Financial Plan Inc. Purchases Shares of 851,353 Dimensional Global Real Estate ETF $DFGR

Financial Plan Inc. purchased a new stake in shares of Dimensional Global Real Estate ETF (NYSEARCA:DFGR) in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor purchased 851,353 shares of the company’s stock, valued at approximately $22,493,000. Dimensional Global Real Estate ETF accounts for approximately 2.6% of Financial Plan Inc.’s portfolio, making the stock its 13th largest holding. Financial Plan Inc. owned approximately 0.74% of Dimensional Global Real Estate ETF as of its most recent SEC filing.

A number of other hedge funds also recently bought and sold shares of the company. Brighton Jones LLC boosted its holdings in Dimensional Global Real Estate ETF by 8.8% during the fourth quarter. Brighton Jones LLC now owns 2,611,200 shares of the company’s stock valued at $68,988,000 after acquiring an additional 212,050 shares during the period. Sterling Financial Planning Inc. raised its position in shares of Dimensional Global Real Estate ETF by 6.2% during the fourth quarter. Sterling Financial Planning Inc. now owns 219,379 shares of the company’s stock valued at $5,796,000 after buying an additional 12,758 shares during the last quarter. Krilogy Financial LLC raised its position in shares of Dimensional Global Real Estate ETF by 7.9% during the fourth quarter. Krilogy Financial LLC now owns 117,217 shares of the company’s stock valued at $3,158,000 after buying an additional 8,615 shares during the last quarter. Vestia Personal Wealth Advisors raised its position in shares of Dimensional Global Real Estate ETF by 42.3% during the fourth quarter. Vestia Personal Wealth Advisors now owns 123,403 shares of the company’s stock valued at $3,329,000 after buying an additional 36,702 shares during the last quarter. Finally, Summit Financial Strategies Inc. raised its position in shares of Dimensional Global Real Estate ETF by 10.1% during the fourth quarter. Summit Financial Strategies Inc. now owns 957,430 shares of the company’s stock valued at $25,295,000 after buying an additional 88,069 shares during the last quarter.

Dimensional Global Real Estate ETF Stock Performance

Shares of DFGR opened at $28.51 on Wednesday. The company has a 50-day simple moving average of $27.81 and a 200-day simple moving average of $27.26. The firm has a market capitalization of $3.45 billion, a P/E ratio of 29.05 and a beta of 0.93. Dimensional Global Real Estate ETF has a 52 week low of $25.57 and a 52 week high of $29.02.

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.