Who Owns DFA Dimensional Global Real Estate ETF (DFGR)? -- Institutional Holders (2026-06-30)

352 institutions reported holding $3.08B of DFA Dimensional Global Real Estate ETF (DFGR) in SEC 13F filings for 2026-06-30. Largest institutional holders: Forum Financial Management, LP ($521.5M), Savant Capital, LLC ($444.6M), JMG Financial Group, Ltd. ($194.4M), Focus Partners Wealth ($114.7M), BRIGHTON JONES LLC ($87.8M). Source: SEC Form 13F.

Rank	Institution	Value	Shares	Change
1	Forum Financial Management, LP	$521.5M	18.0M	Added
2	Savant Capital, LLC	$444.6M	15.3M	Added
3	JMG Financial Group, Ltd.	$194.4M	6.7M	Added
4	Focus Partners Wealth	$114.7M	4.0M	Trimmed
5	BRIGHTON JONES LLC	$87.8M	3.0M	Added
6	TCI Wealth Advisors, Inc.	$81.3M	2.8M	Added
7	Wealthspire Advisors, LLC	$80.5M	2.8M	Added
8	LifeGuide Financial Advisors, LLC	$75.1M	2.6M	Added
9	Focus Partners Advisor Solutions, LLC	$62.8M	2.2M	Added
10	DiNuzzo Private Wealth, Inc.	$53.4M	1.8M	Added
11	MASECO LLP	$46.6M	1.6M	Added
12	LPL Financial LLC	$37.7M	1.3M	Added
13	Rather & Kittrell, Inc.	$34.6M	1.2M	Added
14	Rockwood Wealth Management, LLC	$33.4M	1.2M	Added
15	Summit Financial Strategies, Inc.	$32.4M	1.1M	Added
16	Creative Capital Management Investments LLC	$30.3M	1.0M	Added
17	Financial Plan, Inc.	$29.1M	1.0M	Added
18	Great Waters Wealth Management	$27.6M	951,736	Added
19	WPWealth LLP	$26.9M	927,899	Trimmed
20	Guardian Wealth Management, LLC	$26.4M	912,517	Added
21	Wescott Financial Advisory Group, LLC	$26.0M	898,892	Trimmed
22	Verisail Partners, LLC	$25.2M	870,403	Added
23	OneDigital Investment Advisors LLC	$24.0M	827,005	Added
24	Index Fund Advisors, Inc.	$23.7M	819,333	Trimmed
25	RS CRUM INC.	$19.5M	674,314	Added

来源：SEC 13F 申报文件 · 截至 2026-06-30