DFGR institutional holders

Dimensional Global Real Estate ETF · 357 reporting institutions · $3.1B reported value

Funds that can replace DFGR · DFGR return decomposition

Institutional holdings

Institutions reporting DFGR, largest first
InstitutionReported positionAdvisors at firmReport period
Forum Financial Management, LP$521.5M1162026-06-30
Savant Wealth Management$444.6M4052026-06-30
Jmg Financial Group, Ltd.$194.4M482026-06-30
Focus Partners Wealth$114.7M1,0482026-06-30
Brighton Jones LLC$87.8M1592026-06-30
Tci Wealth Advisors, Inc.$81.3M462026-06-30
Wealthspire Advisors, LLC$80.5M2372026-06-30
Lifeguide Financial Advisors, LLC$75.1M162026-06-30
Focus Partners Advisor Solutions, LLC$62.8M422026-06-30
Dinuzzo Private Wealth, Inc.$53.4M82026-06-30
Maseco LLP$46.6M82026-06-30
Lpl Financial LLC$37.7M23,4582026-06-30
Rather & Kittrell, Inc.$34.6M202026-06-30
Rockwood Wealth Management, LLC$33.4M462026-06-30
Summit Financial Strategies, Inc.$32.4M202026-06-30
Creative Capital Management Investments LLC$30.3M62026-06-30
Financial Plan, Inc.$29.1M132026-06-30
Great Waters Wealth Management$27.6M262026-06-30
Wpwealth LLP$26.9M152026-06-30
Guardian Wealth Management, LLC$26.4M02026-06-30
Wescott Financial Advisory Group, LLC$26M232026-06-30
Verisail Partners, LLC$25.2M52026-06-30
Onedigital Investment Advisors LLC$24M3862026-06-30
Index Fund Advisors, Inc.$23.7M182026-06-30
Rs Crum Inc.$19.5M62026-06-30
Beacon Pointe Advisors, LLC$19.3M4662026-06-30
Wealth Management$19.1M462026-06-30
Quantum Financial Advisors, LLC$18.9M02026-06-30
Cwm, LLC$18.8M6672026-03-31
Integris Wealth Management, LLC$18.7M122026-06-30
Envestnet Pmc$18.3M602026-06-30
Private Wealth Management Group, LLC$17.9M72026-06-30
Level Financial Advisors$17.9M82026-06-30
Willow Creek Wealth Management Inc.$17.4M102025-09-30
Evanson Financial, LLC$16.6M42026-06-30
Aspen Capital Management, LLC$16M102026-06-30
Planning Center, Inc.$16M102026-06-30
Awm Capital, LLC$15.1M292026-06-30
Evanson Asset Management, LLC$15M02026-03-31
Syverson Strege$13.9M142026-06-30
Harbour Investments, Inc.$13.6M2472026-06-30
Geometric Wealth Advisors, LLC$13.5M102026-06-30
Wealth Enhancement Advisory Services, LLC$13.3M1,0262026-06-30
Commonwealth Equity Services, LLC$13.2M2,8632026-06-30
McLean Asset Management Corp.$12.8M162026-06-30
Allworth Financial, LP$12.4M3172026-06-30
American Investment Services, Inc.$11.2M62026-06-30
Sjs Investment Services$11M192026-06-30
Sprinkle Financial Consultants LLC$11M32026-06-30
Xy Planning Network, Inc.$10.8M02026-06-30
Bridge Generations Wealth Management LLC$10.7M42026-06-30
Vestmark Advisory Solutions, Inc.$10.6M82026-06-30
Great Lakes Advisors, LLC$10.3M182026-06-30
Elser Financial Planning, Inc.$10.2M132026-06-30
Reap Financial Group, LLC$10.2M72026-06-30
Apella Capital, LLC$10.1M1042026-06-30
First Command Advisory Services$9.3M1,0122026-06-30
North Ridge Wealth Advisors, Inc.$8.4M02026-03-31
Burk Holdings LLC$8.3M72026-06-30
