Dimensional Global Real Estate ETF $DFGR is Great Waters Wealth Management’s 8th Largest Position

Great Waters Wealth Management increased its stake in Dimensional Global Real Estate ETF (NYSEARCA:DFGR) by 7.1% in the second quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 951,736 shares of the company’s stock after purchasing an additional 63,369 shares during the period. Dimensional Global Real Estate ETF accounts for about 2.6% of Great Waters Wealth Management’s portfolio, making the stock its 8th largest position. Great Waters Wealth Management owned about 0.74% of Dimensional Global Real Estate ETF worth $27,572,000 as of its most recent filing with the Securities & Exchange Commission.

Other large investors also recently bought and sold shares of the company. Brighton Jones LLC increased its stake in Dimensional Global Real Estate ETF by 14.1% during the 4th 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 lifted its stake in shares of Dimensional Global Real Estate ETF by 9.8% during the first quarter. AQR Capital Management LLC now owns 22,327 shares of the company’s stock worth $586,000 after buying an additional 1,984 shares during the period. JPMorgan Chase & Co. lifted its stake in shares of Dimensional Global Real Estate ETF by 0.7% during the second quarter. JPMorgan Chase & Co. now owns 136,686 shares of the company’s stock worth $3,667,000 after buying an additional 994 shares during the period. Diversify Wealth Management LLC lifted its stake in shares of Dimensional Global Real Estate ETF by 47.4% during the second quarter. Diversify Wealth Management LLC now owns 15,689 shares of the company’s stock worth $419,000 after buying an additional 5,044 shares during the period. Finally, Betterment LLC grew its holdings in shares of Dimensional Global Real Estate ETF by 23.1% during the second quarter. Betterment LLC now owns 112,861 shares of the company’s stock valued at $3,028,000 after buying an additional 21,168 shares during the last quarter.

Dimensional Global Real Estate ETF Price Performance

NYSEARCA DFGR opened at $29.66 on Monday. The stock’s fifty day moving average price is $29.33 and its 200 day moving average price is $28.44. Dimensional Global Real Estate ETF has a 1 year low of $26.02 and a 1 year high of $30.42. The company has a market cap of $3.85 billion, a price-to-earnings ratio of 29.05 and a beta of 0.87.

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.