Ruedi Wealth Management Inc. Raises Stock Position in Dimensional Global Real Estate ETF $DFGR

Ruedi Wealth Management Inc. increased its position in shares of Dimensional Global Real Estate ETF (NYSEARCA:DFGR) by 21.4% in the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 173,478 shares of the company’s stock after acquiring an additional 30,575 shares during the quarter. Dimensional Global Real Estate ETF comprises 1.2% of Ruedi Wealth Management Inc.’s holdings, making the stock its 16th biggest position. Ruedi Wealth Management Inc.’s holdings in Dimensional Global Real Estate ETF were worth $4,583,000 at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors also recently bought and sold shares of the company. Geometric Wealth Advisors boosted its stake in Dimensional Global Real Estate ETF by 5.8% in the fourth quarter. Geometric Wealth Advisors now owns 423,511 shares of the company’s stock valued at $11,189,000 after acquiring an additional 23,061 shares in the last quarter. Peirce Capital Management LLC increased its position in shares of Dimensional Global Real Estate ETF by 3.3% during the fourth quarter. Peirce Capital Management LLC now owns 251,637 shares of the company’s stock worth $6,648,000 after purchasing an additional 8,037 shares in the last quarter. Forum Private Client Group LLC lifted its holdings in shares of Dimensional Global Real Estate ETF by 13.6% during the 4th quarter. Forum Private Client Group LLC now owns 192,263 shares of the company’s stock valued at $5,080,000 after purchasing an additional 23,015 shares during the last quarter. Kane Co Wealth Management Inc. purchased a new stake in shares of Dimensional Global Real Estate ETF during the 4th quarter valued at $551,000. Finally, Mission Wealth Management LP boosted its position in shares of Dimensional Global Real Estate ETF by 27.7% in the 4th quarter. Mission Wealth Management LP now owns 27,111 shares of the company’s stock worth $716,000 after purchasing an additional 5,877 shares in the last quarter.

Dimensional Global Real Estate ETF Price Performance

Shares of DFGR stock opened at $28.94 on Friday. Dimensional Global Real Estate ETF has a 1-year low of $25.99 and a 1-year high of $29.18. The stock’s fifty day moving average price is $27.94 and its 200 day moving average price is $27.48. The company has a market cap of $3.52 billion, a price-to-earnings ratio of 29.05 and a beta of 0.92.

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. Portfolio holdings are weighted by market capitalization. DFGR was launched on Dec 6, 2022 and is managed by Dimensional.