Wealth Architects, LLC$8.2M152026-06-30
Rfg Advisory, LLC$8.1M1912026-06-30
Cogentblue Wealth Advisors, LLC$7.5M52026-06-30
Geowealth Management, LLC$7.4M02026-06-30
Tilson Financial Group Inc$7.4M72026-06-30
Sterling Financial Planning, Inc.$7.2M82026-06-30
Peirce Capital Management, LLC$7.1M52026-06-30
Arax Advisory Partners$7M2322026-06-30
Parkwoods Wealth Partners, LLC$6.9M312026-06-30
Advisornet Wealth Partners$6.5M582026-06-30
Forum Private Client Group LLC$6.4M72026-06-30
Henrickson Nauta Wealth Advisors, Inc.$6M102026-06-30
Greenspring Advisors, LLC$6M442026-06-30
New Dimensions Wealth Management, LLC$5.9M22026-06-30
Platform Wealth Management, LLC$5.8M112026-06-30
Vawter Financial, Ltd.$5.8M42026-06-30
Ruedi Wealth Management, Inc.$5.8M52026-06-30
Corient Private Wealth LP$5.8M6742026-06-30
Osaic Holdings, Inc.$5.8M02026-06-30
Hfm Investment Advisors, LLC$5.8M72026-06-30
Integrity Advisory Solutions, LLC$5.7M1272026-06-30
Parkshore Wealth Management$5.6M52026-06-30
Shotwell Rutter Baer Inc$5.6M52026-06-30
New Capital Management LP$5.6M12026-06-30
Jdh Wealth Management, LLC$5.5M12026-06-30
Clarity Wealth Development, LLC$5.5M52026-06-30
Vestia Personal Wealth Advisors$5.3M222026-06-30
Alti Global, Inc.$5.2M02026-06-30
Balanced Rock Investment Advisors LLC$5.1M52026-06-30
Spire Wealth Management$5M32026-06-30
Lam Group, Inc.$5M22026-06-30
Physician Wealth Solutions Inc.$4.8M12026-06-30
Farther Finance Advisors, LLC$4.7M3342026-06-30
Jpmorgan Chase & Co$4.6M02026-06-30
Pathstone Holdings, LLC$4.6M02026-06-30
Ep Wealth Advisors, LLC$4.6M3382026-06-30
Sage Rhino Capital LLC$4.6M102026-06-30
Cooper/haims Advisors, LLC$4.5M92026-06-30
Integrity Alliance, Llc.$4.3M3532026-06-30
Cherry Tree Wealth Management, LLC$4.2M92026-03-31
Old Mission Capital LLC$4M02026-06-30
Northwest Wealth Management, LLC$3.7M212026-06-30
Claris Advisors, LLC / Mo$3.6M42026-06-30
Lri Investments, LLC$3.6M252026-06-30
Mercer Global Advisors Inc /adv$3.6M02026-06-30
Keb Asset Management, LLC$3.6M142026-06-30
Mosaic Family Wealth Partners, LLC$3.5M192026-06-30
Eversource Wealth Advisors, LLC$3.5M772026-06-30
Amicus Financial Advisors, LLC$3.5M192026-06-30
Stratos Investment Management, LLC$3.5M72026-06-30
Wealth Advisors Northwest LLC$3.5M72026-06-30
Yardley Wealth Management LLC$3.3M32026-06-30
Longview Financial Advisors LLC$3.3M22026-06-30
Krilogy$3.3M642026-06-30
Cogent Strategic Wealth LLC$3.2M22026-06-30
Burton Enright Welch$3.1M122026-06-30
Raymond James Financial Inc$3.1M02026-06-30
Chicago Partners Investment Group LLC$3M572026-06-30
Foundry Financial LLC$3M102026-06-30
Porter White Investment Advisors, Inc.$3M52026-06-30
Sterling Wealth Management, Inc.$2.8M82026-06-30
Aegis Wealth Management LLC$2.8M02026-06-30
MML Investors Services, LLC$2.7M5,1202026-06-30
Foundations Investment Advisors, LLC$2.7M3022026-06-30
Veratis Advisors, Inc.$2.7M42026-06-30
Orion Porfolio Solutions, LLC$2.6M1992026-06-30
