Heffernan Advisory Inc. Purchases New Shares in Dimensional Global Real Estate ETF $DFGR

Heffernan Advisory Inc. purchased a new stake in shares of Dimensional Global Real Estate ETF (NYSEARCA:DFGR) during the 4th quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund purchased 20,130 shares of the company’s stock, valued at approximately $532,000. Dimensional Global Real Estate ETF makes up approximately 0.5% of Heffernan Advisory Inc.’s investment portfolio, making the stock its 17th biggest position.

Several other hedge funds also recently made changes to their positions in DFGR. Brighton Jones LLC boosted its position in shares of Dimensional Global Real Estate ETF by 14.1% during the fourth quarter. Brighton Jones LLC now owns 1,997,000 shares of the company’s stock valued at $51,003,000 after purchasing an additional 246,429 shares in the last quarter. AQR Capital Management LLC grew its stake in shares of Dimensional Global Real Estate ETF by 9.8% in the first quarter. AQR Capital Management LLC now owns 22,327 shares of the company’s stock worth $586,000 after acquiring an additional 1,984 shares during the last quarter. JPMorgan Chase & Co. grew its stake in shares of Dimensional Global Real Estate ETF by 0.7% in the second quarter. JPMorgan Chase & Co. now owns 136,686 shares of the company’s stock worth $3,667,000 after acquiring an additional 994 shares during the last quarter. Diversify Wealth Management LLC grew its stake in shares of Dimensional Global Real Estate ETF by 47.4% in the second quarter. Diversify Wealth Management LLC now owns 15,689 shares of the company’s stock worth $419,000 after acquiring an additional 5,044 shares during the last quarter. Finally, Betterment LLC grew its stake in shares of Dimensional Global Real Estate ETF by 23.1% in the second quarter. Betterment LLC now owns 112,861 shares of the company’s stock worth $3,028,000 after acquiring an additional 21,168 shares during the last quarter.

Dimensional Global Real Estate ETF Trading Up 0.2%

NYSEARCA DFGR opened at $28.95 on Friday. Dimensional Global Real Estate ETF has a 12 month low of $25.94 and a 12 month high of $29.18. The stock has a market cap of $3.53 billion, a P/E ratio of 29.05 and a beta of 0.92. The stock’s fifty day moving average price is $27.84 and its 200-day moving average price is $27.37.

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.