KFG Wealth Management LLC Lowers Position in Dimensional Global Real Estate ETF $DFGR

KFG Wealth Management LLC decreased its holdings in shares of Dimensional Global Real Estate ETF (NYSEARCA:DFGR) by 79.0% during the first quarter, according to its most recent filing with the SEC. The firm owned 12,594 shares of the company’s stock after selling 47,320 shares during the period. KFG Wealth Management LLC’s holdings in Dimensional Global Real Estate ETF were worth $335,000 at the end of the most recent reporting period.

Several other large investors have also modified their holdings of DFGR. Brighton Jones LLC boosted its stake in shares of Dimensional Global Real Estate ETF by 14.1% during the fourth quarter. Brighton Jones LLC now owns 1,997,000 shares of the company’s stock valued at $51,003,000 after purchasing an additional 246,429 shares in the last quarter. AQR Capital Management LLC lifted its holdings in Dimensional Global Real Estate ETF by 9.8% during the first quarter. AQR Capital Management LLC now owns 22,327 shares of the company’s stock worth $586,000 after buying an additional 1,984 shares during the period. JPMorgan Chase & Co. lifted its holdings in Dimensional Global Real Estate ETF by 0.7% during the second quarter. JPMorgan Chase & Co. now owns 136,686 shares of the company’s stock worth $3,667,000 after buying an additional 994 shares during the period. Diversify Wealth Management LLC boosted its position in 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 valued at $419,000 after acquiring an additional 5,044 shares in the last quarter. Finally, Betterment LLC boosted its position in Dimensional Global Real Estate ETF by 23.1% during 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 Trading Up 0.2%

DFGR opened at $29.12 on Thursday. The firm has a market cap of $3.55 billion, a price-to-earnings ratio of 29.05 and a beta of 0.90. Dimensional Global Real Estate ETF has a 12 month low of $26.02 and a 12 month high of $29.63. The stock has a fifty day moving average price of $28.79 and a 200-day moving average price of $27.78.

Dimensional Global Real Estate ETF 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.