Sensenig Capital Advisors, Inc.$2.5M32026-06-30
D.A. Davidson & Co.$2.5M6892026-06-30
Avant Financial Advisors$2.5M22026-06-30
Integrated Wealth Concepts LLC$2.5M4802026-06-30
Newedge Advisors$2.5M6012026-06-30
Morris Financial Concepts, Inc.$2.4M12026-06-30
Sterling Wealth Advisors Inc$2.3M32026-06-30
Edelman Financial Engines$2.3M7222026-06-30
Poinciana Advisors Group, LLC$2.2M32026-06-30
Meritas Wealth Management, LLC$2.1M62026-06-30
Baker Tilly Wealth Management, LLC$2.1M262026-06-30
Jane Street Group, LLC$2.1M02026-06-30
Creative Planning$2M1,1712026-06-30
Sc&h Financial Advisors, Inc.$2M192026-06-30
C2p Capital Advisory Group, LLC D.b.a. Prosperity Capital Advisors$2M1032026-06-30
Vistica Wealth Advisors, LLC$2M42026-06-30
Hill Investment Group Partners, LLC$1.9M72026-06-30
Sageoak Financial, LLC$1.9M32026-06-30
Csp Financial Group, LLC$1.9M212026-06-30
Hb Wealth Management, LLC$1.9M1692026-06-30
Wheels Up Wealth, Inc.$1.9M32026-06-30
UBS Am, A Distinct Business Unit of UBS Asset Management Americas LLC$1.8M02026-06-30
Savvy Advisors, Inc.$1.8M2142026-06-30
Silvia McColl Wealth Management, LLC$1.8M22026-06-30
Outbound Financial$1.7M12026-06-30
Ridgeline Wealth, LLC$1.7M42026-06-30
Cyndeo Wealth Partners$1.7M202026-06-30
Vantage Point Financial LLC$1.7M162026-06-30
Marrick Wealth$1.6M22026-06-30
Abel Hall, LLC$1.6M72026-06-30
Steward Partners Investment Advisory, LLC$1.6M4812026-06-30
Market Street Wealth Management Advisors LLC$1.6M82026-06-30
McNamara Financial Services, Inc.$1.6M42026-06-30
Optimus Capital Advisors, LLC$1.6M02026-06-30
Cerity Partners LLC$1.5M7772026-06-30
Red Lighthouse Investment Management, LLC$1.5M12026-06-30
Kestra Advisory Services, LLC$1.5M1,4792026-06-30
Geneos Wealth Management, Inc.$1.5M1932026-06-30
Beacon Hill Wealth Management Ltd.$1.5M52026-06-30
Aqr Capital Management LLC$1.5M12026-06-30
W.H. Cornerstone Investments Inc.$1.4M42026-06-30
Tru Independence Asset Management 2, LLC$1.4M42026-06-30
Wealthcare Advisory Partners LLC$1.4M1702026-06-30
Three Arch Wealth Management LLC$1.4M42026-06-30
Susquehanna International Group, LLP$1.4M02026-06-30
Keyvantage Wealth, LLC$1.4M02026-06-30
Brand Asset Management Group, Inc.$1.4M152026-06-30
Settanni Financial LLC$1.3M32026-06-30
E-Wealth Partners, LLC$1.3M52026-06-30
Citigroup Inc$1.3M02026-06-30
Bay Harbor Wealth Management, LLC$1.2M32026-06-30
Captrust Financial Advisors$1.2M9622026-06-30
Worthpointe, LLC$1.2M72026-06-30
Heritage Investment Group, Inc.$1.2M122026-06-30
Timonier Family Office, Ltd.$1.2M42026-06-30
Aa Financial Advisors, LLC$1.2M122026-06-30
Merit Financial Group, LLC$1.1M2952026-06-30
Stifel Financial Corp$1.1M02026-06-30
Abacus Planning Group, Inc.$1.1M152026-06-30
Quarry Hill Advisors, LLC$1.1M42026-06-30
Acorn Wealth Advisors, LLC$1.1M52026-06-30
Modera Wealth Management, LLC$1.1M1352026-06-30
Core Wealth Management, Inc.$1M32026-06-30
Canvas Wealth Advisors, LLC$1M92026-06-30
Vise Technologies, Inc.$1M02026-06-30
