| Filer | Ownership | Change % | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
|---|---|---|---|---|---|---|---|---|
| Savant Capital, LLC | 11% | +45% | $295,610,606 | +$118,649,472 | 11,188,895 | +67% | Savant Capital, LLC | 31 Jan 2026 |
As of 31 Dec 2025, 305 institutional investors reported holding 92,031,808 shares of Dimensional ETF Trust - GLOBAL REAL EST (DFGR). This represents 87% of the company’s total 105,456,126 outstanding shares.
The largest institutional shareholders of Dimensional ETF Trust - GLOBAL REAL EST (DFGR) together control 61% 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 | 16% | 16,638,902 | +7.7% | 5.7% | $439,599,779 |
| Savant Capital, LLC | 9.9% | 10,439,385 | +24% | 1.6% | $275,808,532 |
| JMG Financial Group, Ltd. | 5.4% | 5,701,658 | +6.5% | 4.2% | $150,637,814 |
| Focus Partners Wealth | 3.8% | 4,005,871 | +12% | 0.12% | $105,835,125 |
| Wealthspire Advisors, LLC | 2.6% | 2,742,694 | +8% | 0.58% | $72,461,965 |
| TCI Wealth Advisors, Inc. | 2.5% | 2,654,516 | +18% | 3.9% | $70,132,321 |
| BRIGHTON JONES LLC | 2.5% | 2,611,200 | +8.8% | 2.5% | $68,987,911 |
| LifeGuide Financial Advisors, LLC | 2.3% | 2,412,706 | +10% | 21% | $63,864,316 |
| DiNuzzo Private Wealth, Inc. | 1.7% | 1,815,929 | +7.6% | 5.2% | $47,976,837 |
| MASECO LLP | 1.4% | 1,471,409 | +5.7% | 1.7% | $38,859,923 |
| LPL Financial LLC | 1.1% | 1,166,926 | +11% | 0.01% | $30,830,187 |
| Rather & Kittrell, Inc. | 0.98% | 1,029,717 | +19% | 4.4% | $27,205,126 |
| Wescott Financial Advisory Group, LLC | 0.92% | 973,477 | +0.36% | 2.2% | $25,719,252 |
| Summit Financial Strategies, Inc. | 0.91% | 957,430 | +10% | 2.1% | $25,295,311 |
| WPWealth LLP | 0.88% | 931,457 | +7.2% | 3.9% | $24,609,087 |
| Beacon Pointe Advisors, LLC | 0.87% | 915,337 | +36% | 0.17% | $24,183,211 |
| Rockwood Wealth Management, LLC | 0.85% | 901,221 | +26% | 1.8% | $23,810,259 |
| Guardian Wealth Management, LLC | 0.83% | 873,467 | 0% | 7.3% | $23,076,998 |
| Index Fund Advisors, Inc. | 0.81% | 856,707 | +8.3% | 1.1% | $22,634,194 |
| Financial Plan, Inc. | 0.81% | 851,353 | 0% | 2.6% | $22,492,755 |
| Verisail Partners, LLC | 0.8% | 844,520 | +6.4% | 9.2% | $22,312,218 |
| Great Waters Wealth Management | 0.79% | 831,153 | +16% | 2.4% | $21,959,064 |
| Creative Capital Management Investments LLC | 0.76% | 805,595 | +10% | 6.4% | $21,283,820 |
| OneDigital Investment Advisors LLC | 0.76% | 802,414 | +4.9% | 0.21% | $21,199,779 |
| Arax Advisory Partners | 0.71% | 747,077 | 0.57% | $19,737,763 |
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2025 Q4 | 92,031,808 | $2,432,250,183 | +$241,215,150 | $26.42 | 305 |
| 2025 Q3 | 81,265,177 | $2,218,656,137 | +$151,498,708 | $27.31 | 279 |
| 2025 Q2 | 76,040,684 | $2,040,235,759 | +$105,853,048 | $26.83 | 260 |
| 2025 Q1 | 71,262,050 | $1,870,498,197 | +$131,700,967 | $26.26 | 249 |
| 2024 Q4 | 65,602,790 | $1,675,577,870 | +$154,656,114 | $25.54 | 244 |
| 2024 Q3 | 56,360,105 | $1,625,629,257 | +$225,520,653 | $28.86 | 193 |
| 2024 Q2 | 53,010,790 | $1,325,834,619 | +$105,350,512 | $24.99 | 179 |
| 2024 Q1 | 48,340,813 | $1,233,789,427 | +$95,794,439 | $25.53 | 159 |
| 2023 Q4 | 44,490,608 | $1,155,267,308 | +$316,804,927 | $25.98 | 157 |
| 2023 Q3 | 29,457,737 | $659,919,546 | +$170,510,159 | $22.41 | 102 |
| 2023 Q2 | 21,735,514 | $530,217,344 | +$266,754,039 | $24.39 | 93 |
| 2023 Q1 | 10,845,468 | $266,264,063 | +$104,140,220 | $24.55 | 67 |
| 2022 Q4 | 6,606,351 | $161,783,304 | +$142,192,089 | $24.40 | 38 |