18,513,312 Shares in Dimensional Global Real Estate ETF $DFGR Purchased by Forum Financial Management LP

Forum Financial Management LP bought a new stake in shares of Dimensional Global Real Estate ETF (NYSEARCA:DFGR) in the third quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor bought 18,513,312 shares of the company’s stock, valued at approximately $500,785,000. Dimensional Global Real Estate ETF comprises approximately 6.5% of Forum Financial Management LP’s holdings, making the stock its 6th largest position. Forum Financial Management LP owned about 13.52% of Dimensional Global Real Estate ETF at the end of the most recent quarter.

Several other institutional investors have also added to or reduced their stakes in DFGR. Financial Plan Inc. increased its stake in shares of 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 purchasing an additional 76,186 shares in the last quarter. Great Waters Wealth Management raised its holdings in Dimensional Global Real Estate ETF by 6.9% in the 1st quarter. Great Waters Wealth Management now owns 888,367 shares of the company’s stock worth $23,613,000 after purchasing an additional 57,214 shares during the period. Rockwood Wealth Management LLC lifted its position in 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 purchasing an additional 105,290 shares in the last quarter. Silvia Mccoll Wealth Management LLC purchased a new position in Dimensional Global Real Estate ETF during the third quarter valued at $1,702,000. Finally, Beacon Hill Wealth Management LTD. purchased a new position in Dimensional Global Real Estate ETF during the second quarter valued at $1,538,000.

Dimensional Global Real Estate ETF Stock Performance

NYSEARCA:DFGR opened at $27.44 on Friday. The stock has a 50-day simple moving average of $28.27 and a two-hundred day simple moving average of $28.66. Dimensional Global Real Estate ETF has a 52-week low of $26.02 and a 52-week high of $30.42. The firm has a market capitalization of $3.76 billion, a PE 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.