Master's Wealth Management Inc.$992.9K92026-06-30
Cypress Point Wealth Management, LLC$985.8K42026-06-30
D. E. Shaw & Co., LP$973.7K02026-06-30
Diversify Advisory Services, LLC$969K1162026-06-30
Diversify Wealth Management, LLC$969K782026-06-30
Mission Wealth Management, LP$965.9K1382026-06-30
Bwm Planning, LLC$936.9K52026-06-30
Root Financial Partners, LLC$913.2K642026-06-30
Equita Financial Network, Inc.$913.2K162026-06-30
Hutchinson Capital Management/ca$882.7K02026-06-30
Cogent Private Wealth, Inc.$866.5K52026-06-30
Mariner, LLC$858.8K02026-06-30
Live Oak Private Wealth LLC$858.3K102026-06-30
Signal Advisors Wealth, LLC$825.2K452026-06-30
Shearwater Capital LLC$806.7K42026-06-30
Ares Financial Consulting, LLC$805.5K42026-06-30
Total Wealth Planning, LLC$798.3K02025-12-31
Foster Group, Inc.$785.4K582026-06-30
Private Advisor Group, LLC$765.2K9272026-06-30
UBS Group AG$743.7K02026-06-30
Mb Generational Wealth, LLC$740.2K32026-06-30
Firethorn Wealth Partners, LLC$732.3K72026-06-30
Tandemgrowth Financial Advisors LLC$705.9K32026-06-30
Leading Edge Financial Planning LLC$705.9K92026-06-30
Smartleaf Asset Management LLC$703.3K92026-06-30
Kane Co Wealth Management, Inc.$689.7K32026-06-30
Capstone Wealth Management, LLC$668.1K72026-06-30
Collective Family Office, LLC$662.3K42026-06-30
Heffernan Advisory, Inc$657.1K82026-06-30
Truist Financial Corp$655.5K02026-06-30
First Pacific Financial, Inc.$640.4K192026-06-30
Equitable Holdings, Inc.$636.1K02026-06-30
Seaside Wealth Management, Inc.$629.6K72026-06-30
Km Capital Management Ltd.$628.4K42026-06-30
Oath Planning, LLC$626.1K62026-06-30
Essential Planning, Llc.$610.1K32026-06-30
Abacus Wealth Partners, LLC$606.5K502026-06-30
Great Valley Advisor Group, LLC$602.1K2052026-06-30
Aerodigm Wealth, LLC$600.7K72026-06-30
Jackson Thornton Wealth Management, LLC$562.4K92026-06-30
Wealthstream Advisors, Inc.$539.1K02025-09-30
Tactive Advisors, LLC$524.3K182026-06-30
Mission Hills Financial Advisory, LLC$517.2K32026-06-30
Foundation Wealth Management, LLC$507.9K42026-06-30
Simplicity Wealth, LLC$505.2K02026-06-30
Austin Private Wealth, LLC$502.2K02025-12-31
Nwam LLC$485.4K622026-06-30
Five Oceans Advisors$482.3K32026-06-30
Triad Wealth Partners, LLC$477.2K492026-06-30
Signaturefd, LLC$471.1K492026-06-30
Vanderpol Investments LLC$469.3K32025-12-31
Selective Wealth Management, Inc.$454.7K92026-06-30
Kestra Private Wealth Services, LLC$451.6K2062026-06-30
Navigate Wealth Management, LLC$446.4K72026-06-30
Two West Capital Advisors LLC$421.5K162026-06-30
Mills Wealth Advisors, LLC$416.7K72026-06-30
Brookstone Capital Management$414.9K3372026-06-30
Wells Fargo & Company/mn$399.9K02026-06-30
Investmark Advisory Group LLC$397.9K112026-06-30
Cetera Investment Advisers$397.6K10,3702026-06-30

The 250 largest of 357 reporting institutions are listed.

Public filing evidence

Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.

Report period: 2025-09-30 to 2026-06-30