Heffernan Advisory Inc. Invests $532,000 in Dimensional Global Real Estate ETF $DFGR

Heffernan Advisory Inc. purchased a new stake in shares of Dimensional Global Real Estate ETF (NYSEARCA:DFGR) during the fourth quarter, HoldingsChannel.com reports. The institutional investor purchased 20,130 shares of the company’s stock, valued at approximately $532,000. Dimensional Global Real Estate ETF accounts for approximately 0.5% of Heffernan Advisory Inc.’s holdings, making the stock its 17th largest position.

A number of other hedge funds and other institutional investors have also recently modified their holdings of the business. Timonier Family Office LTD. lifted its holdings in shares of Dimensional Global Real Estate ETF by 0.7% during the third quarter. Timonier Family Office LTD. now owns 56,547 shares of the company’s stock valued at $1,544,000 after purchasing an additional 390 shares in the last quarter. Two West Capital Advisors LLC lifted its holdings in shares of Dimensional Global Real Estate ETF by 4.1% during the fourth quarter. Two West Capital Advisors LLC now owns 13,196 shares of the company’s stock valued at $349,000 after purchasing an additional 516 shares in the last quarter. Savvy Advisors Inc. lifted its holdings in shares of Dimensional Global Real Estate ETF by 1.3% during the third quarter. Savvy Advisors Inc. now owns 43,048 shares of the company’s stock valued at $1,176,000 after purchasing an additional 562 shares in the last quarter. Spire Wealth Management lifted its holdings in shares of Dimensional Global Real Estate ETF by 0.5% during the third quarter. Spire Wealth Management now owns 129,831 shares of the company’s stock valued at $3,546,000 after purchasing an additional 608 shares in the last quarter. Finally, Grunden Financial Advisory Inc. lifted its holdings in shares of Dimensional Global Real Estate ETF by 7.3% during the third quarter. Grunden Financial Advisory Inc. now owns 11,196 shares of the company’s stock valued at $306,000 after purchasing an additional 765 shares in the last quarter.

Dimensional Global Real Estate ETF Price Performance

Shares of NYSEARCA:DFGR opened at $28.95 on Friday. The company has a market cap of $3.53 billion, a P/E ratio of 29.05 and a beta of 0.92. Dimensional Global Real Estate ETF has a 1 year low of $25.94 and a 1 year high of $29.18. The stock’s fifty day moving average price is $27.84 and its 200-day moving average price is $27.37.

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.