Colorado Capital Management Inc. Makes New $4.96 Million Investment in Dimensional Global Real Estate ETF $DFGR

Colorado Capital Management Inc. bought a new stake in Dimensional Global Real Estate ETF (NYSEARCA:DFGR) during the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor bought 183,343 shares of the company’s stock, valued at approximately $4,959,000. Dimensional Global Real Estate ETF accounts for approximately 1.7% of Colorado Capital Management Inc.’s investment portfolio, making the stock its 18th largest position. Colorado Capital Management Inc. owned about 0.13% of Dimensional Global Real Estate ETF as of its most recent SEC filing.

A number of other large investors also recently made changes to their positions in the business. Forum Financial Management LP boosted its holdings in shares of Dimensional Global Real Estate ETF by 5.3% during the first quarter. Forum Financial Management LP now owns 17,521,862 shares of the company’s stock worth $465,731,000 after purchasing an additional 882,960 shares during the period. JMG Financial Group Ltd. increased its stake in Dimensional Global Real Estate ETF by 11.3% in the 1st quarter. JMG Financial Group Ltd. now owns 6,344,111 shares of the company’s stock valued at $168,626,000 after buying an additional 642,453 shares during the period. Brighton Jones LLC increased its stake 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 valued at $74,377,000 after buying an additional 187,016 shares during the period. TCI Wealth Advisors Inc. increased 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 valued at $74,017,000 after buying an additional 130,168 shares during the period. Finally, Maseco LLP lifted its position 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 buying an additional 84,700 shares in the last quarter.

Dimensional Global Real Estate ETF Stock Down 0.5%

DFGR stock opened at $27.15 on Thursday. The company has a 50 day moving average of $28.36 and a two-hundred day moving average of $28.66. The company has a market cap of $3.70 billion, a price-to-earnings ratio of 29.05 and a beta of 0.88. Dimensional Global Real Estate ETF has a 12-month low of $26.02 and a 12-month high of $30.42.

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.