Vault-13

DIMENSIONAL ETF TRUST DFGR

GLOBAL REAL EST · ETP · CUSIP 25434V658

339 institutional holders +21 vs Q1 2026
105,958,353106.0m shares reported held*
$3.1bnreported value*
31 new 203 added 72 reduced 10 sold out net bought ≈ $189.1m (+6.5m shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($3.2m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $28.98.

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

0200400Q4 22: 39Q1 23: 69Q2 23: 96Q3 23: 104Q4 23: 159Q1 24: 162Q2 24: 182Q3 24: 195Q4 24: 246Q1 25: 251Q2 25: 264Q3 25: 280Q4 25: 316Q1 26: 318Q2 26: 339339Q4 22Q4 23Q4 24Q4 25Q2 26
Numbers
QuarterHolders
Q4 202239
Q1 202369
Q2 202396
Q3 2023104
Q4 2023159
Q1 2024162
Q2 2024182
Q3 2024195
Q4 2024246
Q1 2025251
Q2 2025264
Q3 2025280
Q4 2025316
Q1 2026318
Q2 2026339

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
4000400Q3 24: 132 bought or addedQ3 24: 62 cut or sold outQ4 24: 180 bought or addedQ4 24: 40 cut or sold outQ4 24Q1 25: 171 bought or addedQ1 25: 76 cut or sold outQ2 25: 181 bought or addedQ2 25: 71 cut or sold outQ2 25Q3 25: 215 bought or addedQ3 25: 62 cut or sold outQ4 25: 218 bought or addedQ4 25: 63 cut or sold outQ4 25Q1 26: 232 bought or addedQ1 26: 82 cut or sold outQ2 26: 234 bought or addedQ2 26: 82 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 202413262
Q4 202418040
Q1 202517176
Q2 202518171
Q3 202521562
Q4 202521863
Q1 202623282
Q2 202623482

Biggest buyers

Savant Capital, LLC Added +2,599,098+2.6m
Forum Financial Management, LP Added +477,857+477.9k
FLOW TRADERS U.S. LLC New +405,981+406.0k
Focus Partners Advisor Solutions, LLC Added +391,145+391.1k
JMG Financial Group, Ltd. Added +366,346+366.3k
ENVESTNET ASSET MANAGEMENT INC Added +294,566+294.6k
First Command Advisory Services, Inc. Added +253,882+253.9k
BRIGHTON JONES LLC Added +232,208+232.2k
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC Added +220,228+220.2k
AWM CAPITAL, LLC Added +186,795+186.8k

Biggest sellers

JANE STREET GROUP, LLC Reduced -530,555-530.6k
Corient Private Wealth LP Reduced -384,134-384.1k
Beacon Pointe Advisors, LLC Reduced -148,710-148.7k
Focus Partners Wealth Reduced -115,982-116.0k
Mattern Wealth Management LLC Sold out -114,599-114.6k
Financial Engines Advisors L.L.C. Reduced -93,777-93.8k
Index Fund Advisors, Inc. Reduced -62,347-62.3k
Vestmark Advisory Solutions, Inc. Reduced -44,721-44.7k
EverSource Wealth Advisors, LLC Reduced -41,404-41.4k
Tactive Advisors, LLC Reduced -40,918-40.9k

Major shareholders (over 5%)

Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.

HolderStakeChangeShares Last filed
Savant Capital, LLC 13G · institution +3.2 pts · filed 2026-02-06 10.6% +3.2 pts 11.2m≈ $324.1m 2026-02-06

