Sterling Financial Planning Inc. Boosts Holdings in Dimensional Global Real Estate ETF $DFGR

Sterling Financial Planning Inc. increased its holdings in Dimensional Global Real Estate ETF (NYSEARCA:DFGR) by 8.3% in the 2nd quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 202,568 shares of the company’s stock after acquiring an additional 15,477 shares during the quarter. Dimensional Global Real Estate ETF comprises about 1.8% of Sterling Financial Planning Inc.’s investment portfolio, making the stock its 17th biggest holding. Sterling Financial Planning Inc.’s holdings in Dimensional Global Real Estate ETF were worth $5,435,000 at the end of the most recent quarter.

Several other institutional investors also recently modified their holdings of the business. Forum Financial Management LP increased its stake in shares of Dimensional Global Real Estate ETF by 1.6% in the 1st quarter. Forum Financial Management LP now owns 14,229,110 shares of the company’s stock worth $373,656,000 after acquiring an additional 219,059 shares in the last quarter. JMG Financial Group Ltd. increased its stake in shares of Dimensional Global Real Estate ETF by 20.1% in the 1st quarter. JMG Financial Group Ltd. now owns 4,796,352 shares of the company’s stock worth $125,952,000 after acquiring an additional 802,816 shares in the last quarter. Focus Partners Wealth increased its stake in shares of Dimensional Global Real Estate ETF by 5.4% in the 1st quarter. Focus Partners Wealth now owns 3,234,387 shares of the company’s stock worth $84,935,000 after acquiring an additional 167,067 shares in the last quarter. Wealthspire Advisors LLC increased its stake in shares of Dimensional Global Real Estate ETF by 1.8% in the 1st quarter. Wealthspire Advisors LLC now owns 2,447,374 shares of the company’s stock worth $64,268,000 after acquiring an additional 42,407 shares in the last quarter. Finally, LifeGuide Financial Advisors LLC increased its stake in shares of Dimensional Global Real Estate ETF by 4.3% in the 2nd quarter. LifeGuide Financial Advisors LLC now owns 2,184,381 shares of the company’s stock worth $58,607,000 after acquiring an additional 89,551 shares in the last quarter.

Dimensional Global Real Estate ETF Price Performance

Shares of Dimensional Global Real Estate ETF stock opened at $26.97 on Wednesday. The company has a 50-day moving average of $27.15 and a 200 day moving average of $26.66. The firm has a market cap of $2.77 billion, a price-to-earnings ratio of 29.05 and a beta of 1.14. Dimensional Global Real Estate ETF has a 1 year low of $22.90 and a 1 year high of $28.69.

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.