Financial Plan Inc. Grows Holdings in Dimensional Global Real Estate ETF $DFGR

Financial Plan Inc. raised its holdings in shares of Dimensional Global Real Estate ETF (NYSEARCA:DFGR) by 8.9% in the first quarter, Holdings Channel.com reports. The firm owned 927,539 shares of the company’s stock after buying an additional 76,186 shares during the period. Dimensional Global Real Estate ETF comprises 2.6% of Financial Plan Inc.’s portfolio, making the stock its 14th largest holding. Financial Plan Inc.’s holdings in Dimensional Global Real Estate ETF were worth $24,654,000 at the end of the most recent quarter.

A number of other large investors also recently bought and sold shares of the company. Heffernan Advisory Inc. lifted its holdings in Dimensional Global Real Estate ETF by 9.0% in the first quarter. Heffernan Advisory Inc. now owns 21,944 shares of the company’s stock worth $583,000 after acquiring an additional 1,814 shares during the last quarter. Root Financial Partners LLC increased its position in shares of Dimensional Global Real Estate ETF by 36.1% during the 1st quarter. Root Financial Partners LLC now owns 40,526 shares of the company’s stock valued at $1,077,000 after purchasing an additional 10,743 shares during the period. Keb Asset Management LLC raised its holdings in shares of Dimensional Global Real Estate ETF by 14.0% in the 1st quarter. Keb Asset Management LLC now owns 101,572 shares of the company’s stock worth $2,700,000 after purchasing an additional 12,506 shares in the last quarter. First Pacific Financial raised its position in shares of Dimensional Global Real Estate ETF by 19.1% during the first quarter. First Pacific Financial now owns 22,237 shares of the company’s stock worth $591,000 after purchasing an additional 3,568 shares during the period. Finally, SJS Investment Consulting Inc. increased its stake in Dimensional Global Real Estate ETF by 10.7% in the 1st quarter. SJS Investment Consulting Inc. now owns 329,549 shares of the company’s stock worth $8,759,000 after purchasing an additional 31,753 shares in the last quarter.

Dimensional Global Real Estate ETF Trading Up 1.1%

DFGR stock opened at $29.34 on Friday. Dimensional Global Real Estate ETF has a one year low of $26.02 and a one year high of $29.63. The firm has a 50-day moving average of $28.86 and a two-hundred day moving average of $27.88. The firm has a market capitalization of $3.71 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.