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Forum Financial Management, LP 6.70% of their portfolio LOMBARD, IL 17,999,71918.0m $521.5m $521.5m 6.70% Added +477.9k +477,857
2 Savant Capital, LLC 1.31% of their portfolio ROCKFORD, IL 15,348,11115.3m $444.6m $444.6m 1.31% Added +2.6m +2,599,098
3 JMG Financial Group, Ltd. 4.70% of their portfolio DOWNERS GROVE, IL 6,710,4576.7m $194.4m $194.4m 4.70% Added +366.3k +366,346
4 Focus Partners Wealth 0.12% of their portfolio ST LOUIS, MO 3,958,6584.0m $114.7m $114.7m 0.12% Reduced -116.0k -115,982
5 BRIGHTON JONES LLC 1.63% of their portfolio SEATTLE, WA 3,030,4243.0m $87.8m $87.8m 1.63% Added +232.2k +232,208
6 TCI Wealth Advisors, Inc. 3.52% of their portfolio Tucson, AZ 2,805,7842.8m $81.3m $81.3m 3.52% Added +21.1k +21,100
7 Wealthspire Advisors, LLC 0.44% of their portfolio NEW YORK, NY 2,777,0412.8m $80.5m $80.5m 0.44% Added +21.8k +21,785
8 LifeGuide Financial Advisors, LLC 21.40% of their portfolio MECHANICSBURG, PA 2,593,8682.6m $75.1m $75.1m 21.40% Added +84.2k +84,248
9 Focus Partners Advisor Solutions, LLC 0.53% of their portfolio SAINT LOUIS, MO 2,168,2462.2m $62.8m $62.8m 0.53% Added +391.1k +391,145
10 DiNuzzo Private Wealth, Inc. 5.28% of their portfolio BEAVER, PA 1,844,0461.8m $53.4m $53.4m 5.28% Added +4.5k +4,529
11 MASECO LLP 1.31% of their portfolio LONDON, X0 1,609,2861.6m $46.6m $46.6m 1.31% Added +53.2k +53,177
12 LPL Financial LLC 0.01% of their portfolio FORT MILL, SC 1,299,9641.3m $37.7m $37.7m 0.01% Added +81.6k +81,583
13 Rather & Kittrell, Inc. 4.83% of their portfolio Knoxville, TN 1,193,4861.2m $34.6m $34.6m 4.83% Added +83.6k +83,586
14 Rockwood Wealth Management, LLC 2.11% of their portfolio New Hope, PA 1,152,1531.2m $33.4m $33.4m 2.11% Added +145.6k +145,642
15 Summit Financial Strategies, Inc. 2.27% of their portfolio Columbus, OH 1,116,6921.1m $32.4m $32.4m 2.27% Added +54.6k +54,592
16 Creative Capital Management Investments LLC 7.00% of their portfolio SAN DIEGO, CA 1,047,5521.0m $30.3m $30.3m 7.00% Added +148.9k +148,926
17 Financial Plan, Inc. 2.77% of their portfolio BELLINGHAM, WA 1,006,2021.0m $29.1m $29.1m 2.77% Added +78.7k +78,663
18 Great Waters Wealth Management 2.55% of their portfolio SHOREVIEW, MN 951,736951.7k $27.6m $27.6m 2.55% Added +63.4k +63,369
19 WPWealth LLP 3.99% of their portfolio FORT WORTH, TX 927,899927.9k $26.9m $26.9m 3.99% Reduced -35.4k -35,376
20 Guardian Wealth Management, LLC 7.41% of their portfolio CHATTANOOGA, TN 912,517912.5k $26.4m $26.4m 7.41% Added +7.2k +7,196
21 Wescott Financial Advisory Group, LLC 2.02% of their portfolio Philadelphia, PA 898,892898.9k $26.0m $26.0m 2.02% Reduced -9.3k -9,270
22 Verisail Partners, LLC 9.35% of their portfolio CHAMBLEE, GA 870,403870.4k $25.2m $25.2m 9.35% Added +8.1k +8,099
23 OneDigital Investment Advisors LLC 0.20% of their portfolio OVERLAND PARK, KS 827,005827.0k $24.0m $24.0m 0.20% Added +6.9k +6,855
24 Index Fund Advisors, Inc. 0.94% of their portfolio IRVINE, CA 819,333819.3k $23.7m $23.7m 0.94% Reduced -62.3k -62,347
