Evanson Financial LLC Makes New Investment in Dimensional Global Real Estate ETF $DFGR

Evanson Financial LLC acquired a new stake in shares of Dimensional Global Real Estate ETF (NYSEARCA:DFGR) during the 2nd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm acquired 574,362 shares of the company’s stock, valued at approximately $16,639,000. Dimensional Global Real Estate ETF makes up about 0.8% of Evanson Financial LLC’s investment portfolio, making the stock its 25th largest holding. Evanson Financial LLC owned 0.45% of Dimensional Global Real Estate ETF at the end of the most recent quarter.

Several other institutional investors have also modified their holdings of the stock. Foster Group Inc. raised its position in shares of Dimensional Global Real Estate ETF by 12.5% during the 2nd quarter. Foster Group Inc. now owns 27,109 shares of the company’s stock worth $785,000 after purchasing an additional 3,006 shares during the last quarter. Ridgeline Wealth LLC boosted its holdings in Dimensional Global Real Estate ETF by 5.6% in the 2nd quarter. Ridgeline Wealth LLC now owns 58,466 shares of the company’s stock worth $1,694,000 after buying an additional 3,108 shares during the last quarter. Collective Family Office LLC increased its stake in Dimensional Global Real Estate ETF by 2.4% during the 2nd quarter. Collective Family Office LLC now owns 22,863 shares of the company’s stock worth $662,000 after buying an additional 530 shares in the last quarter. E Wealth Partners LLC increased its stake in Dimensional Global Real Estate ETF by 8.7% during the 1st quarter. E Wealth Partners LLC now owns 42,544 shares of the company’s stock worth $1,131,000 after buying an additional 3,410 shares in the last quarter. Finally, Security Financial Services INC. raised its holdings in shares of Dimensional Global Real Estate ETF by 11.9% during the first quarter. Security Financial Services INC. now owns 10,299 shares of the company’s stock valued at $274,000 after acquiring an additional 1,095 shares during the last quarter.

Dimensional Global Real Estate ETF Price Performance

NYSEARCA DFGR opened at $29.51 on Friday. The company has a market cap of $3.83 billion, a PE ratio of 29.05 and a beta of 0.87. The stock’s 50 day simple moving average is $29.31 and its 200-day simple moving average is $28.43. Dimensional Global Real Estate ETF has a 1-year low of $26.02 and a 1-year high of $30.42.

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.