Summit Financial Strategies Inc. Has $32.35 Million Stake in Dimensional Global Real Estate ETF $DFGR

Summit Financial Strategies Inc. lifted its holdings in shares of Dimensional Global Real Estate ETF (NYSEARCA:DFGR) by 5.1% in the 2nd quarter, HoldingsChannel.com reports. The fund owned 1,116,692 shares of the company’s stock after purchasing an additional 54,592 shares during the quarter. Dimensional Global Real Estate ETF comprises approximately 2.3% of Summit Financial Strategies Inc.’s holdings, making the stock its 15th biggest position. Summit Financial Strategies Inc.’s holdings in Dimensional Global Real Estate ETF were worth $32,351,000 as of its most recent SEC filing.

A number of other institutional investors have also made changes to their positions in DFGR. Kane Co Wealth Management Inc. bought a new position in Dimensional Global Real Estate ETF during the fourth quarter worth $551,000. marrick wealth LLC acquired a new stake in shares of Dimensional Global Real Estate ETF during the 4th quarter worth about $1,345,000. Ruedi Wealth Management Inc. boosted its holdings in shares of Dimensional Global Real Estate ETF by 21.4% during the 4th quarter. Ruedi Wealth Management Inc. now owns 173,478 shares of the company’s stock worth $4,583,000 after buying an additional 30,575 shares during the period. Integrity Advisory Solutions LLC boosted its holdings in shares of Dimensional Global Real Estate ETF by 15.3% during the 4th quarter. Integrity Advisory Solutions LLC now owns 159,543 shares of the company’s stock worth $4,215,000 after buying an additional 21,190 shares during the period. Finally, Tandemgrowth Financial Advisors LLC acquired a new position in Dimensional Global Real Estate ETF in the 4th quarter valued at about $514,000.

Dimensional Global Real Estate ETF Stock Down 0.2%

Dimensional Global Real Estate ETF stock opened at $28.79 on Wednesday. The company’s 50-day moving average price is $29.45 and its two-hundred day moving average price is $28.71. The stock has a market cap of $3.73 billion, a P/E ratio of 29.05 and a beta of 0.87. Dimensional Global Real Estate ETF has a twelve month low of $26.02 and a twelve month high of $30.42.

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.