2,180,877 Dimensional Global Real Estate ETF $DFGR Shares Sold by Heffernan Advisory Inc.

Heffernan Advisory Inc. trimmed its holdings in shares of Dimensional Global Real Estate ETF (NYSEARCA:DFGR) by 98.7% during the third quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 28,100 shares of the company’s stock after selling 2,180,877 shares during the quarter. Dimensional Global Real Estate ETF comprises about 0.5% of Heffernan Advisory Inc.’s investment portfolio, making the stock its 20th largest holding. Heffernan Advisory Inc.’s holdings in Dimensional Global Real Estate ETF were worth $760,000 at the end of the most recent quarter.

Several other hedge funds also recently made changes to their positions in the business. Forum Financial Management LP grew its position in Dimensional Global Real Estate ETF by 5.3% during the first quarter. Forum Financial Management LP now owns 17,521,862 shares of the company’s stock worth $465,731,000 after buying an additional 882,960 shares in the last quarter. JMG Financial Group Ltd. lifted its position in Dimensional Global Real Estate ETF by 11.3% during the first quarter. JMG Financial Group Ltd. now owns 6,344,111 shares of the company’s stock worth $168,626,000 after purchasing an additional 642,453 shares during the period. Focus Partners Wealth increased its holdings in Dimensional Global Real Estate ETF by 11.9% in the 4th quarter. Focus Partners Wealth now owns 4,005,871 shares of the company’s stock valued at $105,835,000 after buying an additional 427,537 shares during the period. Brighton Jones LLC increased its stake in Dimensional Global Real Estate ETF by 7.2% in the first quarter. Brighton Jones LLC now owns 2,798,216 shares of the company’s stock valued at $74,377,000 after acquiring an additional 187,016 shares during the last quarter. Finally, TCI Wealth Advisors Inc. boosted its stake in Dimensional Global Real Estate ETF by 4.9% in the first quarter. TCI Wealth Advisors Inc. now owns 2,784,684 shares of the company’s stock valued at $74,017,000 after buying an additional 130,168 shares in the last quarter.

Dimensional Global Real Estate ETF Stock Down 0.1%

Shares of NYSEARCA DFGR traded down $0.02 during midday trading on Tuesday, reaching $27.32. 166,709 shares of the company were exchanged, compared to its average volume of 463,349. Dimensional Global Real Estate ETF has a one year low of $26.02 and a one year high of $30.42. The stock has a market cap of $3.72 billion, a P/E ratio of 29.05 and a beta of 0.88. The stock’s 50-day moving average price is $28.46 and its 200-day moving average price is $28.65.

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.