EverSource Wealth Advisors LLC Has $4.33 Million Stake in Dimensional Global Real Estate ETF $DFGR

EverSource Wealth Advisors LLC lowered its position in Dimensional Global Real Estate ETF (NYSEARCA:DFGR) by 12.8% in the first quarter, HoldingsChannel.com reports. The fund owned 163,087 shares of the company’s stock after selling 23,867 shares during the quarter. EverSource Wealth Advisors LLC’s holdings in Dimensional Global Real Estate ETF were worth $4,335,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds have also modified their holdings of the business. Excelsior Advisor Network LLC bought a new stake in Dimensional Global Real Estate ETF during the 1st quarter worth approximately $206,000. Vawter Financial Ltd. raised its position in Dimensional Global Real Estate ETF by 4.4% in the 1st quarter. Vawter Financial Ltd. now owns 191,972 shares of the company’s stock valued at $5,103,000 after purchasing an additional 8,022 shares during the last quarter. Broadhurst Jeffrey B bought a new position in Dimensional Global Real Estate ETF in the 1st quarter valued at $328,000. American Investment Services Inc. raised its position in Dimensional Global Real Estate ETF by 7.2% in the 1st quarter. American Investment Services Inc. now owns 358,613 shares of the company’s stock valued at $9,532,000 after purchasing an additional 23,979 shares during the last quarter. Finally, JMG Financial Group Ltd. boosted its stake in Dimensional Global Real Estate ETF by 11.3% in the first quarter. JMG Financial Group Ltd. now owns 6,344,111 shares of the company’s stock worth $168,626,000 after purchasing an additional 642,453 shares in the last quarter.

Dimensional Global Real Estate ETF Stock Performance

Shares of DFGR stock opened at $30.18 on Thursday. Dimensional Global Real Estate ETF has a 52 week low of $26.02 and a 52 week high of $30.42. The stock has a market capitalization of $3.90 billion, a PE ratio of 29.05 and a beta of 0.88. The stock’s fifty day moving average is $29.22 and its 200-day moving average is $28.31.

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.