Forum Private Client Group LLC Acquires 23,015 Shares of Dimensional Global Real Estate ETF $DFGR

Forum Private Client Group LLC grew its holdings in shares of Dimensional Global Real Estate ETF (NYSEARCA:DFGR) by 13.6% in the fourth quarter, Holdings Channel.com reports. The firm owned 192,263 shares of the company’s stock after buying an additional 23,015 shares during the period. Dimensional Global Real Estate ETF comprises about 1.7% of Forum Private Client Group LLC’s investment portfolio, making the stock its 17th biggest position. Forum Private Client Group LLC’s holdings in Dimensional Global Real Estate ETF were worth $5,080,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other institutional investors and hedge funds have also recently added to or reduced their stakes in the business. Forum Financial Management LP boosted its position in Dimensional Global Real Estate ETF by 7.7% during the fourth quarter. Forum Financial Management LP now owns 16,638,902 shares of the company’s stock worth $439,600,000 after purchasing an additional 1,187,688 shares during the period. Savant Capital LLC boosted its position in Dimensional Global Real Estate ETF by 26.0% during the third quarter. Savant Capital LLC now owns 8,441,621 shares of the company’s stock worth $230,540,000 after purchasing an additional 1,743,622 shares during the period. JMG Financial Group Ltd. boosted its position in Dimensional Global Real Estate ETF by 7.2% during the third 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 period. Focus Partners Wealth boosted its position in shares of Dimensional Global Real Estate ETF by 11.5% in the third quarter. Focus Partners Wealth now owns 3,578,334 shares of the company’s stock valued at $97,724,000 after acquiring an additional 367,977 shares during the period. Finally, TCI Wealth Advisors Inc. boosted its position in shares of Dimensional Global Real Estate ETF by 17.5% in the fourth quarter. TCI Wealth Advisors Inc. now owns 2,654,516 shares of the company’s stock valued at $70,132,000 after acquiring an additional 396,121 shares during the period.

Dimensional Global Real Estate ETF Trading Up 1.1%

DFGR stock opened at $28.93 on Thursday. The firm has a 50 day moving average of $27.90 and a 200-day moving average of $27.45. Dimensional Global Real Estate ETF has a 12 month low of $25.94 and a 12 month high of $29.18. The firm has a market capitalization of $3.52 billion, a P/E ratio of 29.05 and a beta of 0.92.

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.