Private Wealth Management Group LLC Has $16.16 Million Stake in Dimensional Global Real Estate ETF $DFGR

Private Wealth Management Group LLC boosted its holdings in shares of Dimensional Global Real Estate ETF (NYSEARCA:DFGR) by 6.8% during the 1st quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 608,166 shares of the company’s stock after buying an additional 38,840 shares during the period. Dimensional Global Real Estate ETF makes up about 4.2% of Private Wealth Management Group LLC’s portfolio, making the stock its 8th largest position. Private Wealth Management Group LLC owned approximately 0.50% of Dimensional Global Real Estate ETF worth $16,165,000 at the end of the most recent quarter.

A number of other large investors have also recently made changes to their positions in the business. Forum Financial Management LP increased its position in shares of Dimensional Global Real Estate ETF by 7.7% during the fourth quarter. Forum Financial Management LP now owns 16,638,902 shares of the company’s stock worth $439,600,000 after acquiring an additional 1,187,688 shares in the last quarter. Savant Capital LLC raised its holdings in shares of Dimensional Global Real Estate ETF by 23.7% in the 4th quarter. Savant Capital LLC now owns 10,439,385 shares of the company’s stock worth $275,809,000 after acquiring an additional 1,997,764 shares during the last quarter. JMG Financial Group Ltd. lifted its position in Dimensional Global Real Estate ETF by 6.5% in the 4th quarter. JMG Financial Group Ltd. now owns 5,701,658 shares of the company’s stock valued at $150,638,000 after acquiring an additional 346,331 shares in the last quarter. Focus Partners Wealth lifted its position in Dimensional Global Real Estate ETF by 11.9% in the 4th quarter. Focus Partners Wealth now owns 4,005,871 shares of the company’s stock valued at $105,835,000 after acquiring an additional 427,537 shares in the last quarter. Finally, Wealthspire Advisors LLC boosted its stake in Dimensional Global Real Estate ETF by 8.0% during the 4th quarter. Wealthspire Advisors LLC now owns 2,742,694 shares of the company’s stock valued at $72,462,000 after purchasing an additional 204,069 shares during the last quarter.

Dimensional Global Real Estate ETF Stock Performance

DFGR stock opened at $29.42 on Tuesday. The business has a 50-day simple moving average of $28.84 and a two-hundred day simple moving average of $27.83. The company has a market capitalization of $3.58 billion, a P/E ratio of 29.05 and a beta of 0.90. Dimensional Global Real Estate ETF has a 52-week low of $26.02 and a 52-week high of $29.63.

About Dimensional Global Real Estate ETF

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.