Cyndeo Wealth Partners LLC Acquires 32,562 Shares of Dimensional Global Real Estate ETF $DFGR

Cyndeo Wealth Partners LLC grew its holdings in Dimensional Global Real Estate ETF (NYSEARCA:DFGR) by 172.9% in the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor owned 51,398 shares of the company’s stock after buying an additional 32,562 shares during the quarter. Cyndeo Wealth Partners LLC’s holdings in Dimensional Global Real Estate ETF were worth $1,358,000 at the end of the most recent reporting period.

A number of other institutional investors have also made changes to their positions in DFGR. HHM Wealth Advisors LLC acquired a new position in Dimensional Global Real Estate ETF during the 3rd quarter worth about $26,000. CNB Bank acquired a new stake in Dimensional Global Real Estate ETF in the 3rd quarter valued at about $33,000. Root Financial Partners LLC acquired a new stake in Dimensional Global Real Estate ETF in the 3rd quarter valued at about $101,000. Washington Trust Advisors Inc. bought a new position in shares of Dimensional Global Real Estate ETF in the third quarter worth about $153,000. Finally, Red Lighthouse Investment Management LLC raised its stake in shares of Dimensional Global Real Estate ETF by 25.3% in the third quarter. Red Lighthouse Investment Management LLC now owns 6,052 shares of the company’s stock worth $165,000 after acquiring an additional 1,222 shares during the last quarter.

Dimensional Global Real Estate ETF Trading Down 3.0%

Shares of DFGR stock opened at $26.50 on Monday. Dimensional Global Real Estate ETF has a 1 year low of $22.90 and a 1 year high of $28.94. The firm’s 50 day moving average is $27.69 and its 200-day moving average is $27.25. The firm has a market capitalization of $3.05 billion, a price-to-earnings ratio of 29.05 and a beta of 0.96.

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.