Porter White Investment Advisors Inc. Buys New Holdings in Dimensional Global Real Estate ETF $DFGR

Porter White Investment Advisors Inc. purchased a new stake in shares of Dimensional Global Real Estate ETF (NYSEARCA:DFGR) in the 3rd quarter, Holdings Channel reports. The fund purchased 103,382 shares of the company’s stock, valued at approximately $2,796,000. Dimensional Global Real Estate ETF accounts for about 1.7% of Porter White Investment Advisors Inc.’s holdings, making the stock its 15th largest holding.

Other institutional investors and hedge funds have also recently modified their holdings of the company. Great Waters Wealth Management bought a new stake in shares of Dimensional Global Real Estate ETF during the 3rd quarter worth about $28,255,000. Forum Financial Management LP grew its position in shares of Dimensional Global Real Estate ETF by 5.3% in the first quarter. Forum Financial Management LP now owns 17,521,862 shares of the company’s stock valued at $465,731,000 after purchasing an additional 882,960 shares during the last quarter. Level Financial Advisors acquired a new position in shares of Dimensional Global Real Estate ETF in the third quarter valued at approximately $17,854,000. JMG Financial Group Ltd. increased its stake in shares of Dimensional Global Real Estate ETF by 11.3% during 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 during the period. Finally, Evanson Financial LLC bought a new stake in Dimensional Global Real Estate ETF in the 2nd quarter valued at $16,639,000.

Dimensional Global Real Estate ETF Price Performance

Shares of NYSEARCA DFGR opened at $27.15 on Thursday. The stock’s fifty day moving average price is $28.36 and its two-hundred day moving average price is $28.66. Dimensional Global Real Estate ETF has a one year low of $26.02 and a one year high of $30.42. The firm has a market cap of $3.70 billion, a price-to-earnings ratio of 29.05 and a beta of 0.88.

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.