Summit Financial Strategies Inc. Purchases 167,083 Shares of Dimensional Global Real Estate ETF $DFGR

Summit Financial Strategies Inc. lifted its position in Dimensional Global Real Estate ETF (NYSEARCA:DFGR) by 15.0% in the 3rd quarter, HoldingsChannel.com reports. The fund owned 1,283,775 shares of the company’s stock after buying an additional 167,083 shares during the period. Dimensional Global Real Estate ETF accounts for 2.4% of Summit Financial Strategies Inc.’s portfolio, making the stock its 14th biggest position. Summit Financial Strategies Inc.’s holdings in Dimensional Global Real Estate ETF were worth $34,726,000 as of its most recent SEC filing.

A number of other hedge funds also recently added to or reduced their stakes in DFGR. Private Advisor Group LLC lifted its stake in Dimensional Global Real Estate ETF by 1.4% in the first quarter. Private Advisor Group LLC now owns 25,610 shares of the company’s stock worth $681,000 after acquiring an additional 363 shares during the period. Navigate Wealth Management LLC increased its position in Dimensional Global Real Estate ETF by 2.5% during the 3rd quarter. Navigate Wealth Management LLC now owns 15,282 shares of the company’s stock valued at $416,000 after purchasing an additional 373 shares during the period. MB Generational Wealth LLC increased its position in Dimensional Global Real Estate ETF by 1.7% during the 1st quarter. MB Generational Wealth LLC now owns 24,744 shares of the company’s stock valued at $658,000 after purchasing an additional 406 shares during the period. Collective Family Office LLC increased its position in Dimensional Global Real Estate ETF by 2.4% during the 2nd quarter. Collective Family Office LLC now owns 22,863 shares of the company’s stock valued at $662,000 after purchasing an additional 530 shares during the period. Finally, Chicago Partners Investment Group LLC raised its holdings in shares of Dimensional Global Real Estate ETF by 0.5% in the 1st quarter. Chicago Partners Investment Group LLC now owns 102,694 shares of the company’s stock valued at $2,910,000 after purchasing an additional 536 shares in the last quarter.

Dimensional Global Real Estate ETF Stock Performance

NYSEARCA:DFGR opened at $27.15 on Thursday. Dimensional Global Real Estate ETF has a one year low of $26.02 and a one year high of $30.42. The firm has a market cap of $3.70 billion, a P/E ratio of 29.05 and a beta of 0.88. The firm has a 50-day simple moving average of $28.36 and a 200-day simple moving average of $28.66.

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.