Forum Private Client Group LLC Increases Stock Position in Dimensional Global Real Estate ETF $DFGR

Forum Private Client Group LLC grew its position in Dimensional Global Real Estate ETF (NYSEARCA:DFGR) by 13.6% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 192,263 shares of the company’s stock after purchasing an additional 23,015 shares during the period. Dimensional Global Real Estate ETF comprises about 1.7% of Forum Private Client Group LLC’s portfolio, making the stock its 17th largest position. Forum Private Client Group LLC owned about 0.17% of Dimensional Global Real Estate ETF worth $5,080,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds also recently made changes to their positions in the company. CNB Bank purchased a new stake in shares of Dimensional Global Real Estate ETF in the third quarter valued at about $33,000. Signaturefd LLC purchased a new stake in shares of Dimensional Global Real Estate ETF in the fourth quarter valued at about $38,000. Fifth Third Bancorp purchased a new stake in shares of Dimensional Global Real Estate ETF in the fourth quarter valued at about $46,000. Private Trust Co. NA raised its holdings in shares of Dimensional Global Real Estate ETF by 50.0% in the fourth quarter. Private Trust Co. NA now owns 3,000 shares of the company’s stock valued at $79,000 after purchasing an additional 1,000 shares during the last quarter. Finally, Root Financial Partners LLC purchased a new stake in shares of Dimensional Global Real Estate ETF in the third quarter valued at about $101,000.

Dimensional Global Real Estate ETF Price Performance

Shares of DFGR stock opened at $28.93 on Thursday. The firm has a 50-day moving average of $27.90 and a 200-day moving average of $27.45. The company has a market cap of $3.52 billion, a P/E ratio of 29.05 and a beta of 0.92. Dimensional Global Real Estate ETF has a one year low of $25.94 and a one year high of $29.18.

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.