Willow Creek Wealth Management Inc. Buys 78,125 Shares of Dimensional Global Real Estate ETF $DFGR

Willow Creek Wealth Management Inc. raised its stake in shares of Dimensional Global Real Estate ETF (NYSEARCA:DFGR) by 13.9% in the 3rd quarter, according to its most recent disclosure with the SEC. The firm owned 638,861 shares of the company’s stock after purchasing an additional 78,125 shares during the period. Dimensional Global Real Estate ETF accounts for about 1.4% of Willow Creek Wealth Management Inc.’s investment portfolio, making the stock its 18th biggest holding. Willow Creek Wealth Management Inc. owned approximately 0.61% of Dimensional Global Real Estate ETF worth $17,447,000 as of its most recent filing with the SEC.

Several other institutional investors have also recently made changes to their positions in DFGR. Savant Capital LLC lifted its position in shares of Dimensional Global Real Estate ETF by 26.0% during the 3rd quarter. Savant Capital LLC now owns 8,441,621 shares of the company’s stock valued at $230,540,000 after buying an additional 1,743,622 shares in the last quarter. Forum Financial Management LP raised its stake in Dimensional Global Real Estate ETF by 6.4% during the 3rd quarter. Forum Financial Management LP now owns 15,451,214 shares of the company’s stock worth $421,973,000 after acquiring an additional 933,655 shares during the period. TCI Wealth Advisors Inc. raised its stake in Dimensional Global Real Estate ETF by 16.8% during the 3rd quarter. TCI Wealth Advisors Inc. now owns 2,258,395 shares of the company’s stock worth $61,677,000 after acquiring an additional 324,375 shares during the period. Vestmark Advisory Solutions Inc. lifted its holdings in Dimensional Global Real Estate ETF by 126.0% during the second quarter. Vestmark Advisory Solutions Inc. now owns 500,756 shares of the company’s stock valued at $13,435,000 after purchasing an additional 279,218 shares in the last quarter. Finally, Brighton Jones LLC boosted its position in shares of Dimensional Global Real Estate ETF by 14.1% in the fourth quarter. Brighton Jones LLC now owns 1,997,000 shares of the company’s stock worth $51,003,000 after purchasing an additional 246,429 shares during the period.

Dimensional Global Real Estate ETF Price Performance

Shares of NYSEARCA DFGR opened at $28.59 on Wednesday. The stock has a market cap of $3.29 billion, a PE ratio of 29.05 and a beta of 0.96. Dimensional Global Real Estate ETF has a 1 year low of $22.90 and a 1 year high of $28.82. The firm has a fifty day moving average price of $27.15 and a 200-day moving average price of $27.14.

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.