Dimensional Global Real Estate ETF $DFGR Shares Sold by Parkshore Wealth Management Inc.

Parkshore Wealth Management Inc. cut its stake in Dimensional Global Real Estate ETF (NYSEARCA:DFGR) by 25.4% during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 288,934 shares of the company’s stock after selling 98,307 shares during the period. Dimensional Global Real Estate ETF accounts for 2.9% of Parkshore Wealth Management Inc.’s portfolio, making the stock its 11th largest position. Parkshore Wealth Management Inc. owned approximately 0.25% of Dimensional Global Real Estate ETF worth $7,634,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other institutional investors have also recently added to or reduced their stakes in the stock. Ruedi Wealth Management Inc. raised its holdings in Dimensional Global Real Estate ETF by 21.4% in the fourth quarter. Ruedi Wealth Management Inc. now owns 173,478 shares of the company’s stock valued at $4,583,000 after acquiring an additional 30,575 shares in the last quarter. Geometric Wealth Advisors increased its stake in Dimensional Global Real Estate ETF by 5.8% during the fourth quarter. Geometric Wealth Advisors now owns 423,511 shares of the company’s stock valued at $11,189,000 after purchasing an additional 23,061 shares during the last quarter. Peirce Capital Management LLC increased its stake in Dimensional Global Real Estate ETF by 3.3% during the fourth quarter. Peirce Capital Management LLC now owns 251,637 shares of the company’s stock valued at $6,648,000 after purchasing an additional 8,037 shares during the last quarter. Forum Private Client Group LLC increased its stake in Dimensional Global Real Estate ETF by 13.6% during the fourth quarter. Forum Private Client Group LLC now owns 192,263 shares of the company’s stock valued at $5,080,000 after purchasing an additional 23,015 shares during the last quarter. Finally, Kane Co Wealth Management Inc. bought a new stake in Dimensional Global Real Estate ETF during the fourth quarter valued at $551,000.

Dimensional Global Real Estate ETF Price Performance

DFGR stock opened at $28.94 on Friday. Dimensional Global Real Estate ETF has a 1-year low of $25.99 and a 1-year high of $29.18. The firm has a fifty day moving average price of $27.94 and a two-hundred day moving average price of $27.48. The firm has a market cap of $3.52 billion, a price-to-earnings ratio of 29.05 and a beta of 0.92.

Dimensional Global Real Estate ETF 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.