EverSource Wealth Advisors LLC Reduces Stock Position in Dimensional Global Real Estate ETF $DFGR

EverSource Wealth Advisors LLC lessened its position in shares of Dimensional Global Real Estate ETF (NYSEARCA:DFGR) by 8.6% during the 4th quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 186,954 shares of the company’s stock after selling 17,692 shares during the quarter. EverSource Wealth Advisors LLC owned 0.16% of Dimensional Global Real Estate ETF worth $4,939,000 at the end of the most recent reporting period.

Several other large investors have also added to or reduced their stakes in the company. Forum Financial Management LP grew its stake in Dimensional Global Real Estate ETF by 7.7% during the 4th quarter. Forum Financial Management LP now owns 16,638,902 shares of the company’s stock valued at $439,600,000 after purchasing an additional 1,187,688 shares during the last quarter. Savant Capital LLC grew its stake in Dimensional Global Real Estate ETF by 26.0% during the 3rd quarter. Savant Capital LLC now owns 8,441,621 shares of the company’s stock valued at $230,540,000 after purchasing an additional 1,743,622 shares during the last quarter. JMG Financial Group Ltd. grew its stake in Dimensional Global Real Estate ETF by 7.2% during the 3rd quarter. JMG Financial Group Ltd. now owns 5,355,327 shares of the company’s stock valued at $146,254,000 after purchasing an additional 358,627 shares during the last quarter. Focus Partners Wealth grew its stake in Dimensional Global Real Estate ETF by 11.5% during the 3rd quarter. Focus Partners Wealth now owns 3,578,334 shares of the company’s stock valued at $97,724,000 after purchasing an additional 367,977 shares during the last quarter. Finally, TCI Wealth Advisors Inc. boosted its stake in shares of Dimensional Global Real Estate ETF by 17.5% in the fourth quarter. TCI Wealth Advisors Inc. now owns 2,654,516 shares of the company’s stock worth $70,132,000 after buying an additional 396,121 shares during the last quarter.

Dimensional Global Real Estate ETF Stock Down 0.2%

Shares of DFGR opened at $28.94 on Friday. Dimensional Global Real Estate ETF has a 52 week low of $25.99 and a 52 week high of $29.18. The company has a market capitalization of $3.52 billion, a price-to-earnings ratio of 29.05 and a beta of 0.92. The stock’s 50-day moving average price is $27.94 and its 200-day moving average price is $27.48.

Dimensional Global Real Estate ETF Company 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.