Dimensional Global Real Estate ETF $DFGR Shares Acquired by CogentBlue Wealth Advisors LLC

CogentBlue Wealth Advisors LLC boosted its position in Dimensional Global Real Estate ETF (NYSEARCA:DFGR) by 42.2% during the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 245,059 shares of the company’s stock after acquiring an additional 72,754 shares during the quarter. Dimensional Global Real Estate ETF accounts for about 4.4% of CogentBlue Wealth Advisors LLC’s holdings, making the stock its 7th biggest holding. CogentBlue Wealth Advisors LLC owned 0.22% of Dimensional Global Real Estate ETF worth $6,474,000 at the end of the most recent reporting period.

A number of other institutional investors also recently added to or reduced their stakes in DFGR. Forum Financial Management LP boosted its stake in Dimensional Global Real Estate ETF by 6.4% in the third quarter. Forum Financial Management LP now owns 15,451,214 shares of the company’s stock valued at $421,973,000 after acquiring an additional 933,655 shares in the last quarter. Savant Capital LLC grew its position in Dimensional Global Real Estate ETF by 26.0% in the 3rd quarter. Savant Capital LLC now owns 8,441,621 shares of the company’s stock valued at $230,540,000 after buying an additional 1,743,622 shares during the last quarter. JMG Financial Group Ltd. increased its stake in Dimensional Global Real Estate ETF by 7.2% in the 3rd quarter. JMG Financial Group Ltd. now owns 5,355,327 shares of the company’s stock valued at $146,254,000 after buying an additional 358,627 shares during the period. Focus Partners Wealth raised its position in Dimensional Global Real Estate ETF by 11.5% during the 3rd quarter. Focus Partners Wealth now owns 3,578,334 shares of the company’s stock worth $97,724,000 after buying an additional 367,977 shares during the last quarter. Finally, LifeGuide Financial Advisors LLC raised its position in Dimensional Global Real Estate ETF by 10.4% during the 4th quarter. LifeGuide Financial Advisors LLC now owns 2,412,706 shares of the company’s stock worth $63,864,000 after buying an additional 226,644 shares during the last quarter.

Dimensional Global Real Estate ETF Stock Performance

DFGR stock opened at $27.00 on Friday. The stock has a market capitalization of $3.25 billion, a PE ratio of 29.05 and a beta of 0.96. The company has a fifty day moving average of $27.59 and a 200-day moving average of $27.19. Dimensional Global Real Estate ETF has a one year low of $22.90 and a one year high of $28.94.

Dimensional Global Real Estate ETF 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.