Great Waters Wealth Management Has $21.96 Million Stock Holdings in Dimensional Global Real Estate ETF $DFGR

Great Waters Wealth Management boosted its stake in Dimensional Global Real Estate ETF (NYSEARCA:DFGR) by 15.9% in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 831,153 shares of the company’s stock after buying an additional 113,774 shares during the period. Dimensional Global Real Estate ETF accounts for approximately 2.4% of Great Waters Wealth Management’s portfolio, making the stock its 9th largest position. Great Waters Wealth Management owned 0.73% of Dimensional Global Real Estate ETF worth $21,959,000 at the end of the most recent reporting period.

Several other large investors have also bought and sold shares of the company. HHM Wealth Advisors LLC bought a new position in shares of Dimensional Global Real Estate ETF in the 3rd quarter worth approximately $26,000. CNB Bank bought a new stake in shares of Dimensional Global Real Estate ETF during the third quarter valued at approximately $33,000. Root Financial Partners LLC bought a new stake in shares of Dimensional Global Real Estate ETF during the third quarter valued at approximately $101,000. Washington Trust Advisors Inc. purchased a new stake in Dimensional Global Real Estate ETF in the third quarter worth $153,000. Finally, Red Lighthouse Investment Management LLC grew its stake in Dimensional Global Real Estate ETF by 25.3% in the third quarter. Red Lighthouse Investment Management LLC now owns 6,052 shares of the company’s stock worth $165,000 after purchasing an additional 1,222 shares during the period.

Dimensional Global Real Estate ETF Trading Up 1.7%

DFGR opened at $26.58 on Wednesday. The company has a market cap of $3.06 billion, a price-to-earnings ratio of 29.05 and a beta of 0.96. The stock has a fifty day simple moving average of $27.59 and a two-hundred day simple moving average of $27.20. Dimensional Global Real Estate ETF has a 12-month low of $22.90 and a 12-month high of $28.94.

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.