EverSource Wealth Advisors LLC Has $4.33 Million Stock Holdings in Dimensional Global Real Estate ETF $DFGR

EverSource Wealth Advisors LLC decreased its holdings in shares of Dimensional Global Real Estate ETF (NYSEARCA:DFGR) by 12.8% in the first quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 163,087 shares of the company’s stock after selling 23,867 shares during the period. EverSource Wealth Advisors LLC owned about 0.13% of Dimensional Global Real Estate ETF worth $4,335,000 as of its most recent SEC filing.

A number of other institutional investors also recently added to or reduced their stakes in the stock. Savant Capital LLC raised its holdings in shares of Dimensional Global Real Estate ETF by 23.7% in the 4th quarter. Savant Capital LLC now owns 10,439,385 shares of the company’s stock worth $275,809,000 after buying an additional 1,997,764 shares in the last quarter. Forum Financial Management LP boosted its stake in Dimensional Global Real Estate ETF by 7.7% in the 4th quarter. Forum Financial Management LP now owns 16,638,902 shares of the company’s stock valued at $439,600,000 after buying an additional 1,187,688 shares in the last quarter. Guardian Wealth Management LLC acquired a new stake in Dimensional Global Real Estate ETF in the 4th quarter valued at $23,077,000. Financial Plan Inc. acquired a new stake in Dimensional Global Real Estate ETF in the 4th quarter valued at $22,493,000. Finally, Arax Advisory Partners bought a new stake in Dimensional Global Real Estate ETF in the fourth quarter valued at $19,738,000.

Dimensional Global Real Estate ETF Price Performance

Dimensional Global Real Estate ETF stock opened at $30.18 on Thursday. The firm has a market capitalization of $3.90 billion, a P/E ratio of 29.05 and a beta of 0.88. The stock has a fifty day moving average price of $29.22 and a two-hundred day moving average price of $28.31. Dimensional Global Real Estate ETF has a 52-week low of $26.02 and a 52-week high of $30.42.

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.