Dimensional Global Real Estate ETF $DFGR is Forum Financial Management LP’s 6th Largest Position

Forum Financial Management LP raised its position in Dimensional Global Real Estate ETF (NYSEARCA:DFGR) by 6.4% in the 3rd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 15,451,214 shares of the company’s stock after acquiring an additional 933,655 shares during the quarter. Dimensional Global Real Estate ETF accounts for about 5.8% of Forum Financial Management LP’s investment portfolio, making the stock its 6th largest holding. Forum Financial Management LP owned approximately 0.15% of Dimensional Global Real Estate ETF worth $421,973,000 at the end of the most recent reporting period.

Other institutional investors have also made changes to their positions in the company. AE Wealth Management LLC boosted its stake in shares of Dimensional Global Real Estate ETF by 3,867.3% in the second quarter. AE Wealth Management LLC now owns 2,182 shares of the company’s stock valued at $59,000 after purchasing an additional 2,127 shares during the period. Red Lighthouse Investment Management LLC lifted its holdings in Dimensional Global Real Estate ETF by 103.5% in the 2nd quarter. Red Lighthouse Investment Management LLC now owns 4,830 shares of the company’s stock worth $130,000 after buying an additional 2,457 shares in the last quarter. HMV Wealth Advisors LLC purchased a new position in Dimensional Global Real Estate ETF in the 3rd quarter valued at about $215,000. Dopkins Wealth Management LLC acquired a new stake in shares of Dimensional Global Real Estate ETF during the second quarter valued at about $223,000. Finally, Live Oak Private Wealth LLC purchased a new stake in shares of Dimensional Global Real Estate ETF during the second quarter worth about $228,000.

Dimensional Global Real Estate ETF Stock Performance

NYSEARCA:DFGR opened at $26.67 on Friday. The stock has a market cap of $3.01 billion, a price-to-earnings ratio of 29.05 and a beta of 0.96. Dimensional Global Real Estate ETF has a one year low of $22.90 and a one year high of $27.85. The business’s 50-day simple moving average is $26.78 and its 200 day simple moving average is $26.99.

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.