EverSource Wealth Advisors LLC Lowers Stock Holdings in Dimensional Global Real Estate ETF $DFGR

EverSource Wealth Advisors LLC lowered its holdings in shares of Dimensional Global Real Estate ETF (NYSEARCA:DFGR) by 8.6% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 186,954 shares of the company’s stock after selling 17,692 shares during the quarter. EverSource Wealth Advisors LLC’s holdings in Dimensional Global Real Estate ETF were worth $4,939,000 at the end of the most recent reporting period.

A number of other hedge funds also recently bought and sold shares of DFGR. CNB Bank purchased a new position in Dimensional Global Real Estate ETF during the third quarter worth approximately $33,000. Signaturefd LLC purchased a new position in Dimensional Global Real Estate ETF during the fourth quarter worth approximately $38,000. Fifth Third Bancorp purchased a new position in shares of Dimensional Global Real Estate ETF in the fourth quarter valued at approximately $46,000. Private Trust Co. NA lifted its position in shares of Dimensional Global Real Estate ETF by 50.0% in the fourth quarter. Private Trust Co. NA now owns 3,000 shares of the company’s stock valued at $79,000 after acquiring an additional 1,000 shares in the last quarter. Finally, Root Financial Partners LLC purchased a new position in shares of Dimensional Global Real Estate ETF in the third quarter valued at approximately $101,000.

Dimensional Global Real Estate ETF Price Performance

NYSEARCA DFGR opened at $28.94 on Friday. The company has a market cap of $3.52 billion, a PE ratio of 29.05 and a beta of 0.92. The stock’s 50 day simple moving average is $27.94 and its 200-day simple moving average is $27.48. Dimensional Global Real Estate ETF has a 1-year low of $25.99 and a 1-year high of $29.18.

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.