Public ownership evidence

Dimensional Global Real Estate ETF (DFGR) Ownership Disclosures

Read DFGR insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-10-10T12:08:28.848Z

Separate the three disclosure sources

Step 1 of 3

Recent institutional filing receipts

Dimensional Global Real Estate ETF: source evidence dated 2026-10-10T12:08:28.848Z.

Manager
Corient Private Wealth LP
Report period
2026-06-30
Available
2026-08-28
Reported shares
199,437
Value (USD)
$5,777,696
Option
None
What you should see

The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.

Step 2 of 3

Is this an insider transaction, 13F holding, or Congressional event?

Each source has different dates and units. Raw ticker-matched receipts, including amendments, are not deduplicated current ownership totals.

13F 0001948780-26-000011
What you should see

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Step 3 of 3

Read DFGR fundamentals

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Read DFGR fundamentals
What you should see

Keep reporting dates and units beside the answer, and inspect its original citations.

Recent Form 4 activity

No matching purchases, sales or awards were returned in this 90-day public filing window.

Scroll sideways to compare all columns. Select a heading to sort.

No records are available for this view.

90-day public availability window, up to 50 records.

Recent institutional filing receipts

See the complete recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

Scroll sideways to compare all columns. Select a heading to sort.

Corient Private Wealth LP2026-06-302026-08-28199,437$5,777,696None
Rehmann Capital Advisory Group2026-06-302026-08-2110,843$314,121None
MERCER GLOBAL ADVISORS INC /ADV2026-06-302026-08-20123,992$3,592,050None
Beacon Pointe Advisors, LLC2026-06-302026-08-19665,263$19,272,678None
E-Wealth Partners, LLC2026-06-302026-08-1845,960$1,331,469None
Strive Financial Group ,LLC2026-06-302026-08-18252$7,300None
Balanced Rock Investment Advisors LLC2026-06-302026-08-18175,340$5,079,600None
KM Capital Management Ltd.2026-06-302026-08-1821,693$628,446None
Corient Private Wealth LP2026-06-302026-08-18199,437$5,777,695None
Nalls Sherbakoff Group, LLC2026-06-302026-08-182,221$64,342None
Nalls Sherbakoff Group, LLC2026-03-312026-08-181,876$49,864None
Equitable Holdings, Inc.2026-06-302026-08-1821,958$636,130None
Financial Plan, Inc.2026-06-302026-08-151,006,202$29,149,671None
Vantage Point Financial LLC2026-06-302026-08-1558,064$1,682,110None
Mission Hills Financial Advisory, LLC2026-06-302026-08-1517,853$517,207None
Quarry LP2026-06-302026-08-151,961$56,810None
EARNED WEALTH ADVISORS, LLC2026-06-302026-08-158,880$257,254None
Invst, LLC2026-06-302026-08-1513,582$393,461None
Foundations Investment Advisors, LLC2026-06-302026-08-1592,122$2,668,788None
Qube Research & Technologies Ltd2026-06-302026-08-151,523$44,121None
IFG Advisory, LLC2026-06-302026-08-15808$23,408None
OSAIC HOLDINGS, INC.2026-06-302026-08-1529,667$859,464None
OSAIC HOLDINGS, INC.2026-06-302026-08-15169,644$4,915,115None
COOPER/HAIMS ADVISORS, LLC2026-06-302026-08-15154,325$4,470,786None
Betterment LLC2026-06-302026-08-15151,480$4,388,000None
JANE STREET GROUP, LLC2026-06-302026-08-1571,113$2,060,144None
Orion Porfolio Solutions, LLC2026-06-302026-08-1589,074$2,580,462None
HRT FINANCIAL LP2026-06-302026-08-158,055$233,000None
FLOW TRADERS U.S. LLC2026-06-302026-08-15405,981$11,761,000None
OLD MISSION CAPITAL LLC2026-06-302026-08-15138,375$4,008,723None
GTS SECURITIES LLC2026-06-302026-08-1512,786$370,410None
SUSQUEHANNA INTERNATIONAL GROUP, LLP2026-06-302026-08-1547,402$1,373,236None
Xcelsior Advisor Partners LLC2026-06-302026-08-157,736$224,123None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-151$32None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-152$83None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-1548$1,363None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-150$25None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-1517$472None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-1597$2,810None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-1519$550None
ELEVATE WEALTH ADVISORY, INC2026-06-302026-08-154,963$143,772None
Financial Engines Advisors L.L.C.2026-06-302026-08-1578,409$2,271,509None
Cerity Partners LLC2026-06-302026-08-1553,440$1,547,894None
Vestmark Advisory Solutions, Inc.2026-06-302026-08-15366,862$10,627,986None
AQR CAPITAL MANAGEMENT LLC2026-06-302026-08-1552,052$1,507,951None
ROYAL BANK OF CANADA2026-06-302026-08-15334$10,000None
ROYAL BANK OF CANADA2026-06-302026-08-155,796$168,000None
D. E. Shaw & Co., Inc.2026-06-302026-08-1533,609$973,653None
Larson Financial Group LLC2026-06-302026-08-151,076$31,164None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-158,114$235,063None

90-day public filing window, up to 50 source positions.

Corient Private Wealth LP ↗Rehmann Capital Advisory Group ↗MERCER GLOBAL ADVISORS INC /ADV ↗Beacon Pointe Advisors, LLC ↗E-Wealth Partners, LLC ↗Strive Financial Group ,LLC ↗Balanced Rock Investment Advisors LLC ↗KM Capital Management Ltd. ↗Corient Private Wealth LP ↗Nalls Sherbakoff Group, LLC ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

Scroll sideways to compare all columns. Select a heading to sort.

No records are available for this view.

Bounded public source preview, up to 25 disclosed events.

How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.

Aurora · AI research assistant

Try this in Aurora

Edit the request, then open it in Aurora. You choose when to send it.