Dimensional Global Real Estate ETF $DFGR Shares Bought by Envestnet Asset Management Inc.

Envestnet Asset Management Inc. grew its holdings in Dimensional Global Real Estate ETF (NYSEARCA:DFGR) by 12.1% in the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 249,734 shares of the company’s stock after buying an additional 26,969 shares during the quarter. Envestnet Asset Management Inc. owned about 0.24% of Dimensional Global Real Estate ETF worth $6,820,000 at the end of the most recent quarter.

Other institutional investors have also recently modified their holdings of the company. Commonwealth Equity Services LLC boosted its position in shares of Dimensional Global Real Estate ETF by 6.9% in the 3rd quarter. Commonwealth Equity Services LLC now owns 386,614 shares of the company’s stock worth $10,558,000 after buying an additional 24,986 shares in the last quarter. Apella Capital LLC raised its position in Dimensional Global Real Estate ETF by 8.4% during the third quarter. Apella Capital LLC now owns 280,865 shares of the company’s stock worth $7,662,000 after acquiring an additional 21,869 shares during the last quarter. Baker Tilly Wealth Management LLC purchased a new stake in shares of Dimensional Global Real Estate ETF in the third quarter valued at about $2,482,000. Evanson Asset Management LLC lifted its holdings in shares of Dimensional Global Real Estate ETF by 17.4% in the third quarter. Evanson Asset Management LLC now owns 413,890 shares of the company’s stock valued at $11,303,000 after purchasing an additional 61,445 shares in the last quarter. Finally, Summit Financial Strategies Inc. grew its position in shares of Dimensional Global Real Estate ETF by 4.6% in the third quarter. Summit Financial Strategies Inc. now owns 869,361 shares of the company’s stock valued at $23,742,000 after purchasing an additional 38,204 shares during the last quarter.

Dimensional Global Real Estate ETF Price Performance

Shares of DFGR opened at $28.56 on Friday. Dimensional Global Real Estate ETF has a 1-year low of $22.90 and a 1-year high of $28.82. The stock has a market cap of $3.29 billion, a price-to-earnings ratio of 29.05 and a beta of 0.96. The firm has a 50 day simple moving average of $27.07 and a 200-day simple moving average of $27.11.

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.