Dimensional Global Real Estate ETF $DFGR is LifeGuide Financial Advisors LLC’s Largest Position

LifeGuide Financial Advisors LLC raised its holdings in shares of Dimensional Global Real Estate ETF (NYSEARCA:DFGR) by 10.4% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 2,412,706 shares of the company’s stock after acquiring an additional 226,644 shares during the quarter. Dimensional Global Real Estate ETF comprises approximately 21.2% of LifeGuide Financial Advisors LLC’s portfolio, making the stock its biggest holding. LifeGuide Financial Advisors LLC’s holdings in Dimensional Global Real Estate ETF were worth $63,864,000 as of its most recent SEC filing.

Several other institutional investors have also recently made changes to their positions in DFGR. Brighton Jones LLC boosted its holdings in shares of Dimensional Global Real Estate ETF by 14.1% in the fourth quarter. Brighton Jones LLC now owns 1,997,000 shares of the company’s stock worth $51,003,000 after acquiring an additional 246,429 shares during the period. AQR Capital Management LLC raised its stake in shares of Dimensional Global Real Estate ETF by 9.8% during the 1st quarter. AQR Capital Management LLC now owns 22,327 shares of the company’s stock valued at $586,000 after purchasing an additional 1,984 shares during the period. Creative Planning raised its stake in shares of Dimensional Global Real Estate ETF by 2.7% during the 2nd quarter. Creative Planning now owns 53,264 shares of the company’s stock valued at $1,429,000 after purchasing an additional 1,402 shares during the period. Accordant Advisory Group Inc purchased a new stake in Dimensional Global Real Estate ETF during the 2nd quarter worth about $2,896,000. Finally, BWM Planning LLC lifted its holdings in Dimensional Global Real Estate ETF by 29.7% during the 2nd quarter. BWM Planning LLC now owns 35,119 shares of the company’s stock worth $942,000 after purchasing an additional 8,032 shares in the last quarter.

Dimensional Global Real Estate ETF Stock Down 0.2%

Shares of NYSEARCA DFGR opened at $27.33 on Friday. The company has a market cap of $3.15 billion, a P/E ratio of 29.05 and a beta of 0.96. Dimensional Global Real Estate ETF has a 52 week low of $22.90 and a 52 week high of $28.94. The business has a 50-day simple moving average of $27.69 and a two-hundred day simple moving average of $27.25.

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.