Dimensional Global Real Estate

DFGR • ARCA

Dimensional Global Real Estate is an exchange-traded fund on ARCA. As of Q3 2025, 274 institutional investors hold shares in this ETF, with total holdings valued at $2.2B. Forum Financial Management, LP is the largest holder with a position valued at $422.0M.

Overview

Overview of institutional ownership in DFGR as of Q3 2025

All Institutions

Institutions: 274
Value Held: $2.2B
Shares Held: 79.4M
Avg Position: $7.9M
Median Position: $1.4M

Hedge Funds

Hedge Funds: 2
Value Held: $2.2M
Shares Held: 81.4K
Avg Position: $1.1M
Median Position: $1.1M

Biggest Investors

Institutions with the largest positions in DFGR as of Q3 2025

Institution	Key People	Position Value	Ownership	Owned Since	Total AUM (Long)
Forum Financial Management, LP RIA/Wealth	Nirav Rajen Batavia CIO	$422.0M 5.77% of portfolio	15.5M shares	Q4 2022 Held for 2y 11m	$7.3B
Savant Capital, LLC RIA/Wealth	Brent Raymond Brodeski CEO	$230.5M 1.22% of portfolio	8.4M shares	Q1 2023 Held for 2y 8m	$18.9B
JMG Financial Group, Ltd. RIA/Wealth	Anthony David Cecchini CEO	$146.3M 4.16% of portfolio	5.4M shares	Q1 2023 Held for 2y 8m	$3.5B
C Colony Group, LLC Institution	-	$97.7M 0.16% of portfolio	3.6M shares	Q3 2024 Held for 1y 2m	$61.0B
Sontag Advisory, LLC RIA/Wealth	Michael Anthony Lamena CEO	$69.3M 0.36% of portfolio	2.5M shares	Q3 2024 Held for 1y 2m	$19.1B
BRIGHTON JONES LLC RIA/Wealth	Jon David Jones CEO	$65.5M 1.57% of portfolio	2.4M shares	Q4 2022 Held for 2y 11m	$4.2B
TCI Wealth Advisors, Inc. RIA/Wealth	Samuel Thomas Swift CEO	$61.7M 3.68% of portfolio	2.3M shares	Q4 2022 Held for 2y 11m	$1.7B
LifeGuide Financial Advisors, LLC RIA/Wealth	David Isaac Lutz Managing Partner	$59.0M 22.00% of portfolio	2.2M shares	Q1 2025 Held for 8 months	$268.2M
DiNuzzo Private Wealth, Inc. RIA/Wealth	Patrick Joseph Dinuzzo CEO	$46.4M 5.26% of portfolio	1.7M shares	Q4 2023 Held for 1y 11m	$881.9M
L LPL Financial LLC Institution	-	$28.8M 0.01% of portfolio	1.1M shares	Q3 2023 Held for 2y 2m	$340.07B

Net Capital Flow

Institutional buying and selling activity for DFGR in Q3 2025

Traded: +$141.9M
Buyers: 214
Sellers: 60
Total Bought: +$225.3M
Total Sold: −$83.4M
Avg Position: $7.5M

Biggest Buyers

Institution	Net Bought	Current Position
Savant Capital, LLC RIA/Wealth	+$47.6M +1.7M shares	$230.5M 8.4M shares
Forum Financial Management, LP RIA/Wealth	+$25.5M +933.7K shares	$422.0M 15.5M shares
Beacon Pointe Advisors, LLC RIA/Wealth	+$17.3M +634.8K shares	$18.4M 673.9K shares
C Colony Group, LLC Institution	+$10.0M +368.0K shares	$97.7M 3.6M shares
JMG Financial Group, Ltd. RIA/Wealth	+$9.8M +358.6K shares	$146.3M 5.4M shares
TCI Wealth Advisors, Inc. RIA/Wealth	+$8.9M +324.4K shares	$61.7M 2.3M shares
BRIGHTON JONES LLC RIA/Wealth	+$4.9M +180.1K shares	$65.5M 2.4M shares
Rockwood Wealth Management, LLC RIA/Wealth	+$4.9M +177.9K shares	$19.5M 712.9K shares
C CogentBlue Wealth Advisors, LLC RIA/Wealth	+$4.7M +172.3K shares	$4.7M 172.3K shares
Vawter Financial, Ltd. RIA/Wealth	+$4.5M +163.2K shares	$4.8M 176.8K shares

Biggest Sellers

Institution	Net Sold	Current Position
SRS Capital Advisors, Inc. RIA/Wealth	−$17.6M −656.3K shares	Sold Off 0 shares
Elser Financial Planning, Inc RIA/Wealth	−$11.4M −426.1K shares	Sold Off 0 shares
C CI Private Wealth, LLC RIA/Wealth	−$10.6M −389.1K shares	$15.8M 578.4K shares
J JANE STREET GROUP, LLC Institution	−$7.6M −277.3K shares	$2.6M 94.8K shares
Vestmark Advisory Solutions, Inc. Fund of Funds	−$6.3M −229.1K shares	$7.4M 271.6K shares
Armis Advisers, LLC RIA/Wealth	−$5.6M −209.7K shares	Sold Off 0 shares
Buckingham Strategic Partners RIA/Wealth	−$5.3M −194.3K shares	$26.2M 958.6K shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	−$2.9M −109.6K shares	Sold Off 0 shares
WINNOW WEALTH LLC RIA/Wealth	−$2.9M −108.0K shares	Sold Off 0 shares
Accordant Advisory Group Inc RIA/Wealth	−$2.9M −108.0K shares	Sold Off 0 shares