25 RS CRUM INC. 3.66% of their portfolio Newport Beach, CA 674,314674.3k $19.5m $19.5m 3.66% Added +9.0k +8,988
26 Beacon Pointe Advisors, LLC 0.09% of their portfolio NEWPORT BEACH, CA 665,263665.3k $19.3m $19.3m 0.09% Reduced -148.7k -148,710
27 Wealth Management Nebraska 1.71% of their portfolio Norfolk, NE 659,883659.9k $19.1m $19.1m 1.71% Added +39.4k +39,370
28 Quantum Financial Advisors, LLC 1.87% of their portfolio SANTA MONICA, CA 653,829653.8k $18.9m $18.9m 1.87% Added +7.8k +7,800
29 Integris Wealth Management, LLC 3.78% of their portfolio Monterey, CA 646,737646.7k $18.7m $18.7m 3.78% Added +36.5k +36,470
30 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 631,263631.3k $18.3m $18.3m 0.00% Added +294.6k +294,566
31 Private Wealth Management Group, LLC 4.16% of their portfolio PRINCETON, NJ 618,649618.6k $17.9m $17.9m 4.16% Added +10.5k +10,483
32 Level Financial Advisors 4.00% of their portfolio EAST AMHERST, NY 618,117618.1k $17.9m $17.9m 4.00% Added +35.8k +35,833
33 Evanson Financial, LLC 0.81% of their portfolio MCLEAN, VA 574,362574.4k $16.6m $16.6m 0.81% First filing
34 Aspen Capital Management, LLC 3.54% of their portfolio BOISE, ID 553,939553.9k $16.0m $16.0m 3.54% Added +7.3k +7,303
35 Planning Center, Inc. 1.51% of their portfolio MOLINE, IL 551,990552.0k $16.0m $16.0m 1.51% Added +4.9k +4,883
36 AWM CAPITAL, LLC 1.21% of their portfolio Phoenix, AZ 519,832519.8k $15.1m $15.1m 1.21% Added +186.8k +186,795
37 Syverson Strege & Co 3.02% of their portfolio WEST DES MOINES, IA 478,322478.3k $13.9m $13.9m 3.02% Added +2.2k +2,236
38 HARBOUR INVESTMENTS, INC. 0.18% of their portfolio MADISON, WI 470,460470.5k $13.6m $13.6m 0.18% Added +35.6k +35,618
39 Geometric Wealth Advisors 1.46% of their portfolio WASHINGTON, DC 465,667465.7k $13.5m $13.5m 1.46% Added +20.9k +20,944
40 COMMONWEALTH EQUITY SERVICES, LLC 0.02% of their portfolio WALTHAM, MA 457,141457.1k $13.2m $13.2m 0.02% Added +18.1k +18,098
41 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.02% of their portfolio PLYMOUTH, MN 455,872455.9k $13.3m $13.3m 0.02% Added +220.2k +220,228
42 McLean Asset Management Corp 1.70% of their portfolio TYSONS, VA 430,559430.6k $12.8m $12.8m 1.70% Added +163.2k +163,219
43 Allworth Financial LP 0.05% of their portfolio FOLSOM, CA 428,449428.4k $12.4m $12.4m 0.05% Added +89.7k +89,709
44 FLOW TRADERS U.S. LLC 0.48% of their portfolio NEW YORK, NY 405,981406.0k $11.8m $11.8m 0.48% New
45 American Investment Services, Inc. 2.37% of their portfolio GREAT BARRINGTON, MA 386,559386.6k $11.2m $11.2m 2.37% Added +27.9k +27,946
46 SJS Investment Consulting Inc. 1.19% of their portfolio SYLVANIA, OH 378,778378.8k $11.0m $11.0m 1.19% Added +49.2k +49,229
47 Sprinkle Financial Consultants LLC 4.30% of their portfolio LITTLETON, CO 378,545378.5k $11.0m $11.0m 4.30% Added +3.2k +3,181
48 XY Planning Network, Inc. 1.36% of their portfolio BOZEMAN, MT 374,316374.3k $10.8m $10.8m 1.36% Added +28.1k +28,115
49 BRIDGE GENERATIONS WEALTH MANAGEMENT LLC 5.46% of their portfolio South Miami, FL 370,107370.1k $10.7m $10.7m 5.46% Added +10.4k +10,421
