DIM GLOBAL REAL ESTATE ETF (DFGR) 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 June 30, 2026. The institutional investors covered on this page collectively reported approximately $2.83B 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 $521.45M in its June 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 $536.39M, representing an estimated gain of +2.87% 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
321
Total Reported Value
$2.83B
Largest Holder
Forum Financial Management, Lp
Largest Position
$521.45M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
35
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 | 6.70% | 17,999,719 | $521,451,867 | $536,391,626 | +$14,939,759 | +2.87% | |
| Savant Capital, Llc | 1.64% | 12,749,013 | $338,868,756 | $379,920,587 | +$41,051,831 | +12.11% | |
| Jmg Financial Group, Ltd. | 4.70% | 6,710,457 | $194,401,945 | $199,971,619 | +$5,569,674 | +2.87% | |
| Focus Partners Wealth | 0.12% | 4,074,640 | $108,303,948 | $121,424,272 | +$13,120,324 | +12.11% | |
| Tci Wealth Advisors, Inc. | 3.52% | 2,805,784 | $81,283,554 | $83,612,363 | +$2,328,809 | +2.87% | |
| Lifeguide Financial Advisors, Llc | 21.40% | 2,593,868 | $75,144,369 | $77,297,266 | +$2,152,897 | +2.87% | |
| Brighton Jones Llc | 3.13% | 2,798,216 | $74,376,584 | $83,386,837 | +$9,010,253 | +12.11% | |
| Wealthspire Advisors, Llc | 0.58% | 2,755,256 | $73,234,708 | $82,106,629 | +$8,871,921 | +12.11% | |
| Dinuzzo Private Wealth, Inc. | 5.28% | 1,844,046 | $53,422,014 | $54,952,571 | +$1,530,557 | +2.87% | |
| Focus Partners Advisor Solutions, Llc | 0.47% | 1,777,101 | $47,023,776 | $52,957,610 | +$5,933,834 | +12.62% | |
| Maseco Llp | 1.30% | 1,556,109 | $41,330,264 | $46,372,048 | +$5,041,784 | +12.20% | |
| Rockwood Wealth Management, Llc | 2.11% | 1,152,153 | $33,377,864 | $34,334,159 | +$956,295 | +2.87% | |
| Lpl Financial Llc | 0.01% | 1,218,381 | $32,384,571 | $36,307,754 | +$3,923,183 | +12.11% | |
| Summit Financial Strategies, Inc. | 2.27% | 1,116,692 | $32,350,560 | $33,277,422 | +$926,862 | +2.87% | |
| Creative Capital Management Investments Llc | 7.00% | 1,047,552 | $30,347,581 | $31,217,050 | +$869,469 | +2.87% | |
| Rather & Kittrell, Inc. | 4.55% | 1,109,900 | $29,501,131 | $33,075,020 | +$3,573,889 | +12.11% | |
| Great Waters Wealth Management | 2.55% | 951,736 | $27,571,798 | $28,361,733 | +$789,935 | +2.87% | |
| Guardian Wealth Management, Llc | 7.41% | 912,517 | $26,435,617 | $27,193,007 | +$757,390 | +2.87% | |
| Wpwealth Llp | 3.91% | 963,275 | $25,603,862 | $28,705,595 | +$3,101,733 | +12.11% | |
| Verisail Partners, Llc | 9.35% | 870,403 | $25,215,574 | $25,938,009 | +$722,435 | +2.87% | |
| Financial Plan, Inc. | 2.64% | 927,539 | $24,653,999 | $27,640,662 | +$2,986,663 | +12.11% | |
| Wescott Financial Advisory Group, Llc | 2.12% | 908,162 | $24,138,941 | $27,063,228 | +$2,924,287 | +12.11% | |
