XY Planning Network Inc. Has $5.07 Million Stock Holdings in Dimensional Global Real Estate ETF $DFGR

XY Planning Network Inc. reduced its position in shares of Dimensional Global Real Estate ETF (NYSEARCA:DFGR) by 5.1% in the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 189,126 shares of the company’s stock after selling 10,068 shares during the period. Dimensional Global Real Estate ETF makes up approximately 1.7% of XY Planning Network Inc.’s investment portfolio, making the stock its 12th biggest position. XY Planning Network Inc. owned 0.20% of Dimensional Global Real Estate ETF worth $5,074,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds have also recently added to or reduced their stakes in DFGR. Envestnet Asset Management Inc. increased its stake in shares of Dimensional Global Real Estate ETF by 8.8% in the 1st quarter. Envestnet Asset Management Inc. now owns 212,611 shares of the company’s stock valued at $5,583,000 after purchasing an additional 17,184 shares during the last quarter. Brown Advisory Inc. bought a new position in Dimensional Global Real Estate ETF in the first quarter valued at about $274,000. IFP Advisors Inc raised its stake in Dimensional Global Real Estate ETF by 50.7% during the first quarter. IFP Advisors Inc now owns 5,250 shares of the company’s stock worth $138,000 after acquiring an additional 1,767 shares in the last quarter. Aegis Wealth Management LLC lifted its holdings in shares of Dimensional Global Real Estate ETF by 30.2% in the first quarter. Aegis Wealth Management LLC now owns 78,142 shares of the company’s stock worth $2,052,000 after acquiring an additional 18,146 shares during the last quarter. Finally, Planning Center Inc. boosted its stake in shares of Dimensional Global Real Estate ETF by 3.2% in the 1st quarter. Planning Center Inc. now owns 509,346 shares of the company’s stock valued at $13,375,000 after purchasing an additional 15,744 shares in the last quarter.

Dimensional Global Real Estate ETF Trading Up 1.0%

Shares of Dimensional Global Real Estate ETF stock opened at $27.18 on Friday. The firm’s 50 day moving average is $27.13 and its 200 day moving average is $26.58. The firm has a market capitalization of $2.61 billion, a PE ratio of 29.05 and a beta of 1.14. Dimensional Global Real Estate ETF has a 1 year low of $22.90 and a 1 year high of $28.93.

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.