50 Vestmark Advisory Solutions, Inc. 0.10% of their portfolio Wakefield, MA 366,862366.9k $10.6m $10.6m 0.10% Reduced -44.7k -44,721
51 GREAT LAKES ADVISORS, LLC 0.08% of their portfolio CHICAGO, IL 355,274355.3k $10.3m $10.3m 0.08% Added +80.4k +80,414
52 Elser Financial Planning, Inc 0.44% of their portfolio INDIANAPOLIS, IN 353,220353.2k $10.2m $10.2m 0.44% Reduced -11.1k -11,102
53 REAP Financial Group, LLC 1.75% of their portfolio AUSTIN, TX 353,217353.2k $10.2m $10.2m 1.75% Added +39.2k +39,198
54 Apella Capital, LLC 0.14% of their portfolio WEST HARTFORD, CT 342,804342.8k $10.1m $10.1m 0.14% Added +12.6k +12,597
55 First Command Advisory Services, Inc. 0.06% of their portfolio FORT WORTH, TX 320,787320.8k $9.3m $9.3m 0.06% Added +253.9k +253,882
56 Burk Holdings LLC 3.08% of their portfolio TULSA, OK 287,421287.4k $8.3m $8.3m 3.08% Added +33.1k +33,058
57 Wealth Architects, LLC 0.65% of their portfolio MOUNTAIN VIEW, CA 284,328284.3k $8.2m $8.2m 0.65% Added +14.9k +14,913
58 RFG Advisory, LLC 0.13% of their portfolio BIRMINGHAM, AL 279,726279.7k $8.1m $8.1m 0.13% Added +6.3k +6,262
59 CogentBlue Wealth Advisors, LLC 4.28% of their portfolio KNOXVILLE, TN 258,053258.1k $7.5m $7.5m 4.28% Added +13.0k +12,994
60 GeoWealth Management, LLC 0.23% of their portfolio CHICAGO, IL 256,697256.7k $7.4m $7.4m 0.23% Reduced -7.0k -6,972
61 Tilson Financial Group, Inc. 2.04% of their portfolio NEW PROVIDENCE, NJ 256,643256.6k $7.4m $7.4m 2.04% Added +12.4k +12,446
62 Sterling Financial Planning, Inc. 1.95% of their portfolio SPARTA, NJ 247,263247.3k $7.2m $7.2m 1.95% Added +12.0k +12,005
63 Peirce Capital Management, LLC 2.59% of their portfolio THE WOODLANDS, TX 244,292244.3k $7.1m $7.1m 2.59% Reduced -8.7k -8,731
64 Arax Advisory Partners 0.05% of their portfolio NEW YORK, NY 242,418242.4k $7.0m $7.0m 0.05% Reduced -14.5k -14,479
65 Parkwoods Wealth Partners, LLC 1.10% of their portfolio SYRACUSE, NY 237,237237.2k $6.9m $6.9m 1.10% Added +42.9k +42,945
66 AdvisorNet Financial, Inc 0.30% of their portfolio MINNETONKA, MN 224,553224.6k $6.5m $6.5m 0.30% Added +9.1k +9,131
67 Forum Private Client Group LLC 1.91% of their portfolio FISHERS, IN 221,089221.1k $6.4m $6.4m 1.91% Added +9.7k +9,742
68 Henrickson Nauta Wealth Advisors, Inc. 1.47% of their portfolio BELMONT, MI 208,828208.8k $6.0m $6.0m 1.47% Reduced -5.2k -5,177
69 Greenspring Advisors, LLC 0.34% of their portfolio Towson, MD 208,803208.8k $6.0m $6.0m 0.34% Added +4.6k +4,636
70 New Dimensions Wealth Management, LLC 4.46% of their portfolio ALLEN, TX 203,933203.9k $5.9m $5.9m 4.46% Added +6.1k +6,095
71 Platform Wealth Management, LLC 2.14% of their portfolio HOLLADAY, UT 201,799201.8k $5.8m $5.8m 2.14% First filing
72 Vawter Financial, Ltd. 2.19% of their portfolio COLUMBUS, OH 200,438200.4k $5.8m $5.8m 2.19% Added +8.1k +8,103
73 Ruedi Wealth Management, Inc. 1.36% of their portfolio CHAMPAIGN, IL 199,828199.8k $5.8m $5.8m 1.36% Added +8.9k +8,862
74 Corient Private Wealth LP 0.01% of their portfolio MIAMI, FL 199,437199.4k $5.8m $5.8m 0.01% Reduced -384.1k -384,134
