Forum Financial Management LP Makes New Investment in Dimensional Global Real Estate ETF $DFGR

Forum Financial Management LP purchased a new stake in shares of Dimensional Global Real Estate ETF (NYSEARCA:DFGR) during the third quarter, HoldingsChannel reports. The fund purchased 18,513,312 shares of the company’s stock, valued at approximately $500,785,000. Dimensional Global Real Estate ETF comprises 6.5% of Forum Financial Management LP’s holdings, making the stock its 6th largest holding. Forum Financial Management LP owned 0.14% of Dimensional Global Real Estate ETF at the end of the most recent reporting period.

Several other institutional investors have also recently made changes to their positions in the business. JMG Financial Group Ltd. raised its stake in Dimensional Global Real Estate ETF by 11.3% during the 1st quarter. JMG Financial Group Ltd. now owns 6,344,111 shares of the company’s stock valued at $168,626,000 after purchasing an additional 642,453 shares during the period. Brighton Jones LLC lifted its holdings in Dimensional Global Real Estate ETF by 7.2% in the 1st quarter. Brighton Jones LLC now owns 2,798,216 shares of the company’s stock worth $74,377,000 after purchasing an additional 187,016 shares in the last quarter. TCI Wealth Advisors Inc. boosted its stake in Dimensional Global Real Estate ETF by 4.9% in the 1st quarter. TCI Wealth Advisors Inc. now owns 2,784,684 shares of the company’s stock worth $74,017,000 after purchasing an additional 130,168 shares during the period. Maseco LLP boosted its stake in Dimensional Global Real Estate ETF by 5.8% in the 1st quarter. Maseco LLP now owns 1,556,109 shares of the company’s stock worth $41,330,000 after purchasing an additional 84,700 shares during the period. Finally, Summit Financial Strategies Inc. boosted its stake in Dimensional Global Real Estate ETF by 15.0% in the 3rd quarter. Summit Financial Strategies Inc. now owns 1,283,775 shares of the company’s stock worth $34,726,000 after purchasing an additional 167,083 shares during the period.

Dimensional Global Real Estate ETF Price Performance

Shares of DFGR opened at $27.44 on Friday. Dimensional Global Real Estate ETF has a 1 year low of $26.02 and a 1 year high of $30.42. The company has a 50 day simple moving average of $28.27 and a two-hundred day simple moving average of $28.66. The firm has a market cap of $3.76 billion, a P/E ratio of 29.05 and a beta of 0.88.

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.