McLean Asset Management Corp Has $3.98 Million Holdings in Dimensional Global Real Estate ETF $DFGR

McLean Asset Management Corp lifted its stake in Dimensional Global Real Estate ETF (NYSEARCA:DFGR) by 352.9% during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 147,616 shares of the company’s stock after acquiring an additional 115,025 shares during the period. Dimensional Global Real Estate ETF makes up 0.7% of McLean Asset Management Corp’s portfolio, making the stock its 24th largest holding. McLean Asset Management Corp’s holdings in Dimensional Global Real Estate ETF were worth $3,981,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds have also bought and sold shares of DFGR. Forum Financial Management LP raised its stake in Dimensional Global Real Estate ETF by 6.4% during the 3rd quarter. Forum Financial Management LP now owns 15,451,214 shares of the company’s stock valued at $421,973,000 after purchasing an additional 933,655 shares during the last quarter. Savant Capital LLC boosted its holdings in Dimensional Global Real Estate ETF by 26.0% in the 3rd quarter. Savant Capital LLC now owns 8,441,621 shares of the company’s stock valued at $230,540,000 after purchasing an additional 1,743,622 shares during the period. JMG Financial Group Ltd. grew its position in Dimensional Global Real Estate ETF by 7.2% in the 3rd quarter. JMG Financial Group Ltd. now owns 5,355,327 shares of the company’s stock worth $146,254,000 after purchasing an additional 358,627 shares during the last quarter. Focus Partners Wealth grew its position in Dimensional Global Real Estate ETF by 11.5% in the 3rd quarter. Focus Partners Wealth now owns 3,578,334 shares of the company’s stock worth $97,724,000 after purchasing an additional 367,977 shares during the last quarter. Finally, LifeGuide Financial Advisors LLC increased its holdings in shares of Dimensional Global Real Estate ETF by 10.4% during the 4th quarter. LifeGuide Financial Advisors LLC now owns 2,412,706 shares of the company’s stock worth $63,864,000 after purchasing an additional 226,644 shares during the period.

Dimensional Global Real Estate ETF Stock Performance

Shares of DFGR opened at $26.74 on Thursday. The company has a 50-day simple moving average of $27.59 and a 200-day simple moving average of $27.20. The firm has a market capitalization of $3.22 billion, a P/E ratio of 29.05 and a beta of 0.96. Dimensional Global Real Estate ETF has a 52 week low of $22.90 and a 52 week high of $28.94.

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.