Summit Financial Strategies Inc. Acquires 38,204 Shares of Dimensional Global Real Estate ETF $DFGR

Summit Financial Strategies Inc. raised its stake in Dimensional Global Real Estate ETF (NYSEARCA:DFGR) by 4.6% during the third quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor owned 869,361 shares of the company’s stock after buying an additional 38,204 shares during the quarter. Dimensional Global Real Estate ETF comprises approximately 2.0% of Summit Financial Strategies Inc.’s investment portfolio, making the stock its 14th biggest holding. Summit Financial Strategies Inc. owned 0.85% of Dimensional Global Real Estate ETF worth $23,742,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds also recently made changes to their positions in DFGR. AE Wealth Management LLC raised its holdings in shares of Dimensional Global Real Estate ETF by 3,867.3% during the second quarter. AE Wealth Management LLC now owns 2,182 shares of the company’s stock worth $59,000 after acquiring an additional 2,127 shares during the period. Red Lighthouse Investment Management LLC raised its stake in shares of Dimensional Global Real Estate ETF by 103.5% in the 2nd quarter. Red Lighthouse Investment Management LLC now owns 4,830 shares of the company’s stock valued at $130,000 after purchasing an additional 2,457 shares during the period. HMV Wealth Advisors LLC bought a new stake in shares of Dimensional Global Real Estate ETF in the third quarter valued at about $215,000. Dopkins Wealth Management LLC bought a new stake in shares of Dimensional Global Real Estate ETF in the second quarter valued at about $223,000. Finally, Live Oak Private Wealth LLC acquired a new position in shares of Dimensional Global Real Estate ETF during the second quarter worth about $228,000.

Dimensional Global Real Estate ETF Stock Performance

NYSEARCA:DFGR opened at $26.47 on Monday. The stock has a 50-day simple moving average of $26.84 and a 200 day simple moving average of $27.01. Dimensional Global Real Estate ETF has a 52-week low of $22.90 and a 52-week high of $27.85. The company has a market cap of $2.98 billion, a PE 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.