McMill Wealth Management Raises Holdings in Dimensional Global Real Estate ETF $DFGR

McMill Wealth Management lifted its holdings in Dimensional Global Real Estate ETF (NYSEARCA:DFGR) by 13.2% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 219,516 shares of the company’s stock after buying an additional 25,628 shares during the quarter. Dimensional Global Real Estate ETF accounts for 1.6% of McMill Wealth Management’s portfolio, making the stock its 15th biggest holding. McMill Wealth Management owned 0.19% of Dimensional Global Real Estate ETF worth $5,800,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds have also recently bought and sold shares of DFGR. Brighton Jones LLC raised its position in Dimensional Global Real Estate ETF by 14.1% in the fourth quarter. Brighton Jones LLC now owns 1,997,000 shares of the company’s stock worth $51,003,000 after acquiring an additional 246,429 shares in the last quarter. AQR Capital Management LLC boosted its position in shares of Dimensional Global Real Estate ETF by 9.8% during the 1st quarter. AQR Capital Management LLC now owns 22,327 shares of the company’s stock worth $586,000 after purchasing an additional 1,984 shares in the last quarter. JPMorgan Chase & Co. boosted its position in shares of Dimensional Global Real Estate ETF by 0.7% during the 2nd quarter. JPMorgan Chase & Co. now owns 136,686 shares of the company’s stock worth $3,667,000 after purchasing an additional 994 shares in the last quarter. Diversify Wealth Management LLC grew its stake in shares of Dimensional Global Real Estate ETF by 47.4% during the 2nd quarter. Diversify Wealth Management LLC now owns 15,689 shares of the company’s stock worth $419,000 after purchasing an additional 5,044 shares during the period. Finally, Betterment LLC grew its stake in shares of Dimensional Global Real Estate ETF by 23.1% during the 2nd quarter. Betterment LLC now owns 112,861 shares of the company’s stock worth $3,028,000 after purchasing an additional 21,168 shares during the period.

Dimensional Global Real Estate ETF Stock Down 0.2%

Shares of DFGR opened at $28.67 on Friday. Dimensional Global Real Estate ETF has a 52-week low of $26.02 and a 52-week high of $29.63. The company has a 50-day simple moving average of $28.70 and a 200-day simple moving average of $27.73. The company has a market capitalization of $3.49 billion, a PE ratio of 29.05 and a beta of 0.90.

Dimensional Global Real Estate ETF Company 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.