Dimensional Global Real Estate ETF $DFGR Stake Lifted by Forum Financial Management LP

Forum Financial Management LP raised its stake in Dimensional Global Real Estate ETF (NYSEARCA:DFGR) by 7.7% during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 16,638,902 shares of the company’s stock after purchasing an additional 1,187,688 shares during the quarter. Dimensional Global Real Estate ETF comprises about 5.7% of Forum Financial Management LP’s investment portfolio, making the stock its 6th biggest position. Forum Financial Management LP owned 14.51% of Dimensional Global Real Estate ETF worth $439,600,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other hedge funds also recently added to or reduced their stakes in the company. HHM Wealth Advisors LLC purchased a new position in Dimensional Global Real Estate ETF in the third quarter valued at about $26,000. CNB Bank purchased a new position in Dimensional Global Real Estate ETF in the third quarter valued at about $33,000. Signaturefd LLC purchased a new position in Dimensional Global Real Estate ETF in the fourth quarter valued at about $38,000. Private Trust Co. NA raised its position in Dimensional Global Real Estate ETF by 50.0% in the fourth quarter. Private Trust Co. NA now owns 3,000 shares of the company’s stock valued at $79,000 after purchasing an additional 1,000 shares during the period. Finally, Root Financial Partners LLC purchased a new position in Dimensional Global Real Estate ETF in the third quarter valued at about $101,000.

Dimensional Global Real Estate ETF Stock Performance

Shares of NYSEARCA DFGR opened at $28.97 on Friday. Dimensional Global Real Estate ETF has a 1 year low of $25.08 and a 1 year high of $29.03. The firm has a market cap of $3.51 billion, a price-to-earnings ratio of 29.05 and a beta of 0.93. The stock’s 50-day simple moving average is $27.77 and its 200-day simple moving average is $27.24.

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.