Dimensional Global Real Estate ETF $DFGR Stake Increased by Evanson Asset Management LLC

Evanson Asset Management LLC boosted its stake in Dimensional Global Real Estate ETF (NYSEARCA:DFGR) by 17.4% during the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 413,890 shares of the company’s stock after acquiring an additional 61,445 shares during the period. Dimensional Global Real Estate ETF accounts for 0.7% of Evanson Asset Management LLC’s portfolio, making the stock its 29th largest position. Evanson Asset Management LLC’s holdings in Dimensional Global Real Estate ETF were worth $11,303,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other hedge funds also recently added to or reduced their stakes in the stock. Sage Rhino Capital LLC grew its stake in Dimensional Global Real Estate ETF by 9.2% in the second quarter. Sage Rhino Capital LLC now owns 80,118 shares of the company’s stock worth $2,150,000 after purchasing an additional 6,781 shares in the last quarter. Porter White Investment Advisors Inc. raised its stake in Dimensional Global Real Estate ETF by 13.9% during the second quarter. Porter White Investment Advisors Inc. now owns 98,228 shares of the company’s stock valued at $2,635,000 after buying an additional 12,019 shares in the last quarter. Willow Creek Wealth Management Inc. lifted its holdings in Dimensional Global Real Estate ETF by 12.0% during the 2nd quarter. Willow Creek Wealth Management Inc. now owns 560,736 shares of the company’s stock worth $15,045,000 after buying an additional 59,935 shares during the last quarter. Park Avenue Securities LLC bought a new position in Dimensional Global Real Estate ETF during the 2nd quarter worth approximately $677,000. Finally, Baker Tilly Wealth Management LLC acquired a new position in shares of Dimensional Global Real Estate ETF in the 3rd quarter worth approximately $2,482,000.

Dimensional Global Real Estate ETF Trading Down 0.3%

Shares of NYSEARCA DFGR opened at $26.13 on Monday. The company has a market capitalization of $2.74 billion, a price-to-earnings ratio of 29.05 and a beta of 0.96. Dimensional Global Real Estate ETF has a twelve month low of $22.90 and a twelve month high of $27.85. The business has a 50 day simple moving average of $27.03 and a 200-day simple moving average of $27.04.

Dimensional Global Real Estate ETF Profile

The Dimensional Global Real Estate ETF (DFGR) is an exchange-traded fund that mostly invests in real estate equity. The fund is actively managed to hold a diversified selection of US and foreign companies whose principal activities are engaged in the broad real estate sector, while focusing on REITs. Portfolio holdings are weighted by market capitalization. DFGR was launched on Dec 6, 2022 and is managed by Dimensional.