75 OSAIC HOLDINGS, INC. 0.01% of their portfolio SCOTTSDALE, AZ 199,311199.3k $5.8m $5.8m 0.01% Added +52.3k +52,273
76 HFM Investment Advisors, LLC 2.02% of their portfolio GLASSBORO, NJ 199,061199.1k $5.8m $5.8m 2.02% Reduced -6.4k -6,405
77 Integrity Advisory Solutions, LLC 0.59% of their portfolio DALLAS, TX 196,241196.2k $5.7m $5.7m 0.59% Added +17.4k +17,386
78 Parkshore Wealth Management, Inc. 1.62% of their portfolio Granite Bay, CA 195,023195.0k $5.6m $5.6m 1.62% Reduced -16.0k -15,957
79 Shotwell Rutter Baer Inc 3.09% of their portfolio LANSING, MI 194,264194.3k $5.6m $5.6m 3.09% Reduced -907 -907
80 New Capital Management LP 1.27% of their portfolio HOUSTON, TX 192,558192.6k $5.6m $5.6m 1.27% Added +1.9k +1,924
81 JDH Wealth Management, LLC 3.35% of their portfolio SANTA ROSA, CA 190,149190.1k $5.5m $5.5m 3.35% Added +13.4k +13,434
82 Clarity Wealth Development LLC 3.05% of their portfolio Corvallis, OR 189,408189.4k $5.5m $5.5m 3.05% Added +11.2k +11,153
83 VESTIA PERSONAL WEALTH ADVISORS 2.06% of their portfolio FORT WAYNE, IN 182,356182.4k $5.3m $5.3m 2.06% Added +33.1k +33,116
84 von Borstel & Associates, Inc. 1.08% of their portfolio THE DALLES, OR 182,309182.3k $5.3m $5.3m 1.08% Added +5.7k +5,677
85 AlTi Global, Inc. 0.11% of their portfolio NEW YORK, NY 179,651179.7k $5.2m $5.2m 0.11% Unchanged
86 Colorado Capital Management, Inc. 1.75% of their portfolio BOULDER, CO 176,587176.6k $5.1m $5.1m 1.75% Added +10.1k +10,124
87 Balanced Rock Investment Advisors LLC 3.17% of their portfolio ROSLINDALE, MA 175,340175.3k $5.1m $5.1m 3.17% Reduced -429 -429
88 Spire Wealth Management 0.15% of their portfolio MCLEAN, VA 174,100174.1k $5.0m $5.0m 0.15% Added +2.8k +2,775
89 LAM GROUP, INC. 2.46% of their portfolio LAKE OSWEGO, OR 171,240171.2k $5.0m $5.0m 2.46% Reduced -16.9k -16,870
90 Physician Wealth Solutions Inc. 1.83% of their portfolio NORTH LAS VEGAS, NV 166,172166.2k $4.8m $4.8m 1.83% Added +27.1k +27,132
91 Farther Finance Advisors, LLC 0.04% of their portfolio SAN FRANCISCO, CA 161,473161.5k $4.7m $4.7m 0.04% Reduced -2.6k -2,595
92 Pathstone Holdings, LLC 0.01% of their portfolio ENGLEWOOD, NJ 159,112159.1k $4.6m $4.6m 0.01% Reduced -6.4k -6,435
93 EP Wealth Advisors, LLC 0.02% of their portfolio TORRANCE, CA 158,716158.7k $4.6m $4.6m 0.02% Reduced -10.8k -10,847
94 SAGE RHINO CAPITAL LLC 0.76% of their portfolio MENLO PARK, CA 158,646158.6k $4.6m $4.6m 0.76% Added +58.7k +58,674
95 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 157,375157.4k $4.6m $4.6m 0.00% Reduced -4.3k -4,335
96 COOPER/HAIMS ADVISORS, LLC 1.92% of their portfolio VICTOR, NY 154,325154.3k $4.5m $4.5m 1.92% Added +1.4k +1,436
97 Betterment LLC 0.01% of their portfolio NEW YORK, NY 151,480151.5k $4.4m $4.4m 0.01% Added +7.2k +7,183
98 INTEGRITY ALLIANCE, LLC. 0.13% of their portfolio Urbandale, IA 147,170147.2k $4.3m $4.3m 0.13% Added +824 +824
99 OLD MISSION CAPITAL LLC 0.10% of their portfolio CHICAGO, IL 138,375138.4k $4.0m $4.0m 0.10% New
100 NORTHWEST WEALTH MANAGEMENT, LLC 0.48% of their portfolio SPENCER, IA 126,490126.5k $3.7m $3.7m 0.48% Added +2.4k +2,387