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

Total Wealth Planning LLC decreased its position in Dimensional Global Real Estate ETF (NYSEARCA:DFGR) by 95.1% during the 4th quarter, according to its most recent filing with the SEC. The institutional investor owned 30,217 shares of the company’s stock after selling 584,537 shares during the period. Dimensional Global Real Estate ETF comprises 1.7% of Total Wealth Planning LLC’s portfolio, making the stock its 16th biggest position. Total Wealth Planning LLC’s holdings in Dimensional Global Real Estate ETF were worth $798,000 at the end of the most recent reporting period.

Several other institutional investors have also recently bought and sold shares of DFGR. Brighton Jones LLC lifted its stake in Dimensional Global Real Estate ETF by 14.1% in the 4th quarter. Brighton Jones LLC now owns 1,997,000 shares of the company’s stock valued at $51,003,000 after acquiring an additional 246,429 shares in the last quarter. AQR Capital Management LLC lifted its stake in Dimensional Global Real Estate ETF by 9.8% in the 1st quarter. AQR Capital Management LLC now owns 22,327 shares of the company’s stock valued at $586,000 after acquiring an additional 1,984 shares in the last quarter. JPMorgan Chase & Co. lifted its stake in Dimensional Global Real Estate ETF by 0.7% in the 2nd quarter. JPMorgan Chase & Co. now owns 136,686 shares of the company’s stock valued at $3,667,000 after acquiring an additional 994 shares in the last quarter. Diversify Wealth Management LLC lifted its stake in Dimensional Global Real Estate ETF by 47.4% in the 2nd quarter. Diversify Wealth Management LLC now owns 15,689 shares of the company’s stock valued at $419,000 after acquiring an additional 5,044 shares in the last quarter. Finally, Betterment LLC lifted its stake in Dimensional Global Real Estate ETF by 23.1% in the 2nd quarter. Betterment LLC now owns 112,861 shares of the company’s stock valued at $3,028,000 after acquiring an additional 21,168 shares in the last quarter.

Dimensional Global Real Estate ETF Stock Up 0.8%

Shares of Dimensional Global Real Estate ETF stock opened at $29.48 on Friday. Dimensional Global Real Estate ETF has a 12-month low of $26.02 and a 12-month high of $29.56. The stock has a market cap of $3.59 billion, a P/E ratio of 29.05 and a beta of 0.90. The business’s 50 day moving average is $28.55 and its 200-day moving average is $27.67.

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.