Guardian Wealth Management LLC Acquires 31,854 Shares of Dimensional Global Real Estate ETF $DFGR

Guardian Wealth Management LLC boosted its holdings in shares of Dimensional Global Real Estate ETF (NYSEARCA:DFGR) by 3.6% during the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 905,321 shares of the company’s stock after acquiring an additional 31,854 shares during the quarter. Dimensional Global Real Estate ETF accounts for about 7.3% of Guardian Wealth Management LLC’s portfolio, making the stock its 4th largest position. Guardian Wealth Management LLC’s holdings in Dimensional Global Real Estate ETF were worth $24,063,000 at the end of the most recent quarter.

Other institutional investors and hedge funds have also recently added to or reduced their stakes in the company. Brighton Jones LLC lifted its holdings 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 worth $51,003,000 after purchasing an additional 246,429 shares during the period. AQR Capital Management LLC increased its holdings in 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 valued at $586,000 after purchasing an additional 1,984 shares during the period. JPMorgan Chase & Co. raised its position in Dimensional Global Real Estate ETF by 0.7% during the 2nd quarter. JPMorgan Chase & Co. now owns 136,686 shares of the company’s stock worth $3,667,000 after purchasing an additional 994 shares during the last quarter. Diversify Wealth Management LLC raised its position in Dimensional Global Real Estate ETF by 47.4% during the 2nd quarter. Diversify Wealth Management LLC now owns 15,689 shares of the company’s stock worth $419,000 after purchasing an additional 5,044 shares during the last quarter. Finally, Betterment LLC lifted its holdings in Dimensional Global Real Estate ETF by 23.1% during the 2nd quarter. Betterment LLC now owns 112,861 shares of the company’s stock worth $3,028,000 after buying an additional 21,168 shares during the period.

Dimensional Global Real Estate ETF Stock Performance

Shares of DFGR stock opened at $29.56 on Monday. The stock has a market cap of $3.60 billion, a price-to-earnings ratio of 29.05 and a beta of 0.90. The stock has a 50-day moving average of $28.83 and a 200-day moving average of $27.82. Dimensional Global Real Estate ETF has a 1-year low of $26.02 and a 1-year high of $29.63.

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.