Cogent Strategic Wealth LLC Acquires New Holdings in Dimensional Global Real Estate ETF $DFGR

Cogent Strategic Wealth LLC acquired a new position in Dimensional Global Real Estate ETF (NYSEARCA:DFGR) in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund acquired 111,829 shares of the company’s stock, valued at approximately $3,012,000. Dimensional Global Real Estate ETF makes up about 3.3% of Cogent Strategic Wealth LLC’s holdings, making the stock its 7th largest holding. Cogent Strategic Wealth LLC owned about 0.10% of Dimensional Global Real Estate ETF as of its most recent filing with the Securities & Exchange Commission.

Other large investors also recently bought and sold shares of the company. Allworth Financial LP lifted its stake in shares of Dimensional Global Real Estate ETF by 561.6% during the 3rd quarter. Allworth Financial LP now owns 92,306 shares of the company’s stock worth $2,521,000 after purchasing an additional 78,355 shares during the last quarter. CogentBlue Wealth Advisors LLC grew its stake in Dimensional Global Real Estate ETF by 42.2% in the fourth quarter. CogentBlue Wealth Advisors LLC now owns 245,059 shares of the company’s stock valued at $6,474,000 after purchasing an additional 72,754 shares during the last quarter. Level Financial Advisors grew its stake in Dimensional Global Real Estate ETF by 12.9% in the fourth quarter. Level Financial Advisors now owns 529,668 shares of the company’s stock valued at $13,994,000 after purchasing an additional 60,536 shares during the last quarter. Sterling Wealth Advisors Inc raised its holdings in Dimensional Global Real Estate ETF by 34.0% in the fourth quarter. Sterling Wealth Advisors Inc now owns 79,018 shares of the company’s stock worth $2,088,000 after purchasing an additional 20,047 shares in the last quarter. Finally, Summit Financial Strategies Inc. raised its holdings in Dimensional Global Real Estate ETF by 10.1% in the fourth quarter. Summit Financial Strategies Inc. now owns 957,430 shares of the company’s stock worth $25,295,000 after purchasing an additional 88,069 shares in the last quarter.

Dimensional Global Real Estate ETF Price Performance

NYSEARCA:DFGR opened at $28.67 on Friday. Dimensional Global Real Estate ETF has a 52 week low of $26.02 and a 52 week high of $29.63. The firm has a 50 day moving average of $28.72 and a 200 day moving average of $27.73. The stock has a market capitalization of $3.49 billion, a price-to-earnings ratio of 29.05 and a beta of 0.90.

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.