JDH Wealth Management LLC Makes New $5.19 Million Investment in Dimensional Global Real Estate ETF $DFGR

JDH Wealth Management LLC bought a new stake in Dimensional Global Real Estate ETF (NYSEARCA:DFGR) in the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund bought 191,916 shares of the company’s stock, valued at approximately $5,191,000. Dimensional Global Real Estate ETF accounts for 3.1% of JDH Wealth Management LLC’s portfolio, making the stock its 12th biggest position. JDH Wealth Management LLC owned 0.14% of Dimensional Global Real Estate ETF as of its most recent SEC filing.

Several other institutional investors and hedge funds have also modified their holdings of DFGR. Western Wealth Management LLC bought a new position in Dimensional Global Real Estate ETF during the first quarter worth about $53,000. Angeles Wealth Management LLC acquired a new stake in Dimensional Global Real Estate ETF in the 1st quarter worth about $72,000. Excelsior Advisor Network LLC acquired a new stake in Dimensional Global Real Estate ETF in the 1st quarter worth about $206,000. Canvas Wealth Advisors LLC bought a new stake in Dimensional Global Real Estate ETF in the 1st quarter valued at about $208,000. Finally, Client 1ST Advisory Group LLC bought a new stake in Dimensional Global Real Estate ETF in the 3rd quarter valued at about $231,000.

Dimensional Global Real Estate ETF Stock Down 1.1%

Shares of NYSEARCA:DFGR opened at $27.13 on Tuesday. The company’s 50 day moving average price is $28.23 and its two-hundred day moving average price is $28.69. Dimensional Global Real Estate ETF has a 12-month low of $26.02 and a 12-month high of $30.42. The firm has a market cap of $3.72 billion, a PE ratio of 29.05 and a beta of 0.88.

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.