Forum Financial Management LP Has $465.73 Million Position in Dimensional Global Real Estate ETF $DFGR

Forum Financial Management LP grew its position in Dimensional Global Real Estate ETF (NYSEARCA:DFGR) by 5.3% during the first quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 17,521,862 shares of the company’s stock after purchasing an additional 882,960 shares during the quarter. Dimensional Global Real Estate ETF makes up about 6.6% of Forum Financial Management LP’s portfolio, making the stock its 6th largest position. Forum Financial Management LP owned 14.47% of Dimensional Global Real Estate ETF worth $465,731,000 at the end of the most recent reporting period.

A number of other hedge funds have also bought and sold shares of the company. Signaturefd LLC bought a new stake in Dimensional Global Real Estate ETF during the fourth quarter valued at $38,000. Fifth Third Bancorp acquired a new position in shares of Dimensional Global Real Estate ETF in the 4th quarter valued at about $46,000. Nalls Sherbakoff Group LLC bought a new stake in shares of Dimensional Global Real Estate ETF during the 4th quarter valued at about $50,000. Redwood Park Advisors LLC grew its stake in Dimensional Global Real Estate ETF by 148.9% during the fourth quarter. Redwood Park Advisors LLC now owns 1,889 shares of the company’s stock worth $50,000 after purchasing an additional 1,130 shares during the period. Finally, Private Trust Co. NA grew its stake in Dimensional Global Real Estate ETF by 50.0% during the fourth quarter. Private Trust Co. NA now owns 3,000 shares of the company’s stock worth $79,000 after purchasing an additional 1,000 shares during the period.

Dimensional Global Real Estate ETF Stock Down 0.5%

Dimensional Global Real Estate ETF stock opened at $29.42 on Tuesday. The company has a market capitalization of $3.58 billion, a PE ratio of 29.05 and a beta of 0.90. Dimensional Global Real Estate ETF has a 12-month low of $26.02 and a 12-month high of $29.63. The firm’s fifty day moving average is $28.84 and its 200 day moving average is $27.83.

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.