Vise Technologies Inc. Takes Position in Dimensional Global Real Estate ETF $DFGR

Vise Technologies Inc. bought a new stake in Dimensional Global Real Estate ETF (NYSEARCA:DFGR) in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund bought 29,809 shares of the company’s stock, valued at approximately $788,000.

A number of other institutional investors also recently modified their holdings of the company. Forum Financial Management LP raised its stake in shares of Dimensional Global Real Estate ETF by 7.7% in the fourth quarter. Forum Financial Management LP now owns 16,638,902 shares of the company’s stock valued at $439,600,000 after acquiring an additional 1,187,688 shares during the last quarter. Savant Capital LLC raised its stake in shares of Dimensional Global Real Estate ETF by 23.7% in the fourth quarter. Savant Capital LLC now owns 10,439,385 shares of the company’s stock valued at $275,809,000 after acquiring an additional 1,997,764 shares during the last quarter. JMG Financial Group Ltd. raised its stake in shares of Dimensional Global Real Estate ETF by 6.5% in the fourth quarter. JMG Financial Group Ltd. now owns 5,701,658 shares of the company’s stock valued at $150,638,000 after acquiring an additional 346,331 shares during the last quarter. Focus Partners Wealth raised its stake in shares of Dimensional Global Real Estate ETF by 11.5% in the third quarter. Focus Partners Wealth now owns 3,578,334 shares of the company’s stock valued at $97,724,000 after acquiring an additional 367,977 shares during the last quarter. Finally, TCI Wealth Advisors Inc. raised its stake in shares of Dimensional Global Real Estate ETF by 17.5% in the fourth quarter. TCI Wealth Advisors Inc. now owns 2,654,516 shares of the company’s stock valued at $70,132,000 after acquiring an additional 396,121 shares during the last quarter.

Dimensional Global Real Estate ETF Trading Up 0.2%

NYSEARCA:DFGR opened at $29.08 on Thursday. Dimensional Global Real Estate ETF has a 1 year low of $26.02 and a 1 year high of $29.32. The firm has a 50 day moving average of $28.44 and a 200-day moving average of $27.64. The stock has a market capitalization of $3.54 billion, a P/E ratio of 29.05 and a beta of 0.90.

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.