Total Wealth Planning LLC Sells 584,537 Shares of Dimensional Global Real Estate ETF $DFGR

Total Wealth Planning LLC cut its holdings in shares of Dimensional Global Real Estate ETF (NYSEARCA:DFGRFree Report) by 95.1% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 30,217 shares of the company’s stock after selling 584,537 shares during the quarter. Dimensional Global Real Estate ETF comprises 1.7% of Total Wealth Planning LLC’s portfolio, making the stock its 16th biggest holding. Total Wealth Planning LLC’s holdings in Dimensional Global Real Estate ETF were worth $798,000 as of its most recent SEC filing.

A number of other institutional investors have also made changes to their positions in the business. Forum Financial Management LP increased its holdings in shares of Dimensional Global Real Estate ETF by 7.7% during the 4th quarter. Forum Financial Management LP now owns 16,638,902 shares of the company’s stock worth $439,600,000 after acquiring an additional 1,187,688 shares during the last quarter. Savant Capital LLC increased its holdings in shares of Dimensional Global Real Estate ETF by 23.7% during the 4th quarter. Savant Capital LLC now owns 10,439,385 shares of the company’s stock worth $275,809,000 after acquiring an additional 1,997,764 shares during the last quarter. JMG Financial Group Ltd. increased its holdings in shares of Dimensional Global Real Estate ETF by 6.5% during the 4th quarter. JMG Financial Group Ltd. now owns 5,701,658 shares of the company’s stock worth $150,638,000 after acquiring an additional 346,331 shares during the last quarter. Focus Partners Wealth increased its holdings in shares of Dimensional Global Real Estate ETF by 11.5% during the 3rd quarter. Focus Partners Wealth now owns 3,578,334 shares of the company’s stock worth $97,724,000 after acquiring an additional 367,977 shares during the last quarter. Finally, Wealthspire Advisors LLC increased its holdings in shares of Dimensional Global Real Estate ETF by 8.0% during the 4th quarter. Wealthspire Advisors LLC now owns 2,742,694 shares of the company’s stock worth $72,462,000 after acquiring an additional 204,069 shares during the last quarter.

Dimensional Global Real Estate ETF Price Performance

Shares of NYSEARCA DFGR opened at $29.48 on Friday. The stock’s fifty day moving average price is $28.55 and its two-hundred day moving average price is $27.67. Dimensional Global Real Estate ETF has a one year low of $26.02 and a one year high of $29.56. The firm has a market cap of $3.59 billion, a price-to-earnings ratio of 29.05 and a beta of 0.90.

Dimensional Global Real Estate ETF Company Profile

(Free Report)

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.

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Institutional Ownership by Quarter for Dimensional Global Real Estate ETF (NYSEARCA:DFGR)

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