Dimensional Global Real Estate ETF $DFGR is Geometric Wealth Advisors’ 6th Largest Position

Geometric Wealth Advisors raised its position in shares of Dimensional Global Real Estate ETF (NYSEARCA:DFGR) by 8.9% in the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 400,450 shares of the company’s stock after acquiring an additional 32,786 shares during the quarter. Dimensional Global Real Estate ETF makes up about 1.5% of Geometric Wealth Advisors’ holdings, making the stock its 6th largest holding. Geometric Wealth Advisors owned 0.38% of Dimensional Global Real Estate ETF worth $10,936,000 at the end of the most recent reporting period.

A number of other institutional investors have also recently made changes to their positions in DFGR. HHM Wealth Advisors LLC acquired a new position in Dimensional Global Real Estate ETF in the 3rd quarter valued at $26,000. CNB Bank purchased a new stake in shares of Dimensional Global Real Estate ETF during the third quarter worth $33,000. AE Wealth Management LLC raised its position in shares of Dimensional Global Real Estate ETF by 3,867.3% in the second quarter. AE Wealth Management LLC now owns 2,182 shares of the company’s stock valued at $59,000 after buying an additional 2,127 shares during the last quarter. Root Financial Partners LLC purchased a new position in shares of Dimensional Global Real Estate ETF in the third quarter worth about $101,000. Finally, Red Lighthouse Investment Management LLC boosted its position in Dimensional Global Real Estate ETF by 103.5% during the second quarter. Red Lighthouse Investment Management LLC now owns 4,830 shares of the company’s stock worth $130,000 after acquiring an additional 2,457 shares during the last quarter.

Dimensional Global Real Estate ETF Trading Up 1.0%

Shares of NYSEARCA DFGR opened at $28.56 on Monday. The stock has a market cap of $3.29 billion, a PE ratio of 29.05 and a beta of 0.96. Dimensional Global Real Estate ETF has a 12-month low of $22.90 and a 12-month high of $28.82. The company has a 50-day moving average of $27.07 and a 200 day moving average of $27.11.

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.