| Index Fund Advisors, Inc. | 1.05% | 881,680 | $23,435,053 | $26,274,064 | +$2,839,011 | +12.11% | |
| Onedigital Investment Advisors Llc | 0.21% | 820,150 | $21,799,575 | $24,440,470 | +$2,640,895 | +12.11% | |
| Beacon Pointe Advisors, Llc | 0.11% | 813,973 | $21,635,416 | $24,256,395 | +$2,620,979 | +12.11% | |
| Wealth Management Nebraska | 1.71% | 659,883 | $19,116,821 | $19,664,513 | +$547,692 | +2.86% | |
| Quantum Financial Advisors, Llc | 1.87% | 653,829 | $18,941,426 | $19,484,104 | +$542,678 | +2.87% | |
| Cwm, Llc | 0.05% | 705,922 | $18,763,404 | $21,036,476 | +$2,273,072 | +12.11% | |
| Integris Wealth Management, Llc | 3.78% | 646,737 | $18,735,981 | $19,272,763 | +$536,782 | +2.86% | |
| Private Wealth Management Group, Llc | 4.16% | 618,649 | $17,922,262 | $18,435,740 | +$513,478 | +2.87% | |
| Level Financial Advisors | 4.00% | 618,117 | $17,906,845 | $18,419,887 | +$513,042 | +2.87% | |
| Rs Crum Inc. | 3.42% | 665,326 | $17,684,373 | $19,826,715 | +$2,142,342 | +12.11% | |
| Jane Street Group, Llc | 0.02% | 601,668 | $15,992,335 | $17,929,706 | +$1,937,371 | +12.11% | |
| Planning Center, Inc. | 1.51% | 551,990 | $15,991,150 | $16,449,302 | +$458,152 | +2.87% | |
| Corient Private Wealth Llc | 0.02% | 583,571 | $15,511,297 | $17,390,416 | +$1,879,119 | +12.11% | |
| Awm Capital, Llc | 1.21% | 519,832 | $15,059,553 | $15,490,994 | +$431,441 | +2.86% | |
| Evanson Asset Management, Llc | 0.80% | 562,453 | $14,950,004 | $16,761,099 | +$1,811,095 | +12.11% | |
| Aspen Capital Management, Llc | 3.60% | 546,636 | $14,529,575 | $16,289,753 | +$1,760,178 | +12.11% | |
| Wealth Enhancement Advisory Services, Llc | 0.02% | 455,872 | $13,325,144 | $13,584,986 | +$259,842 | +1.95% | |
| Commonwealth Equity Services, Llc | 0.02% | 457,141 | $13,243,380 | $13,622,802 | +$379,422 | +2.86% | |
| Syverson Strege & Co | 3.04% | 476,086 | $12,654,379 | $14,187,363 | +$1,532,984 | +12.11% | |
| Geometric Wealth Advisors | 1.48% | 444,723 | $11,820,729 | $13,252,745 | +$1,432,016 | +12.11% | |
| Harbour Investments, Inc. | 0.18% | 434,842 | $11,558,118 | $12,958,292 | +$1,400,174 | +12.11% | |
| Sjs Investment Consulting Inc. | 1.19% | 378,778 | $10,973,205 | $11,287,584 | +$314,379 | +2.86% | |
| Sprinkle Financial Consultants Llc | 4.30% | 378,545 | $10,966,358 | $11,280,641 | +$314,283 | +2.87% | |
| Vestmark Advisory Solutions, Inc. | 0.12% | 411,583 | $10,939,885 | $12,265,173 | +$1,325,288 | +12.11% | |
| Xy Planning Network, Inc. | 1.36% | 374,316 | $10,843,918 | $11,154,617 | +$310,699 | +2.87% | |
| Bridge Generations Wealth Management Llc | 5.46% | 370,107 | $10,721,988 | $11,029,189 | +$307,201 | +2.87% | |
| Elser Financial Planning, Inc | 0.44% | 353,220 | $10,232,787 | $10,525,956 | +$293,169 | +2.86% | |
| Apella Capital, Llc | 0.14% | 342,804 | $10,099,018 | $10,215,559 | +$116,541 | +1.15% |
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.