% | 1,193,486 | $34,575,307 | $33,501,152 | -$1,074,155 | -3.11% | |
| Creative Capital Management Investments Llc | 6.74% | 1,104,840 | $29,885,922 | $31,012,859 | +$1,126,937 | +3.77% | |
| Financial Plan, Inc. | 2.77% | 1,006,202 | $29,149,671 | $28,244,090 | -$905,581 | -3.11% | |
| Great Waters Wealth Management | 2.54% | 1,044,549 | $28,255,046 | $29,320,490 | +$1,065,444 | +3.77% | |
| Wpwealth Llp | 3.99% | 927,899 | $26,881,237 | $26,046,125 | -$835,112 | -3.11% | |
| Wescott Financial Advisory Group, Llc | 2.02% | 898,892 | $26,040,887 | $25,231,898 | -$808,989 | -3.11% | |
| Guardian Wealth Management, Llc | 6.91% | 902,108 | $24,402,021 | $25,322,172 | +$920,151 | +3.77% | |
| Verisail Partners, Llc | 9.00% | 898,531 | $24,305,264 | $25,221,765 | +$916,501 | +3.77% | |
| Onedigital Investment Advisors Llc | 0.20% | 827,005 | $23,958,326 | $23,214,030 | -$744,296 | -3.11% | |
| Index Fund Advisors, Inc. | 0.94% | 819,333 | $23,736,087 | $22,998,677 | -$737,410 | -3.11% | |
| Beacon Pointe Advisors, Llc | 0.09% | 665,263 | $19,272,678 | $18,673,932 | -$598,746 | -3.11% | |
| Quantum Financial Advisors, Llc | 1.87% | 653,829 | $18,941,426 | $18,352,980 | -$588,446 | -3.11% | |
| Wealth Enhancement Advisory Services, Llc | 0.03% | 703,230 | $18,874,697 | $19,739,666 | +$864,969 | +4.58% | |
| Cwm, Llc | 0.05% | 705,922 | $18,763,404 | $19,815,231 | +$1,051,827 | +5.61% | |
| Wealth Management Nebraska | 1.64% | 693,350 | $18,755,128 | $19,462,335 | +$707,207 | +3.77% | |
| Rs Crum Inc. | 3.47% | 685,906 | $18,553,760 | $19,253,381 | +$699,621 | +3.77% | |
| Integris Wealth Management, Llc | 3.55% | 683,213 | $18,480,907 | $19,177,789 | +$696,882 | +3.77% | |
| Envestnet Asset Management Inc | 0.00% | 631,263 | $18,287,698 | $17,719,552 | -$568,146 | -3.11% | |
| Level Financial Advisors | 3.95% | 660,036 | $17,853,969 | $18,527,211 | +$673,242 | +3.77% | |
| Private Wealth Management Group, Llc | 3.96% | 650,635 | $17,599,678 | $18,263,324 | +$663,646 | +3.77% | |
| Aspen Capital Management, Llc | 3.54% | 553,939 | $16,047,624 | $15,549,068 | -$498,556 | -3.11% | |
| Planning Center, Inc. | 1.51% | 551,990 | $15,991,150 | $15,494,359 | -$496,791 | -3.11% | |
| Awm Capital, Llc | 1.12% | 590,536 | $15,974,002 | $16,576,346 | +$602,344 | +3.77% | |
| Evanson Asset Management, Llc | 0.80% | 562,453 | $14,950,004 | $15,788,056 | +$838,052 | +5.61% | |
| Apella Capital, Llc | 0.18% | 540,027 | $14,434,927 | $15,158,558 | +$723,631 | +5.01% | |
| Harbour Investments, Inc. | 0.18% | 470,460 | $13,629,233 | $13,205,812 | -$423,421 | -3.11% | |
| Geometric Wealth Advisors | 1.46% | 465,667 | $13,490,360 | $13,071,273 | -$419,087 | -3.11% | |
| Syverson Strege & Co | 2.91% | 495,613 | $13,406,332 | $13,911,857 | +$505,525 | +3.77% | |
| Mclean Asset Management Corp | 1.70% | 430,559 | $12,830,652 | $12,085,791 | -$744,861 | -5.81% | |
| Commonwealth Equity Services, Llc | 0.02% | 464,954 | $12,577,010 | $13,051,259 | +$474,249 | +3.77% | |
| Allworth Financial Lp | 0.05% | 428,449 | $12,412,176 | $12,026,563 | -$385,613 | -3.11% | |
| Xy Planning Network, Inc. | 1.33% | 455,858 | $12,330,964 | $12,795,934 | +$464,970 | +3.77% | |
| Flow Traders U.S. Llc | 0.48% | 405,981 | $11,761,000 | $11,395,887 | -$365,113 | -3.10% | |
| Sjs Investment Consulting Inc. | 1.14% | 419,650 | $11,351,536 | $11,779,576 | +$428,040 | +3.77% | |
| American Investment Services, Inc. | 2.37% | 386,559 | $11,198,618 | $10,850,711 | -$347,907 | -3.11% | |
| Bridge Generations Wealth Management Llc | 5.46% | 370,107 | $10,721,988 | $10,388,903 | -$333,085 | -3.11% |
Frequently asked questions about DFGR
Who are the largest institutional holders of DFGR?
The largest institutional holders of DFGR reported in the latest SEC Form 13F filings include Forum Financial Management, Lp, Savant Capital, Llc, Jmg Financial Group, Ltd., Focus Partners Wealth, and Brighton Jones Llc. InsiderSet ranks institutional holders by their latest reported DFGR position.
What is DFGR institutional ownership?
This page tracks DFGR positions reported by institutional investment managers through SEC Form 13F. DIM GLOBAL REAL ESTATE ETF (DFGR) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own DFGR?
InsiderSet currently tracks 334 institutional managers reporting DFGR holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of DFGR shareholders.
How much DFGR stock do institutions own?
Institutional investment managers disclosed approximately $3.04B in DFGR holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was DFGR institutional ownership last updated?
The latest DFGR institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional DFGR holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its DFGR position after the reporting date.
Are institutions buying or selling DFGR?
Institutional buying and selling can be analyzed by comparing DFGR positions across consecutive 13F reporting periods. InsiderSet's DFGR Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View DFGR ownership changes.
How has DFGR institutional ownership changed over time?
InsiderSet tracks DFGR institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.