Dimensional Global Real Estate ETF $DFGR Stock Holdings Lifted by Summit Financial Strategies Inc.

Summit Financial Strategies Inc. increased its stake in Dimensional Global Real Estate ETF (NYSEARCA:DFGR) by 15.0% during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 1,283,775 shares of the company’s stock after buying an additional 167,083 shares during the period. Dimensional Global Real Estate ETF accounts for about 2.4% of Summit Financial Strategies Inc.’s portfolio, making the stock its 14th largest position. Summit Financial Strategies Inc. owned 0.94% of Dimensional Global Real Estate ETF worth $34,726,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other institutional investors and hedge funds also recently added to or reduced their stakes in the stock. Financial Plan Inc. grew its stake in Dimensional Global Real Estate ETF by 8.9% in the 1st quarter. Financial Plan Inc. now owns 927,539 shares of the company’s stock worth $24,654,000 after acquiring an additional 76,186 shares in the last quarter. Great Waters Wealth Management raised its stake in shares of Dimensional Global Real Estate ETF by 6.9% during the first quarter. Great Waters Wealth Management now owns 888,367 shares of the company’s stock valued at $23,613,000 after acquiring an additional 57,214 shares in the last quarter. Rockwood Wealth Management LLC raised its stake in shares of Dimensional Global Real Estate ETF by 11.7% during the first quarter. Rockwood Wealth Management LLC now owns 1,006,511 shares of the company’s stock valued at $26,753,000 after acquiring an additional 105,290 shares in the last quarter. Beacon Hill Wealth Management LTD. bought a new stake in shares of Dimensional Global Real Estate ETF during the second quarter valued at approximately $1,538,000. Finally, Silvia Mccoll Wealth Management LLC bought a new stake in shares of Dimensional Global Real Estate ETF during the third quarter valued at approximately $1,702,000.

Dimensional Global Real Estate ETF Stock Performance

Shares of NYSEARCA DFGR opened at $27.15 on Thursday. The firm has a market capitalization of $3.70 billion, a price-to-earnings ratio of 29.05 and a beta of 0.88. The stock has a 50 day moving average price of $28.36 and a 200 day moving average price of $28.66. Dimensional Global Real Estate ETF has a 52-week low of $26.02 and a 52-week high of $30.42.

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.