Great Waters Wealth Management Increases Position in Dimensional Global Real Estate ETF $DFGR

Great Waters Wealth Management increased its stake in Dimensional Global Real Estate ETF (NYSEARCA:DFGR) by 7.9% in the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 717,379 shares of the company’s stock after acquiring an additional 52,780 shares during the period. Dimensional Global Real Estate ETF comprises about 2.3% of Great Waters Wealth Management’s holdings, making the stock its 10th largest holding. Great Waters Wealth Management owned approximately 0.70% of Dimensional Global Real Estate ETF worth $19,592,000 as of its most recent filing with the Securities and Exchange Commission.

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

Dimensional Global Real Estate ETF Trading Up 0.3%

Shares of NYSEARCA:DFGR opened at $26.22 on Tuesday. The company has a 50-day moving average price of $27.02 and a 200-day moving average price of $27.04. The company has a market cap of $2.75 billion, a price-to-earnings ratio of 29.05 and a beta of 0.96. Dimensional Global Real Estate ETF has a 12 month low of $22.90 and a 12 month high of $27.85.

About Dimensional Global Real Estate ETF

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.