Vestia Personal Wealth Advisors Has $2.37 Million Position in Dimensional Global Real Estate ETF $DFGR

Vestia Personal Wealth Advisors lifted its stake in Dimensional Global Real Estate ETF (NYSEARCA:DFGR) by 40.3% during the 3rd quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund owned 86,701 shares of the company’s stock after purchasing an additional 24,890 shares during the period. Dimensional Global Real Estate ETF accounts for approximately 1.3% of Vestia Personal Wealth Advisors’ holdings, making the stock its 20th largest holding. Vestia Personal Wealth Advisors owned about 0.08% of Dimensional Global Real Estate ETF worth $2,368,000 as of its most recent SEC filing.

Several other hedge funds have also recently added to or reduced their stakes in the stock. Brookstone Capital Management bought a new position in shares of Dimensional Global Real Estate ETF during the third quarter worth $426,000. Level Financial Advisors raised its stake in Dimensional Global Real Estate ETF by 9.9% during the 3rd quarter. Level Financial Advisors now owns 469,132 shares of the company’s stock worth $12,812,000 after buying an additional 42,356 shares during the period. CogentBlue Wealth Advisors LLC acquired a new stake in Dimensional Global Real Estate ETF during the 3rd quarter worth $4,706,000. Integris Wealth Management LLC lifted its holdings in Dimensional Global Real Estate ETF by 2.7% during the third quarter. Integris Wealth Management LLC now owns 555,499 shares of the company’s stock worth $15,171,000 after acquiring an additional 14,675 shares in the last quarter. Finally, Tactive Advisors LLC acquired a new position in Dimensional Global Real Estate ETF in the third quarter valued at about $2,532,000.

Dimensional Global Real Estate ETF Price Performance

NYSEARCA DFGR opened at $26.45 on Thursday. Dimensional Global Real Estate ETF has a one year low of $22.90 and a one year high of $27.85. The firm has a market cap of $2.77 billion, a P/E ratio of 29.05 and a beta of 0.96. The stock’s 50-day moving average is $26.99 and its 200-day moving average is $27.03.

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.