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 $3.05B 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 $530.27M, representing an estimated gain of +1.69% 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
334
Total Reported Value
$3.05B
Largest Holder
Forum Financial Management, Lp
Largest Position
$521.45M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
30
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 | $530,271,722 | +$8,819,855 | +1.69% | |
| Savant Capital, Llc | 1.31% | 15,348,111 | $444,634,847 | $452,155,350 | +$7,520,503 | +1.69% | |
| Jmg Financial Group, Ltd. | 4.70% | 6,710,457 | $194,401,945 | $197,690,063 | +$3,288,118 | +1.69% | |
| Focus Partners Wealth | 0.12% | 3,958,658 | $114,682,362 | $116,622,065 | +$1,939,703 | +1.69% | |
| Brighton Jones Llc | 1.63% | 3,030,424 | $87,791,369 | $89,276,291 | +$1,484,922 | +1.69% | |
| Tci Wealth Advisors, Inc. | 3.52% | 2,805,784 | $81,283,554 | $82,658,397 | +$1,374,843 | +1.69% | |
| Wealthspire Advisors, Llc | 0.44% | 2,777,041 | $80,450,870 | $81,811,628 | +$1,360,758 | +1.69% | |
| Lifeguide Financial Advisors, Llc | 21.40% | 2,593,868 | $75,144,369 | $76,415,351 | +$1,270,982 | +1.69% | |
| Focus Partners Advisor Solutions, Llc | 0.53% | 2,168,246 | $62,814,110 | $63,876,527 | +$1,062,417 | +1.69% | |
| Dinuzzo Private Wealth, Inc. | 5.28% | 1,844,046 | $53,422,014 | $54,325,595 | +$903,581 | +1.69% | |
| Maseco Llp | 1.31% | 1,609,286 | $46,629,066 | $47,409,566 | +$780,500 | +1.67% | |
| Lpl Financial Llc | 0.01% | 1,299,964 | $37,659,971 | $38,296,939 | +$636,968 | +1.69% | |
| Rather & Kittrell, Inc. | 4.83% | 1,193,486 | $34,575,307 | $35,160,098 | +$584,791 | +1.69% | |
| Rockwood Wealth Management, Llc | 2.11% | 1,152,153 | $33,377,864 | $33,942,427 | +$564,563 | +1.69% | |
| Summit Financial Strategies, Inc. | 2.27% | 1,116,692 | $32,350,560 | $32,897,746 | +$547,186 | +1.69% | |
| Creative Capital Management Investments Llc | 7.00% | 1,047,552 | $30,347,581 | $30,860,882 | +$513,301 | +1.69% | |
| Financial Plan, Inc. | 2.77% | 1,006,202 | $29,149,671 | $29,642,711 | +$493,040 | +1.69% | |
| Great Waters Wealth Management | 2.55% | 951,736 | $27,571,798 | $28,038,143 | +$466,345 | +1.69% | |
| Wpwealth Llp | 3.99% | 927,899 | $26,881,237 | $27,335,905 | +$454,668 | +1.69% | |
| Guardian Wealth Management, Llc | 7.41% | 912,517 | $26,435,617 | $26,882,751 | +$447,134 | +1.69% | |
| Wescott Financial Advisory Group, Llc | 2.02% | 898,892 | $26,040,887 | $26,481,358 | +$440,471 | +1.69% | |
| Verisail Partners, Llc | 9.35% | 870,403 | $25,215,574 | $25,642,072 | +$426,498 | +1.69% | |
| Onedigital Investment Advisors Llc | 0.20% | 827,005 | $23,958,326 | $24,363,567 | +$405,241 | +1.69% | |
| Index Fund Advisors, Inc. | 0.94% | 819,333 | $23,736,087 | $24,137,550 | +$401,463 | +1.69% | |
| Rs Crum Inc. | 3.66% | 674,314 | $19,534,891 | $19,865,290 | +$330,399 | +1.69% | |
| Beacon Pointe Advisors, Llc | 0.09% | 665,263 | $19,272,678 | $19,598,648 | +$325,970 | +1.69% | |
| Wealth Management Nebraska | 1.71% | 659,883 | $19,116,821 | $19,440,153 | +$323,332 | +1.69% | |
| Quantum Financial Advisors, Llc | 1.87% | 653,829 | $18,941,426 | $19,261,802 | +$320,376 | +1.69% | |
| Cwm, Llc | 0.05% | 705,922 | $18,763,404 | $20,796,462 | +$2,033,058 | +10.84% | |
| Integris Wealth Management, Llc | 3.78% | 646,737 | $18,735,981 | $19,052,872 | +$316,891 | +1.69% | |
| Envestnet Asset Management Inc | 0.00% | 631,263 | $18,287,698 | $18,597,008 | +$309,310 | +1.69% | |
| Private Wealth Management Group, Llc | 4.16% | 618,649 | $17,922,262 | $18,225,400 | +$303,138 | +1.69% | |
| Level Financial Advisors | 4.00% | 618,117 | $17,906,845 | $18,209,727 | +$302,882 | +1.69% | |
| Aspen Capital Management, Llc | 3.54% | 553,939 | $16,047,624 | $16,319,043 | +$271,419 | +1.69% | |
| Planning Center, Inc. | 1.51% | 551,990 | $15,991,150 | $16,261,625 | +$270,475 | +1.69% | |
| Awm Capital, Llc | 1.21% | 519,832 | $15,059,553 | $15,314,251 | +$254,698 | +1.69% | |
| Evanson Asset Management, Llc | 0.80% | 562,453 | $14,950,004 | $16,569,865 | +$1,619,861 | +10.84% | |
| Syverson Strege & Co | 3.02% | 478,322 | $13,856,983 | $14,091,366 | +$234,383 | +1.69% | |
| Harbour Investments, Inc. | 0.18% | 470,460 | $13,629,233 | $13,859,752 | +$230,519 | +1.69% | |
| Geometric Wealth Advisors | 1.46% | 465,667 | $13,490,360 | $13,718,550 | +$228,190 | +1.69% | |
| Wealth Enhancement Advisory Services, Llc | 0.02% | 455,872 | $13,325,144 | $13,429,989 | +$104,845 | +0.79% | |
| Commonwealth Equity Services, Llc | 0.02% | 457,141 | $13,243,380 | $13,467,374 | +$223,994 | +1.69% | |
| Mclean Asset Management Corp | 1.70% | 430,559 | $12,830,652 | $12,684,268 | -$146,384 | -1.14% | |
| Allworth Financial Lp | 0.05% | 428,449 | $12,412,176 | $12,622,108 | +$209,932 | +1.69% | |
| American Investment Services, Inc. | 2.37% | 386,559 | $11,198,618 | $11,388,028 | +$189,410 | +1.69% | |
| Sjs Investment Consulting Inc. | 1.19% | 378,778 | $10,973,205 | $11,158,800 | +$185,595 | +1.69% | |
| Sprinkle Financial Consultants Llc | 4.30% | 378,545 | $10,966,358 | $11,151,936 | +$185,578 | +1.69% | |
| Xy Planning Network, Inc. | 1.36% | 374,316 | $10,843,918 | $11,027,349 | +$183,431 | +1.69% | |
| Bridge Generations Wealth Management Llc | 5.46% | 370,107 | $10,721,988 | $10,903,352 | +$181,364 | +1.69% | |
| Vestmark Advisory Solutions, Inc. | 0.10% | 366,862 | $10,627,986 | $10,807,755 | +$179,769 | +1.69% |
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.