Great Waters Wealth Management Raises Position in Dimensional Global Real Estate ETF $DFGR

Great Waters Wealth Management grew its stake in shares of Dimensional Global Real Estate ETF (NYSEARCA:DFGR) by 6.9% during the 1st quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 888,367 shares of the company’s stock after acquiring an additional 57,214 shares during the period. Dimensional Global Real Estate ETF accounts for approximately 2.5% of Great Waters Wealth Management’s portfolio, making the stock its 8th largest holding. Great Waters Wealth Management’s holdings in Dimensional Global Real Estate ETF were worth $23,613,000 as of its most recent SEC filing.

Other large investors have also recently made changes to their positions in the company. Savant Capital LLC raised its stake in shares of Dimensional Global Real Estate ETF by 23.7% during the 4th quarter. Savant Capital LLC now owns 10,439,385 shares of the company’s stock valued at $275,809,000 after purchasing an additional 1,997,764 shares during the period. Forum Financial Management LP boosted its stake in Dimensional Global Real Estate ETF by 7.7% in the 4th 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. Guardian Wealth Management LLC bought a new position in Dimensional Global Real Estate ETF in the 4th quarter worth about $23,077,000. Financial Plan Inc. purchased a new position in Dimensional Global Real Estate ETF during the 4th quarter valued at about $22,493,000. Finally, Arax Advisory Partners purchased a new position in Dimensional Global Real Estate ETF during the 4th quarter valued at about $19,738,000.

Dimensional Global Real Estate ETF Trading Up 0.4%

Shares of Dimensional Global Real Estate ETF stock opened at $29.06 on Wednesday. Dimensional Global Real Estate ETF has a 12-month low of $26.02 and a 12-month high of $29.63. The company has a market cap of $3.54 billion, a price-to-earnings ratio of 29.05 and a beta of 0.90. The company’s 50-day moving average price is $28.76 and its 200-day moving average price is $27.77.

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.