Entry and Exit Activity

Institutions that initiated new positions or completely exited DFGR in Q3 2025

New Positions: 27
New Value: $26.9M
Exited Positions: 14
Exited Value: $46.0M

New Positions

Institution	Position Value
C CogentBlue Wealth Advisors, LLC RIA/Wealth	$4.7M 172.3K shares
Mach-1 Financial Group, Inc. RIA/Wealth	$3.8M 138.4K shares
Integrity Advisory Solutions, LLC RIA/Wealth	$3.8M 138.4K shares
Tactive Advisors, LLC RIA/Wealth	$2.5M 92.7K shares
BAKER TILLY FINANCIAL, LLC RIA/Wealth	$2.5M 90.9K shares
Sterling Wealth Advisors Inc RIA/Wealth	$1.6M 59.0K shares
Parkwoods Wealth Partners, LLC RIA/Wealth	$1.6M 57.0K shares
M McLean Asset Management Corp RIA/Wealth	$887.8K 32.6K shares
Private Advisor Group, LLC RIA/Wealth	$872.5K 31.9K shares
M My Personal CFO, LLC RIA/Wealth	$766.8K 28.1K shares

Exited Positions

Institution	Previous Position
SRS Capital Advisors, Inc. RIA/Wealth	$17.6M 656.3K shares
Elser Financial Planning, Inc RIA/Wealth	$11.4M 426.1K shares
Armis Advisers, LLC RIA/Wealth	$5.6M 209.7K shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	$2.9M 109.6K shares
WINNOW WEALTH LLC RIA/Wealth	$2.9M 108.0K shares
Accordant Advisory Group Inc RIA/Wealth	$2.9M 108.0K shares
TOWNSQUARE CAPITAL LLC RIA/Wealth	$854.1K 31.8K shares
LJI Wealth Management, LLC RIA/Wealth	$708.5K 26.4K shares
Granite Harbor Advisors, Inc. RIA/Wealth	$386.0K 14.4K shares
BANK OF AMERICA CORP /DE/ Institution	$341.0K 12.7K shares

Options Activity

Institutions with the largest Call and Put options positions in DFGR as of Q3 2025

Call Positions: 0
Call Value: -
Put Positions: 0
Put Value: -

Call Positions

Institution	Position Value
No call positions found

Put Positions

Institution	Position Value
No put positions found

Most Committed Institutions

Institutions with DFGR as the highest % of their portfolio as of Q3 2025

Institution	Key People	Portfolio Weight	Ownership	Owned Since	Total AUM (Long)
LifeGuide Financial Advisors, LLC RIA/Wealth	David Isaac Lutz Managing Partner	22.00% $59.0M	2.2M shares	Q1 2025 Held for 8 months	$268.2M
Verisail Partners, LLC RIA/Wealth	Thaddeus Josiah Gilliam CCO	9.20% $21.7M	794.1K shares	Q4 2024 Held for 11 months	$235.8M
Creative Capital Management Investments LLC RIA/Wealth	Brian William Matter CCO	6.39% $20.0M	731.9K shares	Q1 2023 Held for 2y 8m	$312.9M
B BRIDGE GENERATIONS WEALTH MANAGEMENT LLC RIA/Wealth	Barbara Jean Ray Managing Partner	6.26% $9.4M	345.3K shares	Q4 2024 Held for 11 months	$150.6M
Forum Financial Management, LP RIA/Wealth	Nirav Rajen Batavia CIO	5.77% $422.0M	15.5M shares	Q4 2022 Held for 2y 11m	$7.3B
S Sprinkle Financial Consultants LLC RIA/Wealth	Sean Gary Sprinkle Managing Partner	5.31% $9.4M	346.0K shares	Q4 2023 Held for 1y 11m	$178.0M
DiNuzzo Private Wealth, Inc. RIA/Wealth	Patrick Joseph Dinuzzo CEO	5.26% $46.4M	1.7M shares	Q4 2023 Held for 1y 11m	$881.9M
N New Dimensions Wealth Management, LLC RIA/Wealth	Richard Lance Alston President	4.34% $5.0M	181.3K shares	Q1 2025 Held for 8 months	$114.1M
Parkshore Wealth Management, Inc. RIA/Wealth	Harold Craig Anderson President	4.31% $10.6M	387.2K shares	Q4 2024 Held for 11 months	$245.4M
North Ridge Wealth Advisors, Inc. RIA/Wealth	Brian John Lawrence Owner	4.24% $7.4M	271.5K shares	Q2 2023 Held for 2y 5m	$174.8M

Hedge Fund Spotlight

Discover hedge funds investing in DFGR

CITADEL ADVISORS LLC

Hedge Fund • Multi-Strategy

Portfolio ManagerKenneth Cordele Griffin

Portfolio Value: $122.08B
Positions: 5,531
Last Reported: Q3 2025

Sector Allocation

Position in Dimensional Global Real Estate

Market Value: $1.5M
Shares Held: 56.5K
Portfolio Weight: 0.00%
Owned Since: 2025-Q2

Top Holding	Sector	Market Value	Weight
1 Microsoft MSFT	Software - Infrastructure Technology	$2.1B	1.68%
2 Nvidia NVDA	Semiconductors Technology	$1.8B	1.50%
3 Meta Platforms, Inc. META	Internet Content & Information Communication Services	$1.4B	1.18%